SalesPlan15 min read
Corporate Account Plan
Turn a target local account into a documented relationship and production plan.
PRIMARY ROLESales Manager
USE WHENAccount Planning
Operating standard
- 01
Corporate Account Plan: Confirm the scope, desired outcome and sales owner for this account planning work.
- 02
Verify the current facts with the appropriate hotel systems, logs, guest records or physical inspection.
- 03
Complete the actions within Sales Manager authority and escalate any safety, guest, revenue or policy exception promptly.
- 04
Coordinate required handoffs with the affected department so the action is visible beyond one shift.
- 05
Document the result, any exception and the next action before the work is considered complete.