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.