Strategic account planning

Plan every key account
from one sourced picture

See the stakeholders, relationships, and open white space
across your target accounts,
so every account plan starts from what is true today.

Strategic outcomes

Build account plans your principals will actually use.

Know who sits on facilities, planning, and selection inside each target account
See where your firm already has relationships and where it has none
Find the building types and service lines at an account where you have not worked yet
Keep account plans current as people move and capital plans change
Walk into account reviews with sources instead of opinions

Capabilities

Client maps
The people, teams, and reporting lines that shape decisions inside an account.
For example: Map the campus architect, the capital projects director, and the provost's office at a target university.
Relationship coverage
See which of your people already know which stakeholders, and where coverage is thin.
For example: Two principals know the facilities lead. Nobody on your team knows the new planning director.
White space
Compare the work an owner is planning with the work your firm has delivered for them.
For example: You have designed residence halls for a client that is now planning a research building.
Account briefs
Sourced briefs on each account's planned work, leadership, and recent decisions.
For example: Before the quarterly account review, the brief lists the owner's latest board approvals and leadership changes.
Account enrichment
Keep stakeholders and projects current without asking principals to update a CRM.
For example: A new chief facilities officer starts. The account updates with their prior employer and projects.
Event plans
Know which conferences and local events your target accounts will attend.
For example: Stakeholders at two of your target accounts are speaking at the same regional conference.

Your 24/7 signal intelligence team

Owners, people, projects, and the relationships between them, mapped for every account you plan.

From the field

“Our partners' time is super valuable. If they can be armed with more intelligence, they limit the projects they chase and go after the ones we think we can win.”
Executive2,000+ person global architecture firm
“What stood out to me was being able to identify where those people are so you can get to them. It's getting to the who, which is half the battle, if not more.”
VP of strategic growth50+ person Detroit construction firm

Deep client intelligence on your target accounts,
ready for the next conversation.