Account Planning as a Serivice (APaaS) - Planning for the Next Level Customer Book
The Account Planning Book can be described as a comprehensive, practical guide designed to help businesses—especially those targeting government contracts—systematically identify, pursue, and win new opportunities through a structured Account Planning as a Service (APaaS) methodology.
Purpose and Audience: This book is crafted for business development professionals, company leaders, and small business owners who seek to improve their strategic approach to government and agency contracts. It demystifies the process of account planning, from opportunity identification to expansion and leveraging current capabilities for new markets.
Content Overview: The book provides a step-by-step framework, including:
Integration of account planning within the broader business development life cycle.
Guidance on analyzing agency initiatives and budgets to align services and offerings.
Competitor and teaming partner analysis, and tools for organizing actionable information and tracking opportunities.
Practical templates and examples, such as SWOT analyses, organizational charts, and opportunity targeting lists.
Key Features: Focus on building sustainable win strategies—not just reacting to immediate contract opportunities.
Discussion of account leveraging to expand from known markets to new agencies and accounts.
Annual, tactical, and strategic planning recommendations for both prime and subcontracting pursuits.
Modular breakdown into agency research, management challenges, goal documentation, and pipeline development.
Real-world case studies and the use of key business intelligence tools to track and prioritize opportunities.
Value Proposition: By following the APaaS approach detailed in the book, organizations can expect:
Higher win rates and stronger customer relationships through proactive and data-driven account targeting.
More efficient use of resources by focusing on the most promising, well-aligned agency opportunities.
Better preparation for proposals and teaming, supported by up-to-date intelligence and process-driven planning.
Conclusion: In summary, the Account Planning Book serves as both a blueprint and a hands-on manual for businesses seeking to professionalize and scale their government contract pipelines. It empowers readers to transform scattered, reactive efforts into a disciplined, ongoing engine for business development.