Dynamic Account Planning

A six-week program for Account Managers ready to create strategic account plans that drive real results, align with client goals, and unlock new growth opportunities.

Included in your AMplify membership

A proven framework to make your account plan a powerful, living tool.

Templates and bonus materials to streamline implementation.

Join AMPLIFY

Make Your Account Plan a Competitive Advantage

By completing Dynamic Account Planning, you’ll:

Create account plans that evolve with your clients’ needs and goals.

Drive renewals and expansion without guesswork or last-minute pressure.

Identify risks early and uncover new growth opportunities.

Position yourself as a strategic partner, not just a vendor.

BECOME a member

Make Your Account Plans Count

This six-week online program covers everything you need to create account plans that drive results and accelerate your career:

Rethinking Account Planning: The Mindset Shift

If your account plan is just a document, you’re doing it wrong.
‍Learn why traditional account planning fails, how to make it a living, dynamic process, and how to get internal buy-in for better execution.

Building a Simple, Actionable Account Plan

Overcomplicated account plans kill momentum.
Get a proven, easy-to-use framework that makes account planning fast, strategic, and effective—without wasting time on fluff.fast, strategic, and effective-.—without wasting time on fluff.

Stakeholder Mapping & Relationship Strategy

One champion isn’t enough.
‍Learn how to map decision-makers, expand relationships across the org, and protect against single-threaded risk—so your renewals aren’t at the mercy of one person.

Customer Goals & The Power of Voice of Customer (VOC)

Your success depends on their success.
‍Uncover what really drives your customers, align your account plan to their priorities, and use VOC insights to lock in long-term growth.

Risk & Opportunity Identification: The Growth Formula

Waiting until renewal to spot risk is too late.
‍Learn how to identify red flags before they become churn events, predict expansion opportunities, and proactively drive revenue growth.

The Hot Seat: Live Account Plan Reviews

It’s time to put your plan to the test.
Get real-time feedback from experts and peers in a live review session, ensuring your account plan is ready to drive results.

Real Results from Account Managers Like You

“The support and insights every Account Manager needs”

AMplify is exactly what Account Managers need. The courses are practical and immediately useful, the discussions are thoughtful, and the people here truly want to help each other succeed. Whether you’re early in your career or a seasoned AM, AMplify gives you the tools and network to keep getting better.

Patricia Saunders

VP of Customer Success, FusionAuth

“Helped Me Tackle Tough Client Conversations with Confidence”

AMplify reignited my passion for Account Management. Its tools helped me plan strategically and confidently handle challenging situations. In a recent review, I used AMplify techniques to navigate a client’s restructuring, gaining insights that deepened our partnership.

Kristy Devantier

Director, Account Management, WorkerBee.TV

Provides the Support and Tools Every People Leader Needs

AMplify is a game-changer for people leaders like me. The supportive community and exceptional resources have saved me countless hours, especially with ready-to-use templates that my team relies on. It’s been transformative for my personal growth and my team’s success."

Joanna Hagelberger

Vice President, Customer Success, Rhoads Online Institute

“I Secured Two Early Renewals Thanks to AMplify”

AMplify gave me clear steps to refine my account strategy. These insights led to two early renewals, and I’m now revamping my annual strategic planning process to deliver even greater results in the coming year."

Rachel Senor

Vice President, Account Strategy, OHO Interactive

Your Investment in Success

An outdated account plan won’t help you win renewals or grow your accounts. Make yours a dynamic, results-driven tool that keeps you ahead of client needs.

Dates:

Live program starts
April 15, 2025.

Can’t make it live?

Enroll to access all recordings and materials.

Format:

Six expert-led modules + templates, tools, and real-world examples.

Access:

Exclusive to AMplify members.

Price:

$899/year (includes full AMplify membership).

Meet your Instructor:

Alex Raymond

Founder of AMplify and former CEO of Kapta, Alex is a leading expert in Account Management and client engagement.

Having worked with hundreds of companies and thousands of Account Managers, he delivers practical strategies to create account plans that drive real results, align with client goals, and unlock new growth opportunities.

Instead of static, outdated plans that collect dust, Alex teaches a dynamic approach—one that helps you stay ahead of client needs, proactively spot risks, and consistently find new growth opportunities.

Turn Account Planning into Your Competitive Advantage

Build a dynamic, evolving strategy that keeps you ahead of client needs and sets you up for long-term success.

Your clients, your company, and your career will thank you.