Top-20 Account Planning Worksheet
01 · Programme brief
Start with the business objective, not the tee time.
Use this worksheet to decide where golf can move a relationship forward, select the right guests and connect every activity to a deliberate next step. Type directly into the fields, then print or save your completed copy.
Primary programme objectives
Initial programme fund allocation
| Use | Purpose | Target allocation | Owner |
|---|---|---|---|
| Client golf days | |||
| Large events (20+) | |||
| Teams & leadership | |||
| Inclusive pathways | |||
| Merchandise & gifting |
Priority accounts 01–10
02 · Account portfolio
Who earns a place in the programme?
Prioritise accounts where access, time and the right shared experience can unlock a meaningful next step.
| # | Account | Relationship | Commercial priority | Key people | Next move |
|---|---|---|---|---|---|
| 01 | |||||
| 02 | |||||
| 03 | |||||
| 04 | |||||
| 05 | |||||
| 06 | |||||
| 07 | |||||
| 08 | |||||
| 09 | |||||
| 10 |
Relationship: New / Developing / Established / At riskPriority: Win / Grow / Retain / Re-engage
02
Priority accounts 11–20
03 · Account portfolio
Build depth beyond the obvious accounts.
Use the second half of the portfolio to create a balanced pipeline across immediate opportunities, strategic relationships and long-term potential.
| # | Account | Relationship | Commercial priority | Key people | Next move |
|---|---|---|---|---|---|
| 11 | |||||
| 12 | |||||
| 13 | |||||
| 14 | |||||
| 15 | |||||
| 16 | |||||
| 17 | |||||
| 18 | |||||
| 19 | |||||
| 20 |
Portfolio check: Are you over-investing in comfortable relationships?Coverage check: Is every account owned by a named person?
03
Account activation brief
04 · Plan one purposeful experience