ACCOUNT MANAGEMENT QUESTIONNAIRE

SALES & KEY
account management
questionnaire

First Name

Last Name

Phone

Company

Position

What steps do you take to build great relationships with clients?

What techniques do you use to upsell new or existing clients?

What traits do you feel are most critical to excelling as an Account Manager?

What is the most common objective you hear from your customer and how do you address it?

When did you do your last formal customer review?

How do you manage, plan and budget for the financial success of your customer?

What is your company's value proposition that differentiates your company's product or service offering?

What specifically do you do to organize your accounts for success?

How do you measure and define success?

What are your biggest challenges day to day and what types of training would allow you to be more successful?

Do you have the tools and resources to be successful?

Do you spend a majority of your time on customer-facing activities?

Thanks for submitting your account management questionnaire! I will discuss the results with you soon!