About this template

Consulting Account Executive CRM Template helps teams stay organized and efficient. Track tasks, manage communications, and surface key insights to keep projects and clients on track.

What’s included

Boards

Accounts - This board centralizes all client account information, including company name, domain, contacts, deals, industry, description, number of employees, headquarters location, and company profile. It helps account executives manage and organize their client base efficiently, ensuring that they have all the necessary details at their fingertips to build strong relationships and close deals.
Leads - The leads board is designed to track and manage potential clients through the sales pipeline. It includes columns for name, status, contact creation, company, title, email, phone, last interaction, and active sequences. This board allows account executives to monitor the progress of each lead, follow up effectively, and prioritize their outreach efforts to convert leads into clients.
Contacts - This board serves as a comprehensive directory of individual contacts, with columns for name, email, associated accounts and deals, deal value, phone, title, type, priority, comments, company, and activities. It enables account executives to keep detailed records of all their contacts, ensuring that they can quickly access important information and maintain productive communication with clients and prospects.
Deals - The deals board helps account executives track the progress of each deal through various stages of the sales process. It includes columns for name, stage, owner, deal value, associated contacts and accounts, expected close date, close probability, forecast value, last interaction, and quotes & invoices. This board provides a clear overview of the sales pipeline, helping account executives forecast revenue and identify opportunities to close deals faster.
Contracts - This board manages all client contracts, with columns for name, contract type, start date, end date, status, assigned team member, and contract value. It ensures that account executives can keep track of contract details, deadlines, and responsibilities, minimizing the risk of missed renewals or compliance issues.
Projects - The projects board helps account executives manage and oversee client projects, with columns for name, project type, start date, end date, status, assigned team member, and project budget. This board allows account executives to monitor project timelines, allocate resources effectively, and ensure that projects are delivered on time and within budget, ultimately enhancing client satisfaction and loyalty.

Dashboards & Reports

Annual Target - Helps account executives in consulting firms track their progress toward yearly revenue goals, providing insights on long-term performance and helping to identify any gaps early in the year.
Monthly Target - Allows account executives to monitor their month-to-month progress, ensuring they stay on track with short-term objectives and adjust strategies as needed to meet monthly quotas.
Average Deal Value - Displays the average value of deals closed, helping account executives understand the financial impact of their engagements and focus on high-value opportunities.
Active deals - Forecasted Revenue - Provides a snapshot of potential revenue from ongoing deals, aiding account executives in forecasting future earnings and prioritizing efforts on deals with the highest revenue potential.
Deal status distribution - Visualizes the stages of all current deals, helping account executives identify bottlenecks in the sales process and manage their pipeline more effectively.
Actual Revenue by Month (Deals won) - Tracks revenue from closed deals on a monthly basis, allowing account executives to assess performance trends and plan future actions based on historical data.
Pipeline conversion - Shows the conversion rates at each stage of the sales funnel, helping account executives pinpoint areas for improvement and optimize their approach to move leads through the pipeline more efficiently.
Activity tracker - Monitors all sales activities such as calls, meetings, and emails, ensuring account executives maintain high levels of engagement with clients and prospects.
Forecasted Revenue by month - Projects potential revenue for upcoming months, enabling account executives to set realistic expectations and strategize for future growth opportunities.
Forecasted Revenue by Stage - Breaks down forecasted revenue by deal stages, helping account executives prioritize their efforts based on where deals stand in the sales process.
Deals Stages by Rep - Compares the performance of different account executives, identifying top performers and areas where additional support or training may be needed.
Deal Progress based on Month Added - Tracks the progress of deals from the time they are added, helping account executives manage timelines and ensure deals are progressing at an appropriate pace.

Automations

When new email arrives → Notify item subscribers with a message - Ensures account executives are promptly informed of new client communications, enabling quick responses and maintaining strong client relationships.
When an email is opened → Notify item subscribers with a message - Alerts account executives when a client or prospect has engaged with their email, providing an opportunity to follow up while interest is high.
When 'Create a contact' is clicked → Move the item to the Contacts board - Streamlines the process of adding new contacts to the CRM, ensuring that all potential leads and connections are properly tracked and managed.
When a lead is created → Set its status to 'New Lead' - Automatically categorizes new leads, helping account executives prioritize and manage their sales pipeline more effectively from the start.
When an activity/email is created in Emails & Activities → Update the 'Last interaction' date - Keeps the 'Last interaction' date current, ensuring account executives have up-to-date information on their most recent client engagements and can plan follow-ups accordingly.

Frequently asked questions

How can this CRM template help me track client project progress in consulting?

This CRM template includes boards for project management, allowing you to monitor milestones, deadlines, and deliverables to keep projects on track and ensure client satisfaction.

Can this template assist in managing client communications and follow-ups?

Yes, the template features columns for logging client interactions, scheduling follow-ups, and tracking communication history, ensuring you maintain strong and consistent client relationships.

How does this CRM template streamline the billing and invoicing process for consulting services?

The template includes dedicated boards for financial tracking, allowing you to manage billing schedules, invoice generation, and payment tracking efficiently.

Is it possible to customize this template to fit different consulting project types?

Absolutely, the template is highly customizable, enabling you to adjust workflows, columns, and boards to suit various consulting project types and client requirements.

How can this CRM template help in tracking client satisfaction and feedback?

The template includes features for capturing client feedback and satisfaction metrics, helping you identify areas for improvement and ensure high-quality service delivery.

Can this CRM template assist in managing consulting team assignments and resource allocation?

Yes, the template allows you to assign tasks to team members, track their progress, and manage resource allocation to optimize project efficiency and effectiveness.

How does this template support compliance with consulting industry standards and regulations?

The CRM template includes columns and workflows for documenting compliance requirements, ensuring that your consulting services adhere to industry standards and regulations.

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