Account Plan vs Email Best Practices

Account Plan

By Mohit Agarwal (PM Skills)

Build a strategic plan to grow and protect your most important customer accounts.

Email Best Practices

By Resend

Build reliable, compliant email features that reach inboxes, not spam folders.

Account Plan

• Creates a relationship map showing who you know, who influences decisions, and where you have gaps
• Identifies expansion opportunities with estimated value and next steps
• Flags renewal risks and assigns mitigation actions to specific owners
• Builds a 90-day action plan with concrete tasks and deadlines
• Sets measurable success criteria for the planning period

Email Best Practices

• Guides you through setting up email authentication (SPF/DKIM/DMARC) to prevent emails from going to spam
• Explains how to build compliant email capture forms with proper consent and double opt-in
• Provides a catalog of common transactional emails (password resets, confirmations, receipts) your app might need
• Helps you understand legal requirements for marketing emails (GDPR, CAN-SPAM, CASL)
• Shows you how to handle bounces, complaints, and maintain clean email lists

Reach for Account Plan when…

• You're preparing for a quarterly business review with a major customer
• You need to show leadership how you'll grow or protect a key account
• You're taking over an account and need to understand the landscape fast
• You're building a territory plan and need consistent account documentation

Reach for Email Best Practices when…

• You're adding email features to your product and need to understand what emails to build
• Your emails are landing in spam and you need to fix deliverability
• You're launching a newsletter or marketing emails and need to stay compliant
• You need to set up password resets, email verification, or other user notifications