100+ Key Account Management (KAM) SOPs (Excel XLSX)

BENEFITS OF THIS EXCEL DOCUMENT

1. Provides a framework for executing Key Account Management processes efficiently across all account stages.
2. Provides a structured approach to maximizing revenue growth and customer retention through proven SOPs.
3. Provides a blueprint for aligning account teams, performance metrics, and strategic initiatives seamlessly.

ACCOUNT MANAGEMENT EXCEL DESCRIPTION

This product (100+ Key Account Management [KAM] SOPs) is an Excel template (XLSX), which you can download immediately upon purchase.

Curated by McKinsey-trained Executives

Unlock 100+ Key Account Management SOPs in One Powerful Excel Package

Are you ready to transform your Key Account Management (KAM) strategy and drive consistent revenue growth, customer satisfaction, and operational excellence? Introducing the Ultimate Key Account Management SOPs Excel Package – a complete, ready-to-use toolkit featuring over 100 meticulously crafted Standard Operating Procedures (SOPs) across all facets of KAM.

This comprehensive Excel template is your all-in-one solution for strategic account planning, onboarding, relationship management, sales growth, delivery excellence, performance measurement, governance, and innovation. Perfect for key account managers, sales leaders, and enterprise teams aiming to streamline processes, improve client retention, and maximize profitability.


What's Included: 100+ SOPs Organized in 10 Clusters

Cluster 1: Strategic Account Planning
1. Annual Key Account Planning SOP
2. Account Segmentation and Prioritization SOP
3. Account Strategy Development SOP
4. Key Account SWOT Analysis SOP
5. Value Proposition Design SOP
6. Strategic Account Goal Setting SOP
7. Long-Term Growth Planning SOP
8. Opportunity Pipeline Development SOP
9. White Space Analysis SOP
10. Account Portfolio Optimization SOP
11. Strategic Partner Mapping SOP
12. Key Account Business Review SOP
13. Strategic Account Playbook Update SOP
14. Annual Revenue Forecasting SOP
15. Multi-Year Account Strategy Refresh SOP

Cluster 2: Account Onboarding and Setup
16. Key Account Onboarding SOP
17. Customer Information Gathering SOP
18. Account Master Data Setup SOP
19. CRM Account Configuration SOP
20. Contract Review and Handover SOP
21. Stakeholder Mapping SOP
22. Account Welcome Kit Delivery SOP
23. Initial Relationship Kickoff SOP
24. First 90-Day Engagement Plan SOP
25. Account Access and Permissions SOP
26. Account Documentation Control SOP
27. Data Privacy Compliance SOP
28. Risk Assessment for New Accounts SOP
29. Service Level Agreement (SLA) Setup SOP
30. Internal Account Briefing SOP

Cluster 3: Relationship Management
31. Stakeholder Engagement SOP
32. Executive Sponsor Assignment SOP
33. Relationship Mapping SOP
34. Client Governance Structure SOP
35. Regular Touchpoint Scheduling SOP
36. Quarterly Business Review SOP
37. Executive Alignment Meeting SOP
38. Customer Feedback Collection SOP
39. Relationship Health Scoring SOP
40. Escalation Management SOP
41. Conflict Resolution SOP
42. Cross-Functional Collaboration SOP
43. Client Appreciation SOP
44. Relationship Renewal SOP
45. Account Retention Program SOP

Cluster 4: Sales and Revenue Growth
46. Account Growth Opportunity Identification SOP
47. Cross-Selling SOP
48. Upselling SOP
49. Pricing and Discount Management SOP
50. Proposal Development SOP
51. Bid and Tender Management SOP
52. Negotiation Process SOP
53. Contract Renewal SOP
54. Revenue Forecasting SOP
55. Win-Loss Analysis SOP
56. Account-Specific Sales Targeting SOP
57. Sales Incentive Alignment SOP
58. Opportunity Tracking SOP
59. Strategic Deal Review SOP
60. Account Revenue Performance Review SOP

Cluster 5: Account Delivery and Execution
61. Project Handover SOP
62. Service Delivery Coordination SOP
63. Delivery Milestone Tracking SOP
64. Implementation Governance SOP
65. Change Request Management SOP
66. Issue Resolution SOP
67. Service Escalation SOP
68. Performance Monitoring SOP
69. Delivery Quality Assurance SOP
70. SLA Compliance Monitoring SOP
71. Account-Specific KPI Reporting SOP
72. Customer Success Integration SOP
73. Post-Implementation Review SOP
74. Continuous Improvement SOP
75. Delivery Partner Coordination SOP

