4/2/2025-Q2 account planning (YAY)

While it may feel like you have hundreds of things to take care of each week in your role, understand that strategically chasing revenue beats fiddling around in your inbox any day.

Yesterday, you said you were gonna KILL Q2….now it’s time to work on your plan!

For example, how will you grow Acme Inc. by 20% in Q2?

Your answer is your strategic plan. ("Strategic account planning" doesn’t have to be complex or intimidating.)

The hardest part about account planning is finding time to work on ’em. But once you sequester yourself and think about the challenges of your top accounts, the answers and creative ideas rise to the top.

Today, translate your Q2 strategy into tactics.

Focus your approach on these two areas:

1. Obstacles: Itemize the hurdles you must overcome to move forward on each account. How are you going to tackle them?

2. People: Who must you meet with to affect Q2 spending? (It always comes back to prospecting, huh?)

Next, get to work…call someone! Email someone. Whatever.

Get meetings!

Strategic account planning is a dynamic process that should get your attention weekly, not just at the end of every quarter.

If you buy the premise that your best thinking comes out of you when you can sit and think and repeat that process with frequency, then you’ve just seen the light about the keys to figuring out complex issues.

Every day, you’re pushed and pulled in numerous directions, but that work is not as fun as when you can thoughtfully think about each key account from a bird’s eye.

Like anything and everything in the sales game, you must be disciplined and committed to strategic account planning just as you are to prospecting, growing your skills, and all the other issues you must attend to regularly.

And while those other things seem to add up to 89 hours a week, understand that strategically chasing revenue beats fiddling around in your inbox any day.

Can you hit your Q2 number without an account plan? Ummm…maybe.

But what about Q4? Or 2026? …2030??

Perhaps this TED Talk behavioral neurologist, Dr. Tali Sharot, is what you need right now.

Dr. Tali will help you overcome your addiction to handling tactical task-driven activities and adopt a more strategic mindset—something you’ll need not just for Q2 but also for 2026 and beyond.

Your prospects deserve your brain more than your quick response time on the keyboard.