Strategic Account Plan Process Template for PowerPoint & Google Slides

Description

This versatile Account Plan template delivers multiple infographic layouts to guide your strategic planning with clarity and professionalism. Choose between a four-tier pyramid slide—complete with trophy, flag, megaphone, and target icons—and a four-step horizontal process bar featuring “Where Are We?”, “Where Do We Want To Go?”, “What Changes Have To Be Made?”, and “How Should Changes Be Made?” sections. A second variant presents a looping four-stage roadmap in rounded rectangles, while another offers a clean five-step vertical list: Plan, Communicate, Execute, Measure, and Discover, each with coordinating icons and subtle drop shadows. Finally, a linked flow diagram pairs strategic account management and sales blocks with supporting action items on the left, ideal for illustrating handoffs and delivery models.

Every slide is built on master layouts, with fully editable shapes, icons, and color schemes. Replace placeholder text to capture account portfolio tiers, customer voice insights, relationship-building tactics, and growth opportunity analyses. Adjust fonts, recolor shapes, or swap icons in seconds to match your brand identity. The modern flat design, softened by gentle gradients and white outlines, ensures maximum legibility and a polished aesthetic across both PowerPoint and Google Slides.

Who is it for

Sales leaders, key account managers, and business development teams will benefit from this template when mapping strategic priorities, aligning cross-functional stakeholders, and driving revenue growth. Consultants, marketing professionals, and executive sponsors can use these infographics to facilitate workshops, executive briefings, and quarterly business reviews.

Other Uses

Beyond account planning, repurpose these slides for project kickoffs, customer journey mapping, stakeholder communication plans, or performance review roadmaps. Leverage the modular design to create training materials, process audits, or quarterly OKR presentations with minimal effort.