The Account Plan area lists and describes both parties’ interests through the formal documentation of the values, behaviours and strategic orientations which govern a specific business relationship. This unites all users around shared goals and social norms. It includes 5 key components:

Before the Account Plan area can be used it needs to be configured by a Company Admin.

Shared Vision
- The Vision statement defines the relationship's purpose, focusing on its goals and aspirations. The statement should be unique, memorable and personal to the relationship. It should inspire the whole team.

Account Plan Project
- This project is a strategic workspace and a one-stop shop to manage, store and keep track of all key relationship activities that are focused on the delivery of the vision and objectives of the relationship. With this project, the team can track and manage alignment within the specific relationship.

Strategic Objectives
- Relationship objectives are one of the fundamental building blocks of your account plan. They should articulate what the relationship needs to focus on and should always be measurable. These are defined on an organisational or company level in the admin section and the descriptions can be customised for each individual relationship.

To help realise these objectives, each project created in the relationship can be linked to one or several strategic objectives. Any user who creates a project can link any defined strategic objective to their project, but only administrators can edit all other existing ones.

Guiding Principles
- The principles you want both sides of the relationship to adhere to. Committing these to writing will help keep everyone honest and confident in their approach to the goals and objectives.

Intended Behaviours
​- It can be important to outline the approach all team members are encouraged to adopt when working towards the goals and objectives. Being upfront with the expectations will help work progress smoothly and avoid friction.
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