Recently we completed a great training session on Account Planning where we reviewed the expectations, the account plan template, what “good” looks like, minimum account plan requirements, etc. This training supports the new 1st Source requirement to complete an account plan for the top 5 strategic accounts. If you weren’t able to join, please view the recording and this deck.
We will forward the recording to 1st Source Marketers in this week’s LubeLink, but if you are familiar with our Account Planning expectations, you will be able to engage better with your Marketers should they have any questions.
