Welcome to Your PATH Starter Kit!
Congratulations on taking this crucial step toward building your new personal operating system for account management. It's called the PATH Starter Kit, and it's built on four core pillars for success: Planning, Alignment, Traction, and Health.
This kit isn't just a collection of templates; it's a proven system designed to help you escape the reactive cycle of firefighting. It will give you the structure to think more strategically, deliver more value, and take confident control of your accounts and your career.
Watch This First: Your 10-Minute Quickstart
In this short video, I'll walk you through each component of the kit and show you how to use the Trail Map to get your first big win in no time.
Your Toolkit: The Four Core Components
This is your new operating system. Here’s a brief explanation of each tool and its purpose:
The Trail Map
Your strategic compass. This is your high-level, one-page plan for any key account. Use it to define your objective, map your stakeholders, and see the entire landscape before you start your journey.
The Basecamp Planner
Your weekly execution system. This is where strategy turns into action. Use it every Monday to plan your proactive outreach, manage active opportunities, and define your critical tasks for the week ahead.
The Meeting Compass
Your pre-meeting playbook. Fill this out before any important client meeting to ensure you walk in with a clear objective, anticipate objections, and walk out with a committed decision.
The Risk/Opportunity Radar
Your early-warning system. This mini-dashboard trains you to spot the crucial signals—both internal and external—that could impact your accounts, allowing you to get ahead of the story.
Your AI Co-Pilot: The Prompt Card
The four tools above give you the structure for world-class account management. But when you're ready to supercharge your thinking, the AI Prompt Card is your secret weapon.
It contains dozens of powerful, copy-and-paste prompts designed to help you analyze accounts, craft difficult emails, and prepare for meetings more effectively. Think of it as your AI co-pilot for strategic thinking.
Ready to Go Deeper? The Templates Are Just the Beginning.
The PATH Starter Kit gives you the "what"—the systems and templates to organize your work. But true mastery comes from the "how" and the "why."
How do you present a Trail Map to a skeptical executive? How do you navigate the politics of a complex account? How do you build the unshakable confidence to lead every client conversation?
That's where The KAM Club comes in. It's my private community and coaching program where we go beyond the templates and work on the real-world skills, strategies, and conversations that define top-tier Key Account Managers.
When you're ready to accelerate your journey from vendor to indispensable partner, I invite you to learn more.