Summit Climb Session™

Account Planning that Drives Real Pipeline 

Cohort 1 | April 23, 2026

Most account plans look impressive. Most of them also sit in a folder and change absolutely nothing.

This Climb Session fixes that. We’ll cut through generic account planning templates and focus on where growth will actually come from, who truly influences buying decisions, and how to turn account intel into clear pursuit priorities instead of vague relationship goals.

This is about focus, sequencing, and intent, not filling out slides to prove you “have a plan.”

As part of the Summit Climb Series, this session is a live, tactical deep dive designed to help you tackle one specific growth challenge and leave with something real in hand.

Best for:

• BD leaders and seller-doers
• Account managers
• Capture managers
• Delivery leaders expected to support growth
• Small business owners doing it all

You’ll work through:

• How to identify real expansion paths vs. wishful thinking
• Mapping influence and buying dynamics that actually matter
• Translating account intel into near-term and mid-term pursuit targets
• Deciding where not to spend time, just as clearly as where to invest

You’ll leave with:

• A clear, usable account plan tied to real opportunities
• Defined pursuit priorities your team can act on immediately
• A repeatable account planning approach you can reuse across accounts

What happens next:

• You’ll receive a confirmation email immediately
• A separate Microsoft Teams calendar invite will follow
• Come prepared with a real account, opportunity, or challenge to work through
• Recording access will be shared with all registered participants after the session

Session format: Live on Microsoft Teams. Recording provided to registered participants.

Registration terms:

• Due to limited cohort size, registration is non-refundable
• If you cannot attend live, you will receive the session recording
• Access is limited to the registered participant