A worked example (fictional companies)

    Key Account Sales, Reimagined.

    Every key account is bigger than the parts you can see.

    Key account sales is supposed to mean knowing a customer inside and out: every site, every buyer, every budget. In practice, your team works the handful of deals in the CRM and never sees the rest. The building nobody called on. The new VP nobody met. The project that went to a competitor before anyone heard about it.

    Watch one account fill in on the Key Account Board, and count what was missing.

    Make it relevant to you. What do you sell?

    What do you sell?

    Key Account Board: Marlowe's Markets, as seen by Halyard Fire Protection

    CRM: 22 contacts, 25 deals and quotes. Public sources: 31 more people. Refreshed Oct 2026.

    Halyard covers 8 of 72 cells at Marlowe's, has 6 open, lost 1, and 16 show public demand Halyard isn't in.

    Today

    $105k

    won, per year

    In play

    $58k

    proposed + quoted

    Untapped

    $196k

    public signals, est.

    At risk

    $26k

    renewals Mar 2027

    WonProposedQuotedLostSignalUnknownContact in CRM, never pitchedContact found, never metCRM cell with public evidence
    ◆ Play
    SitePeopleInspHoodRep
    Lancaster / York
    Store 101 · LancasterCRM 2+1
    Store 102 · LititzCRM 1+1
    Store 103 · YorkCRM 1+1
    Store 104 · Red LionCRM 1
    Store 105 · ElizabethtownCRM 1+1
    Store 106 · EphrataCRM 1+1
    Store 107 · HanoverCRM 1
    Store 108 · ColumbiaCRM 1
    Harrisburg / Carlisle
    Store 109 · MechanicsburgCRM 1+1
    Store 110 · Camp HillCRM 1+1
    Store 111 · CarlisleCRM 11 idle+2
    Carlisle DCunder constructionCRM 0+1
    Philadelphia suburbs
    Store 112 · West ChesterCRM 11 idle+2
    Store 113 · ExtonCRM 11 idle+2
    Store 114 · DowningtownCRM 0+2
    Store 115 · MediaCRM 0+1
    Maryland
    Store 116 · TowsonCRM 11 idle+3
    Store 117 · Bel AirCRM 0+1
    Store 118 · Owings Millsopening 2027CRM 0+1
    Store 119 · Columbia MDopening 2027CRM 0
    Store 120 · Glen Burnieopening 2027CRM 0+1
    Shared
    Manheim DCCRM 32 idle+1
    Commissary KitchenCRM 11 idle+2
    HeadquartersCRM 31 idle+5
    Sites won / with any activity, and won $ per year8/11$105k0/12$00/8$0

    The offer

    An account strategy, delivered as software.

    Phase one isn't a software project. It's account strategy, built for the way you sell by a seasoned go-to-market strategist. What you take away is a custom board that reflects your business, ready for annual planning, quarterly reviews and the weekly sales meeting.

    Every step is optional. Stop after any of them and what you have still works.

    1. 1

      Setup and first account

      $1,500

      One working session on what you sell and how your best accounts buy. We define your columns, choose the signals that matter in your market, and build your first board with your CRM history on it. Yours to use from day one.

    2. 2

      More accounts

      $500 each

      $400 each at five or more

      Every key account buys differently. Each one is researched for how it actually buys: which sites, who decides, and where you're already in.

    3. 3

      Watch

      $500 / month

      up to 10 accounts, month to month

      Only if you want the board live. It stays current, a Monday email shows what changed, and new people and plays go into your CRM.

    4. 4

      Pursue

      Scoped separately

      Outreach built on the plays, when you're ready for it.

    Signal data is added only if your market needs it, like construction permits for facilities sellers, and passed through at cost.

    Built for

    Annual planning

    Decide which accounts to grow and where, with the whole account in view.

    Quarterly reviews

    See what moved, what opened and what you lost since last quarter.

    Weekly sales management

    Walk the board in the pipeline meeting and agree where to go next.

    Not an intent-data platform, not a contact database, not a CRM. It sits on top of the CRM you already have.

    How it compares

    Built around how you sell. Strategy included.

    Signal tools watch a fixed list of signals for any account. The Key Account Board starts from how your accounts buy and what you sell, and comes with the account strategy built in.

    How the Key Account Board compares with ABM platforms, ZoomInfo, UserGems and LinkedIn Sales Navigator
    AttributeKey Account BoardABM platforms (6sense, Demandbase)ZoomInfoUserGemsLinkedIn Sales Navigator
    Built around how you sellYes: your columns, your sitesNoNoNoNo
    SignalsChosen for your market, plus your CRMOnline research activityContact data and intentJob changesPeople and job changes
    Account strategy includedYesNoNoNoNo
    Typical price$1,500 setup, $500 per account, Watch $500/monthAbout $55k to $65k a year (median)About $30k a year (median)About $28k a year (median)About $120 a month per user

    Scroll the table sideways to see every column.

    Competitor prices are buyer-reported median contracts from Vendr, or published list prices, as of November 2026, and vary by contract. Sources: 6sense and Demandbase (Vendr), ZoomInfo (Vendr), UserGems (Vendr), Sales Navigator (LinkedIn)

    Start with a 30-minute call.

    We walk through the demo, talk about the account you most want to grow, and you leave knowing whether it fits.

    Questions