What if you had a system to change that?

Introducing the PATH Starter Kit—a free, comprehensive suite of interactive tools designed to be your new personal operating system for account management. It’s built on four core pillars: Planning, Alignment, Traction, and Health—to give you the structure you need to take confident control of your accounts and your career.

WHAT’S INSIDE THE KIT?

This isn't just a collection of templates; it's a complete, integrated system built as a simple web app.

• 1. The Trail Map Your strategic compass. Create a powerful, one-page strategic plan for any key account to define your objective and map your stakeholders.

• 1. The Basecamp Planner Your weekly execution system. Plan your top 3 proactive outreaches and active opportunities to ensure you build momentum every single week.

• 1. The Meeting Compass Your pre-meeting playbook. A step-by-step planner to ensure every client meeting you run is focused, strategic, and ends with a committed decision.

• 1. The Risk/Opportunity Radar Your early-warning system. A mini-dashboard to help you proactively spot the internal and external signals that could impact your portfolio.

• 1. The Trail Guide AI Prompt Card Your AI co-pilot. A powerful list of copy-and-paste prompts to help you stress-test your ideas, craft difficult emails, and think more strategically.

How to Get Your Free Starter Kit

The PATH Starter Kit is an exclusive gift for subscribers of the Account Minded newsletter.

When you sign up, you will get instant access to the complete toolkit.

Every Tuesday, you'll also receive the newsletter, which delivers one actionable framework, system, or mindset shift to help you master your craft. It’s your weekly dose of clarity and the perfect companion to your new operating system.

Ready to get started?

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