KamPlan 1.0 - 16 Point Major Account Business Plan

£90.00
(Exc. 20% VAT)
(£108.00 Inc. VAT)
+

Following payment, this product will be made available on the KamCity Shop site for immediate download.

NOTE: Refunds may be offered at the discretion of the management.

Product Description

This Excel-based tool is designed to help you develop a Customer Trade Strategy for your major account.  

Key templates have help buttons where you can obtain additional back-up, as required. If you have any queries/suggestions, please contact us

The KamPlan is split into 16 sections as follows:

  • Section 1: Customer Database
  • Section 2: Customer/Product Overview
  • Section 3: Promotions Summary
  • Section 4: Customer Strategic Classification
  • Section 5: Buying Mix Analysis within the Account
  • Section 6: S.W.O.T. Analysis of the Account
  • Section 7: Key Objectives
  • Section 8: Company 3-Year Objectives
  • Section 9: Company Annual Objectives
  • Section 10: Customer Investment Plan
  • Section 11: Customer P&L
  • Section 12: Account Business Forecast
  • Section 13: Source of Business Development
  • Section 14: Key Criteria/Parameters Affecting Plan Achievement
  • Section 15: Immediate Action
  • Section 16: Medium Term Plan
  • Summary of Plan & Monitoring Sheets
Download Sample Sections (Zipped Excel file)


You will need Microsoft Excel installed on your computer to successfully operate the plan.

NOTE: Following payment, this product will be made available
on the KamCity Shop site for immediate download.