📊 OVERVIEW
A professional Excel workbook for profiling and evaluating commercial accounts. Designed for sales teams, account managers, and business development professionals, this template includes structured fields for contact details, credit limits, competitor presence, and strategic planning. Ideal for B2B account reviews, client onboarding, and sales strategy formulation.
📦 WHAT’S INCLUDED
• 📘 Excel workbook (.xlsx)
• 🧾 Account profile form with fields for buyer info, credit data, and historical purchases
• 🧠 Strategic planning prompts for identifying problems, opportunities, and competitive positioning
• ✅ Ready for printing, PDF export, or digital sharing
🧠 USE CASES
• Commercial account profiling and credit evaluation
• Strategic sales planning and opportunity mapping
• Client onboarding and internal account reviews
• Reusable format for any industry or sales territory
🎯 FEATURES
• Editable .xlsx format with UK spelling and layout standards
• Includes prompts for D&B data, annual volume, and strategic approach
• Modular layout for expanding fields or tailoring to industry-specific needs
• Compatible with Microsoft Excel and Copilot editing
🔴 INSTANT DIGITAL DOWNLOAD
No waiting, no shipping, no locked fields. This template is available immediately and built for professionals who need a structured, editable way to analyse commercial accounts. Download, customise, and start planning—right away.
