Sales Account DiversificatonI Checklist
Company Name: [Your Company Name]
Sales Professional: [Your Name]
Date: [Date]
| List all current customer accounts. |
| Identify key accounts, major revenue sources, and growth potential. |
| Calculate the percentage of total revenue generated by each major account. |
| Assess the risk associated with overreliance on any single account. |
| Categorize accounts by industry or sector. |
| Identify trends or changes in specific sectors that may affect your accounts. |
| Set clear objectives for the number of new accounts to acquire. |
| Explore opportunities to offer additional products or services to existing customers. |
| Assess the feasibility of expanding into new geographical markets. |
| Research market potential and competition in target regions. |
| Ensure that all sales practices comply with federal and state laws. |
| Safeguard customer data in accordance with applicable data privacy regulations (e.g., GDPR, CCPA). |
| Keep detailed records of customer interactions, preferences, and feedback. |
| Schedule regular follow-up and communication with key accounts. |
| Monitor customer satisfaction through surveys, feedback, or NPS (Net Promoter Score). |
| Address customer concerns promptly and effectively. |
| Identify potential risks associated with each account diversification strategy. |
| Develop a risk mitigation plan for high-impact and high-likelihood risks. |
| Continuously monitor and adjust the risk mitigation plan as needed. |
| Assign responsibilities for risk management. |
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