Account managers and business development leads
Planning a quarterly account growth strategy for a key client with high satisfaction scores.
Use cases
About
The Account Farming mind map template provides a structured framework for growing existing customer accounts, covering 74 nodes across four key areas: Pre-Requisites, People, Process, and Tools. It outlines the essential conditions for account farming, such as high customer satisfaction and being seen as value adders, and details the roles of the Relationship Manager, Offering/Competency team, and Customer Satisfaction team. The template includes specific process steps from monthly presentations by the Relationship Manager covering 'Account Score card' and 'Customer pain points' to execution and closure with 'Performance Evaluation'. Tools like 'ROI Calculators' and 'Monthly newsletter for the customer(s)' are also featured. This Account Farming cheat sheet is ideal for account managers and business development teams looking to systematically expand revenue from existing clients.
Terms and ConditionsWhen to use this template
Sales enablement teams and onboarding managers
Training new Relationship Managers on the systematic approach to expanding existing accounts.
Customer success teams and account executives
Reviewing account performance and identifying gaps in customer relationship management processes.
How to use this template
Step 1
Launch and Verify Account Readiness
Open the template in Xmind and review the Pre-Requisites branch to ensure your customer account meets the necessary conditions for farming.
Step 2
Define Teams and Assign Responsibilities
Customize the People branch by mapping specific team members to the Relationship Manager and Competency roles to establish clear accountability.
Step 3
Execute Process and Manage Tools
Follow the sequential process steps while populating the Tools branch with your organization's ROI calculators and newsletters to drive account growth.
Frequently asked questions
The template covers 74 nodes organized into four branches: Pre-Requisites, People, Process, and Tools. It includes specific roles like Relationship Manager, detailed process steps from opportunity evaluation to closure, and tools such as ROI Calculators and monthly newsletters.
Start by reviewing the Pre-Requisites to ensure customer satisfaction. Then assign the People roles, follow the Process steps—including monthly presentations and opportunity evaluation—and leverage the Tools like case studies and ROI calculators to support your efforts.
Yes, the template is fully editable in Xmind. You can customize node text, add or remove branches, and adjust the layout to fit your specific account farming strategy.
The Customer Satisfaction team is external to the account, reports to senior management, conducts periodic surveys, and communicates Action Taken Reports to the customer. It deepens relationships and prevents account hijack by the Relationship Manager.
The template is designed for accounts of any size. It includes elements like 'Customer appreciation events for large customers' but can be scaled down for smaller accounts by focusing on core processes and tools.
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