Sales Strategy: Key Account Growth with AI
46mIntermediate2025-01-17
Authors

Lisa Magnuson
Sales Expert and Author
Course details
Key accounts are a top priority for companies of all sizes—small, medium, and large. However, many top-tier account programs focus on tactical management rather than strategic alignment. This course shows senior salespeople, account managers, sales leaders, and company executives how to effectively retain and grow with your flagship clients. Join instructor Lisa Magnuson as she illustrates how a combination of strategic alignment and powerful sales strategy is essential for achieving long lasting results.
Learning objectives
Establish criteria and secure the senior leader handshake.
Apply crucial frameworks for key account expansion with AI assists.
Understand how to pinpoint top account opportunities and strategies with the help of AI.
Learn how to gain momentum with win rooms.
Learn how to advance by deploying strategic account team members.
Discover how to activate executive engagement.
Identify essentials for collaborating with your marque account on longer range plans.
Learning objectives
Establish criteria and secure the senior leader handshake.
Apply crucial frameworks for key account expansion with AI assists.
Understand how to pinpoint top account opportunities and strategies with the help of AI.
Learn how to gain momentum with win rooms.
Learn how to advance by deploying strategic account team members.
Discover how to activate executive engagement.
Identify essentials for collaborating with your marque account on longer range plans.
Skills covered
Sales SkillsBusiness StrategySalesArtificial Intelligence for BusinessBusiness Analysis and StrategyLeadership and ManagementOne-Off
Concepts
0. Introduction
- 01 - Prepare to grow with your top clients
- 02 - What you need to know
1. Strategic Account Management
- 03 - Combine account management with strategic alignment
- 04 - Secure the senior leader handshake
- 05 - Establish key account criteria
2. Crucial Frameworks for Key Account Expansion
- 06 - Assemble the key account team
- 07 - Establish essentials for top-tier accounts with AI assistance
3. Strategy, Growth, and Top Accounts
- 08 - Pinpoint key account opportunities and strategies with AI
- 09 - Advance by deploying top account team members
- 10 - Gain momentum with win rooms
4. Powerful Client Touchpoint Programs
- 11 - Activate executive engagement with an AI boost
- 12 - Focus on communicating your impact
- 13 - Collaborate on a joint planning roadmap
Conclusion
- 14 - Create your customer success stories
- 15 - Design the path forward
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