Encourage your 1st Source Marketers to join Amit Patel and Colleen Francis for a webinar March 12th on Chevron 1st Source Account Planning Training. The webinar will run from 1 – 2:30 p.m. EST (10 – 11:30 a.m. PST). You can upload the invite to your calendar through the link below. We will forward the same invite to your Marketers in this week’s LubeLink.
Account Planning is a key enabler for retention and growth of existing accounts, and this year the 1st Source Program requires that 1st Source Marketers complete an account plan for their top 5 strategic accounts. To that end, we’ve set up this learning session which will cover the topics below. Don’t miss this opportunity to join Colleen Francis and learn how to successfully create impactful, action-oriented account plans.
- Account planning process expectations
- Minimum requirements for an Account Plan template if you have one of your own
- Chevron recommended account plan template and how to complete it
- What “good” and “not so good” looks like
- Process risks and mitigations
- How to record completion for 1st Source tracking purposes
Chevron sales representatives are free to join to learn how to assist Marketers with Account Planning in the future.
