Free Account Plan Template (Excel & Google Sheets)
What's in the account plan template
The workbook has three tabs. Account Info holds the account name, industry, owner, tier, contract value and renewal date, plus a live days-to-renewal count.
Contacts maps every stakeholder with their role - Economic buyer, Champion, Influencer, User, Blocker - along with email, phone and notes, so you always know who you're talking to and who might block a deal.
Goals & Actions is where objectives, whitespace/expansion opportunities and renewal actions live together, each with an owner, due date, status and priority - one linked file instead of Smartsheet's separate downloads for plan, mapping, and action-plan.
Account health, calculated automatically
Below the Goals & Actions list, a health formula reads AT RISK the instant any action is marked Blocked - regardless of how many other actions are on track - because a single blocked action is exactly the kind of risk you want surfaced immediately, not averaged away.
With no blocked actions, it reads HEALTHY once 70% or more of actions are marked Done, and ON TRACK otherwise. None of the scraped competitors (Smartsheet, TemplateArchive, HubSpot) bundle an automatic health score into their flat account plan tables - you'd have to eyeball status columns yourself.
Stakeholder mapping and whitespace tracking in one file
HubSpot's account planning template is a single gated PDF/doc behind a lead-capture form. Smartsheet offers genuine ungated Excel files, but splits stakeholder mapping, the plan itself, and the action plan across separate single-purpose downloads.
This template keeps stakeholder roles, account goals, whitespace opportunities and renewal-risk actions in one connected workbook, so the health score can actually see across all of it.
How to use it
- Fill in account details, tier and renewal date on the Account Info sheet.
- Map every stakeholder and their role on the Contacts sheet.
- Log goals and actions on the Goals & Actions sheet - update Status as work progresses.
- Check the account health rollup below the action list - it flags AT RISK automatically if any action is Blocked.
Download the free Free Account Plan Template (Excel & Google Sheets)
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CRM & Sales Pipeline Tracker
If you're managing a full pipeline of accounts rather than one strategic account at a time, the paid CRM & Sales Pipeline Tracker ($14) adds stage-to-stage conversion, a 3-scenario forecast, and stale-deal alerts across your whole book.
See the full versionFrequently asked questions
How is account health calculated?
It reads AT RISK the moment any action is marked Blocked. With no blocked actions, it reads HEALTHY once 70% or more of actions are Done, and ON TRACK otherwise.
Can I track more than one account in the same file?
This template is built for one account per file - duplicate the workbook for each strategic account you manage so the health score stays specific to that account.
Does this include whitespace / expansion opportunity tracking?
Yes. Log expansion goals and whitespace opportunities as objectives on the Goals & Actions sheet alongside renewal and adoption actions.
Can I use this in Google Sheets?
Yes. Upload the downloaded file to Google Drive, then open it and choose File > Save as Google Sheets. The account health formula keeps working.
Is this template really free?
Yes. You give an email address to download it, and then it's yours to use with no further cost.
What's the usage license?
Personal or single-business use. It's not meant to be resold or redistributed as a template product.