Strategic Account Planning Tips, Templates, and Tools for a Job Application Project

·Feb 23, 2026 07:01 PM·

Share

Hey all 👋 I’m applying for a Strategic Account Manager role and was given an account planning-style project to complete. The catch? I’ve never formally built a strategic account plan before 😅 Does anyone have:

A template they’ve used for enterprise / strategic account planning
Advice on how you structure your thinking?
Any free tools you like (Notion, Miro, Google Sheets, etc.)?

The exercise focuses on: – Identifying key stakeholders (decision-makers vs. influencers across Development, Marketing, Finance, Exec) – Assessing fundraising strategy & growth opportunities – Forming strategic hypotheses before a first exec conversation – Preparing for a simulated discovery call It doesn’t need to be a formal presentation — they care more about how I think and frame opportunity at the executive level. Would seriously appreciate any frameworks, examples, or “if I were you, I’d focus on ___” advice 🙏 Thank you in advance!

5 comments

· Sorted by Oldest

John H.
·
·
Prompt for Account Based Selling
Pat H.
·
·
Is this a major function of the role? If so, ask yourself if you're setting yourself up for failure.
Marielle W.
·
·
Thanks John H., that makes sense. Viewing it through an Account-Based Selling lens is helpful. If you’ve seen any specific frameworks you like for enterprise planning, I’d love to check them out. Thanks!
Marielle W.
·
·
Pat H., I appreciate you calling that out, it’s a fair question. It is a core part of the role. I’ve primarily been on the AE side, so I haven’t built a fully formalized enterprise account plan from scratch before. Most of my experience has been strategic, just not at the true enterprise AM level. That said, I see this as a great opportunity to stretch and sharpen that muscle.
John H.
·
·
Marielle. I do not have a framework. Focus on relationship mapping. Also here is now account planning is set up in Salesforce in case they have Salesforce as their CRM. https://www.salesforceben.com/transform-your-strategy-with-salesforce-account-plans/

John H.
·
·
Prompt for Account Based Selling
Pat H.
·
·
Is this a major function of the role? If so, ask yourself if you're setting yourself up for failure.
Marielle W.
·
·
Thanks John H., that makes sense. Viewing it through an Account-Based Selling lens is helpful. If you’ve seen any specific frameworks you like for enterprise planning, I’d love to check them out. Thanks!
Marielle W.
·
·
Pat H., I appreciate you calling that out, it’s a fair question. It is a core part of the role. I’ve primarily been on the AE side, so I haven’t built a fully formalized enterprise account plan from scratch before. Most of my experience has been strategic, just not at the true enterprise AM level. That said, I see this as a great opportunity to stretch and sharpen that muscle.
John H.
·
·
Marielle. I do not have a framework. Focus on relationship mapping. Also here is now account planning is set up in Salesforce in case they have Salesforce as their CRM. https://www.salesforceben.com/transform-your-strategy-with-salesforce-account-plans/