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Account Analysis and Planning

Account Analysis and Planning is a five-module course which provides participants with an in-depth process for analyzing and strategizing on accounts. These five modules are included:

  • Prepare: Understanding Your Customer's Needs
  • Analyze: Step by Step Methods for Analyzing Customer Accounts
  • Strategize: Planning and Prioritizing Customer Accounts
  • Organize: Maintaining Consistent Contact with Customer Accounts
  • Implement: Your Plan for Building Customer Relationships

For more information or to preview a module please contact us at:

Merit Solutions LLC
105 Roblar Avenue
Hillsborough, CA 94010
Phone: (800) 677-1667 or 650-348-5398
  Training Modules
Management Tools & Techniques
Communication Skills
Team Development
Increasing Productivity & Efficiency
Performance Management
Creating Organizational Excellence
People Management
Business Law & Management
Customer Service
Market Analysis And Planning
Account Analysis And Planning
Consultative Selling Skills

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