video1.0<iframe src="https://www.loom.com/embed/840b778624e840cdba498297c8c3175d" frameborder="0" width="1668" height="1251" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>12511668Loomhttps://www.loom.com12511668https://cdn.loom.com/sessions/thumbnails/840b778624e840cdba498297c8c3175d-feed1a34acff4e5c.gif199.217In this video, I discuss account plans and their importance in creating tailored strategies for our key customers, particularly those at risk or undergoing significant changes. I explain how to set up and manage these plans in Impact Pilot, emphasizing their role in tracking measurable outcomes and syncing with HubSpot for progress monitoring. You'll see how to filter accounts with plans and access detailed overviews of our progress. I encourage you to utilize these account plans to enhance our customer strategies and drive better results. Please take a moment to explore the account planning section and familiarize yourself with the tools available.