Cluster 6: Communication and Reporting
76. Internal Account Communication SOP
77. External Account Communication SOP
78. Account Status Reporting SOP
79. Client Reporting Cadence SOP
80. Executive Dashboard Reporting SOP
81. Account Review Presentation SOP
82. Customer Communication Protocol SOP
83. Meeting Minutes Documentation SOP
84. Internal Alignment Report SOP
85. Strategic Initiative Reporting SOP
86. CRM Data Update SOP
87. Internal Account Summary SOP
88. Escalation Communication SOP
89. Account Insight Sharing SOP
90. Key Account Newsletter SOP

Cluster 7: Performance Measurement and Analytics
91. Key Account KPI Framework SOP
92. Account Profitability Analysis SOP
93. Customer Lifetime Value Analysis SOP
94. Account Health Scorecard SOP
95. Customer Satisfaction Measurement SOP
96. Net Promoter Score (NPS) SOP
97. Retention Rate Analysis SOP
98. Margin Analysis SOP
99. Contract Performance Review SOP
100. Financial Performance Tracking SOP
101. Strategic Initiative ROI SOP
102. Forecast Accuracy SOP
103. Account Performance Benchmarking SOP
104. Dashboard Management SOP
105. Quarterly KPI Review SOP

Cluster 8: Governance and Compliance
106. Account Governance Framework SOP
107. Compliance Monitoring SOP
108. Contract Compliance Review SOP
109. Ethical Sales Practice SOP
110. Data Protection SOP
111. Confidentiality Management SOP
112. Anti-Bribery Policy SOP
113. Regulatory Reporting SOP
114. Risk Register Management SOP
115. Key Account Audit SOP
116. Non-Disclosure Agreement Management SOP
117. Escalation Governance SOP
118. Document Retention SOP
119. Internal Control Review SOP
120. Policy Adherence Review SOP

Cluster 9: Capability Development and Team Management
121. Key Account Manager Competency Framework SOP
122. Account Team Role Definition SOP
123. Team Onboarding SOP
124. Internal Knowledge Sharing SOP
125. KAM Training and Certification SOP
126. Coaching and Mentoring SOP
127. Succession Planning SOP
128. Incentive and Recognition SOP
129. Skill Gap Assessment SOP
130. Collaboration Workflow SOP
131. Internal Alignment Workshop SOP
132. Performance Appraisal SOP
133. Resource Allocation SOP
134. Account Leadership Development SOP
135. Continuous Learning SOP

Cluster 10: Innovation and Customer Value Co-Creation
136. Co-Innovation Workshop SOP
137. Joint Business Planning SOP
138. Customer Voice Integration SOP
139. Idea Submission and Review SOP
140. New Solution Proposal SOP
141. Product Feedback Loop SOP
142. Joint Marketing Initiative SOP
143. Technology Enablement SOP
144. Innovation Pipeline Tracking SOP
145. Pilot Program Management SOP
146. Strategic Partnership Development SOP
147. Customer Advisory Board SOP
148. Innovation ROI Evaluation SOP
149. Collaborative R&D SOP
150. Customer Success Story Development SOP


Why Choose This Key Account Management SOPs Package?
•  100% Ready-to-Use Excel Template – Streamline account management processes instantly.
•  Comprehensive KAM Coverage – From strategic planning to innovation and value co-creation.
•  Boost Sales and Retention – Implement proven SOPs to maximize revenue and client satisfaction.
•  Improve Team Productivity – Clear guidelines for account teams, managers, and leadership.
•  Data-Driven Decisions – SOPs include KPI tracking, dashboards, and performance analytics.

With this complete 100+ SOP package, your organization will have the blueprint to professionalize Key Account Management, improve client relationships, and drive sustainable revenue growth like never before.

Invest in your Key Account success today – download your SOP Excel package and start optimizing your KAM operations instantly!



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Source: Best Practices in Account Management Excel: 100+ Key Account Management (KAM) SOPs Excel (XLSX) Spreadsheet, SB Consulting