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[INSERT NAME] KEY ACCOUNT PROFILE [INSERT PERIOD] Overview [INSERT NAME] is a Key account for the following reasons: Industry Analysis - Competitors • Rivalry • Competitors Industry Analysis - PESTLE PESTLE Political Economic Social Technological Legal Environmental Change/effect Business Analysis - strategy • Vision • Mission • Values • Goals • Objectives Business Analysis - Products Products - • Brands and products • Target market • Market Position • Product life cycle Business Analysis – Marketing Activity Refer Marketing Other Media Activity • Sponsorship • Alliances Competitive Advantage Cost Advantage •Variable costs Marketing expenses Operating expenses Transaction cost Marketing Advantage •Distribution Sales effort Brand awareness Differentiation Advantage •Product differentiation Customer experience Brand reputation Relative price Advantages Disadvantages Key Relationships - Buying decision process Buying Decision Process Need or problem awareness Information search Evaluation of alternatives Purchase Post purchase evaluation Who is this person? When do you need to make contact? Key Relationships - Contact points CUSTOMER CONTACT POINTS CUSTOMER DiSC Profile Key Account Manager Legend: Blank = no relationship; X = poor; XX = neutral; XXX = good; XXXX = V. good; XXXXX = excellent DMU – Shaded Contacts SWOT Analysis Client Strengths Weaknesses Opportunities Threats Weight 1-5 US Weight 1-5