For account teams
A dedicated team, supported by AI, to map the account, build the right relationships and keep opportunities moving.
Where should we focus?
Choose the work you want to win, grow or protect. One account can need several of these at once.
Four priorities.
One connected account.
What will you do for us?
Research the business, its priorities and where your offer could make a difference.
Map who uses, assesses, funds and approves the work. Find the people you still need to reach.
Connect their needs to your experience, ideas and evidence. Give the conversation a purpose.
Follow up, track commitments and update the account plan. Give each next step an owner.
What stays with us, and what do you take on?
Sets the priority, adds context and decides the next steps.
Bring relationships and expertise. Lead customer conversations and commercial decisions.
Build the account map, prepare the case, coordinate next steps and keep the record current.
Your StepUp.One Client Partner coordinates the team’s work. AI supports preparation; people check the facts, relevance and timing. We agree the accounts, channels and approvals with you.
Explore the full methodWho has put this to work?
Account-based sales and marketing
Programme scope reported by StepUp.One.
What is a useful first step?
Bring one account to a 30-minute discussion about your priority, relationships and the support you need.
See the discussion agenda, then choose a time.
For account teams
What we do for you
Choose the account and the goal. We agree a plan and put a team to work alongside yours.
Research the business, its priorities and where your offer could make a difference.
Map who uses, assesses, funds and approves the work. Find your relationships and the people you still need to reach.
Connect the customer’s needs to your experience, ideas and evidence. Give each conversation a clear purpose.
Follow up, track commitments and update the account plan. Give each agreed next step an owner.
Supported by AI. Checked by people. Your account team leads customer conversations and commercial decisions.
Read the full methodYour next move
Win new work, grow an account or protect a relationship that matters.
Find where your offer fits and build towards a useful first conversation.
Explore Break InUse proven work to approach other relevant departments, regions or buying teams.
Explore account expansionUnderstand the people, requirements and decisions behind a major pursuit.
Explore large-deal supportTrack changing priorities, people and concerns affecting your current work.
Explore account protectionAn example of the work
Identify the sponsor’s successor. Prepare an introduction and evidence of the value delivered.
Check whether its needs match your proven work. Find the relevant owner.
Research the wider buying team and the questions to answer before a pursuit begins.
Your account owner sets the priorities. Our team does the research, coordinates the approach and follows through.
This illustrates the method. It is not a client result.
How we work together
We agree the accounts, people, channels and approvals before work begins. Contact follows relevance, permission and the response from the other person.
Account-team client experience
Suren Dheenadayalan
Freyr Solutions · Account-based sales and marketing
An early iReady launch developed into a six-year partnership spanning five divisions, with more than 30 professionals supporting the work.
Programme scope reported by StepUp.One. Account coverage and conversations are separate from meetings and won revenue.
View Suren’s LinkedIn profileYour next move
Bring one account to a 30-minute discussion about your priority, relationships and the support you need.
See the discussion agenda, then choose a time.
