account planning
Priority Account Planning Lab
Builds a shared account map, trade calendar, and joint KPI set for a named retail partner.
Duration
6 weeks, hybrid workshops
Format
Facilitated sprints + async templates
Reference price
4,200,000 KRW (indicative)
Scope narration
Connect Union facilitators walk your national account and customer marketing teams through a structured planning lab. You leave with a retail-specific objective stack, channel touchpoint map, and governance cadence that fits how your category actually sells in-store and online.
Ingredients
- ↗ Joint business review template tuned to Korean modern trade formats
- ↗ Assortment and promo narrative aligned to shelf reality
- ↗ Digital and field activation hooks mapped to the same storyline
- ↗ Risk register for supply, compliance, and seasonal peaks
- ↗ Stakeholder matrix covering buyer, operations, and media counterparts
- ↗ Measurement brief that separates leading signals from lagging sales
- ↗ Hand-off pack for legal and finance review in plain language
Operational outcomes
- • One executable account plan with visible owner per workstream
- • Calendar that links funding, assets, and field tasks without gaps
- • Shared language for weekly trade conversations with the retailer
Responsible lead
Haneul Park
National Account Director with twelve years across beverage and personal care
Experience notes
The shelf narrative module in Priority Account Planning Lab finally matched what our buyers see in Gyeonggi hypermarkets—no more generic slide decks.
— Minseo · Customer Marketing Manager · Asian beverage supplier · 5/5
Territory leads said the joint KPI sheet was blunt about what we could not measure yet. Refreshing.
— Leo