Templates for Account Mapping and Team Alignments

Templates and Tools

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Templates for Account Mapping and Team Alignments

These templates help identify whom you know at the customer account and whom you do not. The Team Alignments Template maps executives at the customer account to people at your company.These templates are adapted from Mark Donnolos Essential Account Planning

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About the Authors

Roxy Torres

Roxy Torres is a former senior manager at ATD, where she ran the FIRE, sales enablement, and government content areas. For the Sales Enablement Community, Roxy spearheaded the 2015 update of the ATD World-Class Sales Competency Model. Prior to joining ATD, Roxy held various roles in business development and sales enablement at CEB (now Gartner).