Currently, amongst other matters, I am working on a suite of documents designed to assist consulting firms.
This Client Account Plan is one of several documents that I have developed for use by clients and others.
I thought I would release this one, under a Creative Commons License, for people to use and adapt as they wish.
Please let me know what changes you make.
Client account plan by Peter Salmon is licensed under a Creative Commons Attribution-Share Alike 3.0 New Zealand License.
You can download the file from Slideshare
Good hunting!
I will release some others, but I am afraid others I will keep back as part of my Intellectual Property.
2 responses so far ↓
David Hillary // October 28, 2009 at 16:17
Hi Peter, wouldn’t this be something that should be in a relational database?
petermsalmon // October 28, 2009 at 17:45
You can do that, you can also use one of the available software packages, but as an example of basic data collection I have found that this works quite well.