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Account Planning
Org Chart & Relationship Map
A practical account-planning template for mapping customer organizational structures, stakeholder importance, relationship strength, internal ownership, and engagement gaps.
Summary
This resource helps account teams build a clear, shared view of the people who influence decisions within a customer or prospective account. It includes editable templates for an account organizational chart, a relationship map, and a detailed stakeholder relationship register covering each contact’s role, organizational level, strategic importance, relationship health, assigned team member, and type of relationship.
Fully populated example slides demonstrate how to translate stakeholder intelligence into a visual account map, distinguish allies from weaker or undeveloped relationships, identify primary contacts, and show which members of the sales team are connected to each decision-maker. The templates can be reused in account plans and review meetings to expose coverage gaps, coordinate engagement activity, and prioritize the relationships most important to account growth.
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Hosted on Affarico


Publisher / Journal
Affarico


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Key Information
Author
Affarico
Published
June 2026
Domain
Proprietary Content
Type
Limited Reuse Rights
Source
Identifier
© Affarico 2026


