Template courtesy of our friends at:

Template courtesy of our friends at:

Account Planning


One of the fastest ways to learn about your client's business is to better understand their number one stakeholder: their customers. Focusing the discovery phase on your client's "end customers" (your customer's customers) opens the conversation to further detail about your client’s challenges and goals. These findings allow you to help your clients make an impact to overcome their customer’s obstacles and determine necessary solutions.

Use this template to learn more about your client’s customers and discover core resolutions.


Take Your Virtual Superpowers to the Next Level with Digital Sales Templates (Somersault Innovation)

by Somersault Innovation

Somersault Innovation was born in 2015 when we fell in love with the power of Design Thinking and wanted to teach others to use the methodology. Once we got going, we realized there was incredible value in offering sales professionals the same tools that designers have been using for years to drive customer centricity.

We started teaching sellers how to use various tools to do better Discovery, generate Insights and Accelerate the deal cycle. The results have been amazing and inspiring.

Somersault Innovation

Somersault Innovation enables Sales professionals to use Design Thinking techniques to accelerate revenue growth.

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