Notion Sales Account Plan Template

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Use this template to keep the details of your key accounts. There isn’t one rinse-and-repeat sales strategy that works for every single client. That’s where this sales account planning template comes in. It includes all of the important details of a prospective or existing account. That way, you’re armed with the information you need to close more deals and keep your current clients happy. See more details at Notion Sales Account Plan Template.

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What you need before purchase

Basic knowledge of how to use Notion
Notion account (free is fine for this template)

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After purchase

After purchase, you'll get access to the Notion template immediately. From the template page, click on the Duplicate link (top right-hand of the screen) to copy to your account.

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FAQs

Refunds

As this is a digital product, we can't offer refunds on purchases. Feel free to contact us via our main website, Template Road, for any questions before buying and we'll happily reply.

Notion Free Account

This template will work on the free account within Notion but we'd recommend the paid version if you're using it with your team.

Share with team

This purchase is for a single license for you to use with your team. If you want to share with additional teams, divisions or people from other companies, please get in touch (to discuss the extra licenses).

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