Account Planning Bootcamp

Develop strategic account plans that align with your goals and your clients' objectives. Learn how to gather critical insights, validate plans, and continuously optimize for long-term success.

Included in your AMplify membership

A practical approach to integrating AI into real account workflows.

Pre-built prompts and tools to get results faster.

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Make Your Account Plan a Competitive Advantage

By completing Account Planning Bootcamp, 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.

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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:

Why Account Planning Matters More Than Ever

Account planning isn’t optional anymore—it’s how you keep and grow your biggest accounts. This chapter breaks down why planning matters more than ever in a world where clients expect more, competitors move faster, and renewals aren’t guaranteed.

The 7 Building Blocks of a Great Account Plan (Part 1)

Most account plans fail because they’re missing the basics. In this chapter, we cover the first core building blocks every strong account plan needs—so you’re not just filling out a template, but creating something that actually drives action.

The 7 Building Blocks of a Great Account Plan (Part 2)

A solid plan isn’t built in one step. In this chapter, we walk through the remaining building blocks—focusing on how to connect the dots between goals, actions, and outcomes so your plan actually leads to results.

Putting Planning into Action

In this chapter, we show you how to take your account plan off the page and into your day-to-day work—so you’re not just building plans, you’re using them to drive real results.

Driving Results — Using the Plan with Your Customer

A great plan isn’t just for internal use—it should guide your conversations with the customer. In this chapter, you’ll learn how to share your plan in a way that builds trust, creates alignment, and keeps both sides focused on what matters.

What Account Managers Are Saying

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“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

Robert Sproule
‍VP, Account Management at SafetyChain Software

We had the privilege of having Alex facilitate a full-day session with our team, and the results speak for themselves. Account Managers who were struggling before are now actively implementing what they learned—and we’re seeing real improvements in their performance and confidence.

Joanna Hagelberger
President of TrainingPros

“I Secured Two Early Renewals Thanks to AMplify”

Rachel Senor, Vice President, Account Strategy, OHO Interactive

90%

Members report increased confidence managing key client relationships.

AMplify is a thriving community of Account Managers and AM Leaders who share best practices, tools, and strategies.

Michael Robichaud, Global Key Account Manager at Premier Tech

“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

Kristy Devantier
Director, AM, at WorkerBee.TV

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Grow Faster with the Power of Community, Coaching, and Tools

Course Only

$249

•

Access to course’s live sessions

•

Access to course recording

•

Lifetime access

•

Earn a certificate upon completion

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Join the Community

$998 ^/year

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Access to the community

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Join all live, interactive programs

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Access entire course library

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Access to resources & templates

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Get a certificate when you complete a course

Join the Community

Your Competitive Edge Starts Here

Develop strategic account plans that align with your goals and your clients' objectives. Learn how to gather critical insights, validate plans, and continuously optimize for long-term success.

Dates:

On Demand

Can’t make it live?

Enroll to access all recordings and materials.

Format:

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

Access:

Via a Core AMplify Membership or standalone

Price:

$899/year (includes full AMplify membership).

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: