QBR 2.0: Enter The Account Mapping Venn

Had fun playing around with my Octobuddy in the Parent pickup line. To which I humbly present to you this weeks vlog + blog :)

• The Account Mapping Venn
  • High Touch: Accounts that require constant handholding and frequent outreach
  • High Value: Accounts driving significant current spend
  • High Opportunity: Accounts with strong growth potential but not high spend today

    

• Why It Works
  • Offers a holistic view of an account manager’s patch
  • Highlights trends and shifts over time
  • Surfaces imbalance (e.g., too many high-touch, low-value accounts)
• Closing the Gaps
  • Build tactical plans to move accounts from “high touch” or “high opportunity” into “high value”
  • Focus resources where growth potential and current revenue align
• Graduation to Enterprise
  • Accounts that overlap all three circles are enterprise candidates
  • Recognition model: one-quarter quota relief to reinvest in portfolio and incubate new growth
  • Executive acknowledgment of transforming mid-market into Enterprise business
• The Outcome
  • Smarter allocation of time and resources
  • A repeatable framework to morph strategy into daily execution
  • Recognition and reward tied to measurable growth