Free Sales Account Diversification Checklist Template
Sales Account DiversificatonI Checklist
Company Name: [Your Company Name]
Sales Professional: [Your Name]
Date: [Date]
|
|
List all current customer accounts. |
|
|
Identify key accounts, major revenue sources, and growth potential. |
|
|
Calculate the percentage of total revenue generated by each major account. |
|
|
Assess the risk associated with overreliance on any single account. |
|
|
Categorize accounts by industry or sector. |
|
|
Identify trends or changes in specific sectors that may affect your accounts. |
|
|
Set clear objectives for the number of new accounts to acquire. |
|
|
Explore opportunities to offer additional products or services to existing customers. |
|
|
Assess the feasibility of expanding into new geographical markets. |
|
|
Research market potential and competition in target regions. |
|
|
Ensure that all sales practices comply with federal and state laws. |
|
|
Safeguard customer data in accordance with applicable data privacy regulations (e.g., GDPR, CCPA). |
|
|
Keep detailed records of customer interactions, preferences, and feedback. |
|
|
Schedule regular follow-up and communication with key accounts. |
|
|
Monitor customer satisfaction through surveys, feedback, or NPS (Net Promoter Score). |
|
|
Address customer concerns promptly and effectively. |
|
|
Identify potential risks associated with each account diversification strategy. |
|
|
Develop a risk mitigation plan for high-impact and high-likelihood risks. |
|
|
Continuously monitor and adjust the risk mitigation plan as needed. |
|
|
Assign responsibilities for risk management. |
