Looking for Key Account Manager Templates to download? See the main templates that a Key Account Manager would use in their day-to-day work.
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Key Account Manager Templates
Contents
Key Account Manager Templates
There is a huge number of templates that someone in the Key Account Manager role uses in their daily work. In this article, we’ll outline the main templates they use.
Documents & Spreadsheets
These templates are some of the most commonly used templates by a Key Account Manager. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.
1. Monthly Sales Report
2. Key Account Performance Dashboard
3. Sales Forecasting Spreadsheet
4. Customer Relationship Management (CRM) Template
5. Key Account Meeting Agenda
6. Sales Territory Analysis Spreadsheet
7. Key Account Action Plan
8. Sales Pipeline Tracker
9. Key Account Quarterly Review Template
10. Sales Target Setting Worksheet
Reports
Reports are often prepared by a Key Account Manager to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.
1. Sales Performance Report
2. Customer Satisfaction Report
3. Sales Forecast Report
4. Key Account Analysis Report
5. Sales Pipeline Report
6. Competitor Analysis Report
7. Sales Activity Report
8. Revenue Analysis Report
9. Market Share Report
10. Sales Trend Report
SOPs
At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Key Account Manager does and how they do it.
1. Sales Forecasting SOP
2. Customer Relationship Management SOP
3. Key Account Planning SOP
4. Sales Performance Analysis SOP
5. Sales Territory Management SOP
6. Sales Pipeline Management SOP
7. Sales Target Setting SOP
8. Sales Negotiation SOP
9. Sales Presentation SOP
10. Sales Reporting SOP
Presentations
Key Account Manager presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.
1. Sales Performance Review
2. Key Account Analysis
3. Quarterly Business Review
4. Customer Satisfaction Survey Results
5. New Product Launch Presentation
Legal Docs
There are several key times when a Key Account Manager needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.
1. Sales Agreement Template
2. Non-Disclosure Agreement Template
3. Service Level Agreement Template
4. Sales Proposal Template
5. Client Contract Template
Health & Safety Templates
Health & Safety templates for a Key Account Manager ensure that the correct forms are completed to protect from harm and record any incidents at work.
1. Monthly Safety Inspection Checklist
2. Incident Report Form
3. Emergency Evacuation Plan
4. Risk Assessment Template
5. Health and Safety Training Attendance Record
Calendars
Setting up Key Account Manager calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Sales Calendar
2. Key Account Meeting Calendar
3. Sales Target Calendar
4. Customer Engagement Calendar
5. Sales Activity Calendar
Invoice Templates
Several types of Key Account Manager invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Sales Invoice: This invoice is used to bill customers for products or services sold during the month.
2. Proforma Invoice: This invoice is used to provide a detailed breakdown of costs and estimated charges before the actual sale takes place.
3. Credit Invoice: This invoice is used to issue a credit note to customers for returned goods or overpayments.
4. Recurring Invoice: This invoice is used to bill customers for recurring services or subscriptions on a monthly basis.
5. Expense Invoice: This invoice is used to bill customers for any additional expenses incurred during the sales process, such as shipping or handling fees
Survey Templates
For a Key Account Manager to get insights related to the work they do, they need to send out Key Account Manager surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Customer Satisfaction Survey
2. Product Feedback Survey
3. Market Research Survey
4. Sales Performance Survey
5. Competitive Analysis Survey
Meeting Agendas
Having premade Key Account Manager meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.
1. Monthly Sales Review Meeting
2. Key Account Strategy Meeting
3. Quarterly Business Review Meeting
4. Sales Forecasting Meeting
5. Customer Relationship Management Meeting
Budget Templates
To manage finances well, a Key Account Manager would need to have budget templates they can used on a monthly, quarterly and yearly basis.
1. Sales Forecast Budget Template
2. Expense Budget Template
3. Revenue Budget Template
4. Marketing Budget Template
5. Travel and Entertainment Budget Template
Dashboards
Dashboards are a useful way for a Key Account Manager to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Sales Performance Dashboard
2. Customer Satisfaction Dashboard
3. Key Account Analysis Dashboard
4. Sales Funnel Dashboard
5. Revenue Forecasting Dashboard
Proposal Templates
For bidding or requesting work, a Key Account Manager needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.
1. Monthly Sales Forecast Proposal
2. Key Account Development Proposal
3. Customer Retention Strategy Proposal
4. New Product Launch Proposal
5. Pricing and Discount Proposal
Get Your Template Made
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