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Org Chart & Relationship Map

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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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Original Source

Hosted on Affarico

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Publisher / Journal

Affarico

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Source & Access

Key Information

Author

Affarico

Published

June 2026

Domain

Proprietary Content

Type

Limited Reuse Rights

Identifier

© Affarico 2026

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