Account Planning Bootcamp

An online on-demand course 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.

MASTER THE ART OF ACCOUNT PLANNING

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.

ACCESS THE COURSE TODAY

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

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.

Making It Stick — Building a Real Planning System

One good plan isn’t enough—you need a system that keeps planning on track over time. In this chapter, we cover how to build repeatable habits, check-ins, and workflows so account planning becomes part of how you work, not just a one-time exercise.

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

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Your Investment in Success

A bad account plan costs more than you think. Choose from the options below and start mastering your account plans today.

Program only

$499

On-demand

Includes

Account Planning Bootcamp Program

Templates

Tools

Lifetime access

Certificate of completion once finished

Community

Members-only AMplify forum

Access to our full library of recorded courses

Access to all online live courses

Access to all virtual events

Template Library

Who is it for?

For account managers who want to stop guessing and start building plans that actually drive results.
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Buy Now

AMplify Membership

$998 ^/year

$899/year if paid upfront

Community

Members-only AMplify forum

Access to our full library of recorded courses

Access to all online live courses

Access to all virtual events

Template Library

Who is it for?

For account managers who need tools, resources, and ongoing learning to stay competitive.

join today

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.