About the Account planning Overview for Sales training

In this module, we will walk through Chapter 2 of our Sales Franchise program: Account Planning. This course provides a structured approach to understanding customer objectives, developing a strategy, and executing a cross-functional plan to drive success. You will learn how to identify key stakeholders, align UiPath solutions with customer needs, and create a roadmap for measurable value delivery. Additionally, we will cover best practices for refining strategies over time and ensuring ongoing collaboration across teams.

Audience

This module is designed for account executives, sales managers, and sales leaders looking to enhance their strategic account planning skills and build deeper customer relationships.

Agenda

This training covers key areas around:

• Understanding the expectations, cadence, and responsibilities for account planning

• How to research and identify customer objectives and key stakeholders

• Developing a phased strategy that aligns UiPath solutions with business priorities

• Building a detailed execution plan with actions, owners, and risk mitigation

• Leveraging best practices for ongoing collaboration and plan refinement

Learning objectives

At the end of this training, you should be able to:

• Identify customer objectives and map key stakeholders for strategic engagement

• Develop an actionable account strategy that aligns with customer needs and UiPath solutions

• Create a detailed execution plan with clear milestones, owners, and success metrics

• Continuously refine and adapt the account plan to maintain long-term success