BD Strategic Templates

All Templates are the property of CruxEquip and must not be shared

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All Templates are the property of CruxEquip and must not be shared 〰️

Key Account Plan

for building stronger relationships with those most valuable clients

Includes:

  • How to choose your Key Accounts

  • Getting the most value out of your Key Accounts

  • Downloadable KA Plan Template

Client Listening Programme

Includes:

  • Who to ask for client listening

  • Getting the most value out of a client listening meeting

  • Things to look out for

  • Template Client Listening Questionnaire

Strategic Templates

Includes:

  • A guide to building an effective strategy

  • Firm-wide strategic template

  • Team-wide strategic template