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Agile Account Planning

Agile Account Planning is the dynamic management and adaptation of sales strategies to quickly respond to market changes. It involves flexible client management, proactive response to business trends, and continual reassessment of account strategies, ensuring efficiency and timely delivery of services in account management.

Level 1: Emerging

At an emerging level, you are understanding the fundamentals of agile account planning. You are learning to quickly adapt to client needs and pivot strategies as required in account management.

Level 2: Proficient

At a proficient level you are able to develop and execute strategic account plans quickly and adaptively in response to changing client needs and market dynamics within the Account Management framework.

Level 3: Advanced

At an advanced level, you are able to quickly adapt and pivot account plans based on changing customer needs and market conditions, maximizing opportunities and driving growth within the account.

Where is this capability used?