Key-account (customer) plan: one chain, one year, one agreement
A 30-slide key-account plan for a pharmacy chain — where we stand, the plan, calendar and money, the agreement — with the calendar workbook and the negotiation ladder in the notes.
7 slides from the example
2 sheets from the workbook
Chain negotiations are lost on the account P&L the chain has and the supplier does not. This plan builds it: rate card → activities → calendar → investment by pillar and quarter → account P&L last year, plan and plan at −10 % → KPIs by month.
- Key-Account Plan Template (30 slides, negotiation ladder in the notes)
- Key-Account Plan Example — Clarisel × Nahdi 2027 (30 slides, fictional figures)
- Calendar workbook (Rate card → Activities → Calendar → Investment → Account P&L → KPIs → Checks) + example
- Two-page how-to
Key-account manager, trade marketing manager, brand manager in consumer healthcare, writing for a Gulf market and presenting to a regional or global team. Also the distributor marketer who co-writes it.
Every example is set in one fictional world: Meridian Consumer Health, its distributor Northern Gulf Distribution Co., the scalp-care brand Clarisel and its competitors Scalvia, Sebravel, Scalpex and Trichoderm. Nahdi, Al-Dawaa and United are real Saudi pharmacy chains used as market fixtures with invented figures. You see every box filled, every chart populated and every number reconciled, without a real company's data.
Prescription brands with a medical-affairs plan, agencies pitching creative work, or anyone who needs a company's proprietary template. The structure is the practice of the industry; the words, charts and numbers are original.
The done-with-you option adds three working sessions on your own document: inputs and numbers, the draft, and a review against the questions head office will ask.