Internal Account Review One-Pager

An internal account review is a way for teams to see a comprehensive, data-driven overview of a particular account. Internal account reviews are helpful for highlighting an account’s key metrics, challenges, and areas for improvement. Internal account reviews should be concise, easy to understand, and data-driven. Use this internal account review one-pager template with best practices to improve your existing internal account review process, or build a new one from scratch.