Boards
  • Benefits
  • Features
    • Form Submissions to Tasks
    • Workflows to Tasks
    • AI Conversations to Tasks
    • Orders to Tasks
    • Sign Documents to Tasks
  • Solutions
  • Templates
    • Story
    • Help Guide
    • Live Launch Event
    • FAQ
  • Pricing
  • Get Started Now — It’s Free!
Board Templates
Sales & CRM
Trending Templates
Account Management TemplateCustomer Pipeline TemplateSales Strategy TemplateSales Tracker TemplateCustomer Service Management TemplateCustomer Support Template
Trending Categories
Freelancers & Solo ProfessionalsAdministrative & Office Management TeamsCustomer Support & Success TeamsFinance & Accounting TeamsOperations & Logistics TeamsHR & Recruiting Teams

Key Account Planning Template

Trending Templates
Account Management TemplateCustomer Pipeline TemplateSales Strategy TemplateSales Tracker TemplateCustomer Service Management TemplateCustomer Support Template
Trending Categories
Freelancers & Solo ProfessionalsAdministrative & Office Management TeamsCustomer Support & Success TeamsFinance & Accounting TeamsOperations & Logistics TeamsHR & Recruiting Teams
Board Templates
Sales & CRM

Key Account Planning Template

Enhance your client management with Jotform's Key Account Planning Template. This customizable board helps sales teams track client information, schedule follow-ups, and analyze feedback for better account growth.

Categories
  • Go to Category: Sales & CRM
  • Go to Category: Sales Pipeline
  • Go to Category: Retail & E-commerce
  • Go to Category: Technology & Startups
  • Go to Category: Sales Teams
Key Account Planning Template
About this template
The Key Account Planning Template is a strategic board template designed for sales teams and account managers focused on nurturing and growing key client relationships. This customizable board allows users to collect and manage essential client information, verify data accuracy, and schedule follow-up calls to ensure client satisfaction. Ideal for teams aiming to enhance their customer success strategies, this template provides a structured approach to developing detailed client profiles and analyzing feedback for continuous improvement.
Categories
  • Go to Category: Sales & CRM
  • Go to Category: Sales Pipeline
  • Go to Category: Retail & E-commerce
  • Go to Category: Technology & Startups
  • Go to Category: Sales Teams
Details
3 Clone
Created by
Jotform

Connected Forms

This board collects and interacts with data from the forms shown here. You can customize, remove, or add connected forms from the Boards interface.

Preview:

Client Information Form

View Template

Key Account Planning Template FAQs

1) What is this Key Account Planning Template used for?

This Key Account Planning Template is used for managing key client relationships effectively. It helps sales teams collect, verify, and analyze client information to ensure satisfaction and drive account growth.

2) What should be included in a Key Account Planning Template?

The template should include client information, verification steps, follow-up schedules, client profiles, feedback analysis, and strategies for improvement to ensure comprehensive account management.

3) When to use a Key Account Planning Template?

Use this template when onboarding new clients, conducting follow-up calls, analyzing client feedback, and strategizing for account growth. It is particularly beneficial for ongoing client management.

4) Who can use a Key Account Planning Template?

Sales teams, account managers, and customer success professionals can utilize this template to enhance client relationship management and ensure effective communication and service delivery.

5) What are the benefits of using a Key Account Planning Template?

This template streamlines the process of managing client information, facilitates effective communication, and enhances collaboration among team members, ultimately leading to improved client satisfaction and retention.

6) Can I assign tasks to specific team members?

Yes, you can assign tasks related to client management, such as follow-up calls or data verification, to specific team members to ensure clear accountability.

7) How do I track the progress of tasks on this board?

You can track task progress using the Kanban board view, moving tasks between stages such as "Backlog," "In Progress," and "Done" to visualize workflow.

8) Can I connect my forms to this board to create tasks automatically?

Yes, you can integrate your Jotform forms with this board, allowing new form submissions to automatically create corresponding tasks, facilitating seamless workflow automation.

Related templates
Account Management Template Thumbnail
Preview: Account Management Template

Account Management Template

Efficiently manage client accounts with Jotform's Account Management Template. Use this customizable board to track tasks, collect information, and collaborate with your team using a drag-and-drop interface.

Go to Category:Sales & CRM
Preview
Customer Pipeline Template Thumbnail
Preview: Customer Pipeline Template

Customer Pipeline Template

Optimize your client onboarding process with Jotform's Customer Pipeline Template. Use this customizable board to track tasks, assign team members, and streamline workflow automation with a drag-and-drop interface.

