Terms of use

Account Planning Tools provides general commercial planning tools and template-style outputs for account managers, commercial teams and related users. The tools are intended to help structure thinking around account plans, promotion reviews, buyer meetings, trade spend and investment asks.

The outputs are estimates and planning prompts only. You are responsible for checking all inputs, formulas, assumptions and outputs before using them with customers, employers, retailers, colleagues or any third party.

Account Planning Tools does not provide legal, financial, tax, accounting, investment or other professional advice. Use of this site does not create an advisory, client, agency or consultancy relationship.

We do not guarantee any commercial outcome, buyer decision, customer agreement, margin result, sales uplift or return on investment from using the tools.

You must not rely on Account Planning Tools as the sole basis for business decisions. Always apply your own commercial judgement and follow your employer's approval processes.

We may change, remove or improve pages, tools, formulas and content as the product develops.

Contact

Questions can be sent to hello@accountplanningtools.co.uk.