The Quarterly Reset: How to Refocus Your Account Plans Every 90 Days

Account plans don’t age well on their own.

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If you’re only revisiting them once or twice a year—or worse, letting them collect dust—you’re missing key opportunities to stay aligned, course-correct, and proactively drive value for your clients.

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A quarterly reset is a simple habit that keeps your strategy fresh, your client relationships strong, and your revenue targets in reach.

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Here’s how to do it right—without turning it into a heavy lift.

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1. Reground in the Client’s Current Goals

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What mattered three months ago might not matter today.

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Start each quarter by revisiting your client’s business priorities. Check for any shifts in:

• Internal leadership or org structure
  
  
• Budget allocations
  
  
• Strategic initiatives or KPIs
  
  

Use recent QBRs, executive conversations, and client updates to validate what’s still relevant. Don’t assume—confirm.

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2. Review Last Quarter’s Plan and Outcomes

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Did your action plan lead to real results?

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Pull in metrics that matter:

• Revenue retention and expansion
  
  
• Product usage or adoption rates
  
  
• Open risks or support issues
  
  
• Milestone achievements from your roadmap
  
  

A good account plan shows progress. A great one explains how that progress ties back to client success.

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3. Reset Your 90-Day Priorities

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Once you know where things stand, define what comes next.

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Set 1–3 priorities for the next quarter, focused on outcomes that matter to both you and the client. This keeps your work targeted and trackable.

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Your priorities might look like:

• Delivering a new feature rollout
  
  
• Securing stakeholder buy-in for renewal
  
  
• Building a joint success plan for an upcoming initiative
  
  

Make them clear, realistic, and directly linked to your broader strategy.

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4. Align Internally Before You Move

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Before you finalize anything, sync with your internal team:

• Does Sales know your upsell timeline?
  
  
• Is Product aware of any gaps or client asks?
  
  
• Do leaders understand where this account stands?
  
  

Alignment isn’t optional—it’s what makes your plan executable.

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Loop in stakeholders early so they’re ready to support your plan instead of reacting after the fact.

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5. Share the Plan and Lock In Accountability

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Don’t wait for your next QBR to share the reset.

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Send a short, client-facing version of your 90-day plan. Keep it high-level and outcome-focused, with clear deliverables and owners.

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This positions you as a proactive partner—not someone just keeping the lights on.

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And it builds confidence that you’re thinking about their goals, not just your timeline.

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The quarterly reset doesn’t have to be a heavy lift. When done well, it keeps your strategy current, your internal teams aligned, and your clients confident they’re in good hands.

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If you’re looking to improve how you structure and build your account plans from the start, check out Account Planning 101: Building a Roadmap for Client Success.