Go to Category:Sales & CRM
Preview
Sales Strategy Template Thumbnail
Preview: Sales Strategy Template

Sales Strategy Template

Optimize your sales process with Jotform's Sales Strategy Template. Organize tasks, analyze competitors, and enhance lead generation with this customizable board template.

Go to Category:Sales & CRM
Preview
Sales Tracker Template Thumbnail
Preview: Sales Tracker Template

Sales Tracker Template

Track and manage your sales calls effectively with Jotform's Sales Tracker Template. Use this customizable board to organize tasks, set priorities, and collaborate with your team using a drag-and-drop interface.

Go to Category:Sales & CRM
Preview
Customer Service Management Template Thumbnail
Preview: Customer Service Management Template

Customer Service Management Template

Improve customer satisfaction with Jotform's Customer Service Management Template. Organize tasks, track feedback, and collaborate with your team using this customizable board template.

Go to Category:Sales & CRM
Preview
Customer Support Template Thumbnail
Preview: Customer Support Template

Customer Support Template

Enhance your customer service operations with Jotform's Customer Support Template. This customizable board helps teams manage tasks, track feedback, and streamline communication with a drag-and-drop interface.

Go to Category:Sales & CRM
Preview

Jotform

  • Create a Form
  • My Workspace
  • Pricing
  • Jotform Enterprise
      • Application Forms
      • Registration Forms
      • Contact Forms
      • Feedback Forms
      • Order Forms
      • Evaluation Forms
      • Reservation Forms
      • Booking Forms
      • Request Forms
      • Government
      • Healthcare
      • Summer Camps
      • Restaurants and Groceries
      • Churches
      • Animal Shelters
      • Photography
      • Education Professionals
      • Small Businesses
      • Nonprofit Organizations
      • Creative Agencies
      • User Stories
      • How to Create a Survey
      • Data Collection Methods
      • Form Design
      • Accepting payments online
      • Creating an app without coding
      • What Is a QR Code?
      • How to Make a Website
      • How to Sell Online
      • Performance Appraisal Guide
      • Working From Home
      • All Business Guides
    • Jotform Form Builder
    • Salesforce Agent NEW
    • Jotform Appointments
    • Jotform Apps
    • Jotform AI Agents
    • Jotform Boards
    • Jotform Store Builder
    • Jotform Tables
    • Jotform Inbox
    • Jotform Mobile Forms
    • Jotform Workflows
    • Jotform Report Builder
    • Jotform Smart PDF Forms
    • Jotform PDF Editor
    • Jotform Sign
    • Jotform Teams
    • Conditional Logic
    • Conversational Forms
    • Assign Forms
    • Translate Forms
    • White Labeling
    • Enable-Disable Form
    • Multiple Users
  • Tools
  • AI Tools
    • Google Forms Alternative
    • Microsoft Forms Alternative
    • Typeform Alternative
    • Formstack Alternative
    • SurveyMonkey Alternatives
    • Wufoo Alternatives
    • 123FormBuilder Alternative
    • WPForms Alternatives
    • Paperform Alternatives
    • Adobe Sign Alternatives
    • PandaDoc Alternatives
    • Docusign Alternatives
    • Jotform Alternatives

Marketplace

    • Form Templates
    • Agent Templates
    • Board Templates
    • App Templates
    • Workflow Templates
    • Table Templates
    • PDF Templates
    • Sign Templates
  • Form Themes
  • Form Widgets
    • Payment Integrations
    • All Integrations
    • Jotform for Canva

Support

  • Contact Us
  • User Guide
    • FAQ
    • Forum
    • API and Developers
    • Jotform Status
    • Jotform Books
  • Jotform Academy
  • Webinars
  • Podcasts
  • Professional Services
  • Report Abuse
  • Report Copyright Issue
  • Recover Jotform Account

Company

  • About Us
  • Media Kit
  • In the News
  • Newsletters
    • Agency Program NEW
    • Reseller Program
    • Affiliate Program
    • Jotform Partners
  • Blog
  • Customer Stories

Apps

Jotform is the easiest online form builder with powerful forms that get it done, trusted by over 35 million users worldwide, featuring 10,000+ form templates, 150+ integrations, and drag-and-drop functionality that streamline data collection, payments, and workflows, engineered for businesses requiring professional forms without coding.

4 Embarcadero Center, Suite 780, San Francisco CA 94111

© 2025 Jotform Inc. The name "Jotform" and the Jotform logo are registered trademarks of Jotform Inc.

  • Terms & Conditions
  • Privacy Policy
  • Security
  • Accessibility Statement