Templates

Templates let you create reusable structures for account plans. Instead of entering the same fields every time, you start from a template and adjust as needed.

Why Use Templates?

• Save time – Pre-fill common fields (vision, mission, objectives, structure)
• Consistency – All plans follow the same structure
• Best practices – Capture your team's standard approach

Creating a Template

1. Go to Account Planning → Templates.
2. Click + New (or Add template).
3. Fill in:
   • Name – Template name (e.g., "Standard Enterprise Plan")
   • Subject – Default subject
   • Vision – Default vision text
   • Mission – Default mission text
   • Objectives – Default objectives
   • Threat – Default threats section
   • Opportunity – Default opportunities
   • Criteria to success – Default success criteria
   • Constraints – Default constraints
   • MindMap (data_tree) – If you use MindMap structure
4. Click Save or Submit.

Editing a Template

1. Go to Account Planning → Templates.
2. Find the template you want to edit.
3. Click Edit.
4. Make your changes.
5. Save.

Creating a Plan from a Template

1. Go to Account Planning.
2. Click Create from Template (or use the Templates page).
3. Select the template.
4. Choose the Client and Period for the new plan.
5. The plan will be created with the template content.
6. Adjust any fields and save.

When to Use Templates

• Similar clients – Same industry or size
• Recurring periods – Monthly or quarterly plans with the same structure
• Standard workflows – Your team's agreed format

Template vs. Copy

Method	Use When
Template	You want a generic starting point
Copy / Create next period	You want to copy an existing plan (with its data) to a new period

Next Steps

• Creating a New Account Plan
• Recurring plan periods – Auto-copy completed plans