# Retention, expansion & leadership tools — illustrative working template

> Illustrative template, not a client result, completed consulting engagement, validated technical recommendation or software system. Fill in with client-provided evidence.

## Business outcome and scope

Company / team: [enter]
Desired outcome: [enter]
Baseline and measurement period: [enter]
Account / application / product priority: [enter]
Owner and available capacity: [enter]

## How do we grow the right accounts and learn from the work?

### Customer retention & account-expansion plans

Purpose: Review account risk and additional application, site and product opportunities.

Known facts: [enter]
Assumptions to validate: [enter]
Decision / next action: [enter]
Owner / due date / evidence: [enter]

### Account and supplier/partner review templates

Purpose: Keep wallet-share hypotheses, current progress and next actions visible.

Known facts: [enter]
Assumptions to validate: [enter]
Decision / next action: [enter]
Owner / due date / evidence: [enter]

### Supplier–distributor joint business plan

Purpose: Align account-expansion priorities, supplier training and campaigns, named commitments and a partner growth scorecard.

Known facts: [enter]
Assumptions to validate: [enter]
Decision / next action: [enter]
Owner / due date / evidence: [enter]

### Win/loss feedback & weekly/monthly action logs

Purpose: Feed customer decisions and field learning back to commercial priorities.

Known facts: [enter]
Assumptions to validate: [enter]
Decision / next action: [enter]
Owner / due date / evidence: [enter]

### Team/partner coaching & enablement plan

Purpose: Build application selling, account planning and practical review habits.

Known facts: [enter]
Assumptions to validate: [enter]
Decision / next action: [enter]
Owner / due date / evidence: [enter]

### Pilot scorecard & leadership dashboard

Purpose: Measure qualified progress, bookings and client-supplied margin inputs—not just activity counts.

Known facts: [enter]
Assumptions to validate: [enter]
Decision / next action: [enter]
Owner / due date / evidence: [enter]

### 30–60–90 execution roadmap & executive readout

Purpose: Review owners, dependencies, completed actions, risks and next-period decisions.

Known facts: [enter]
Assumptions to validate: [enter]
Decision / next action: [enter]
Owner / due date / evidence: [enter]

### Fractional sales & marketing leadership

Purpose: Scope ongoing coordination, coaching and execution ownership when the business needs it.

Known facts: [enter]
Assumptions to validate: [enter]
Decision / next action: [enter]
Owner / due date / evidence: [enter]

## Review and next decision

Customer-agreed next step: [enter]
Evidence needed / stop-go gate: [enter]
Work completed and outcome: [enter]
Review date and next priority: [enter]

Review the quality and outcome of the work, not just how much of it happened.

Potential, forecast, future commitments and actual booked business are separate. No result or savings is assumed.