Key Account Management & Account Planning

Practical key-account skills for account managers: account selection and profitability analysis, stakeholder mapping, written account plans, value quantification, business reviews and renewals.

28 instructor-led hoursUniversity professors & industry experts6 modulesSales & Business DevelopmentLive online, instructor-led (virtual classroom)
Total hours
28 h
Format
Live online, instructor-led (virtual classroom)
Price per person (excl. HST)
$2,090 per person
You pay per person if approved (<100 staff)
$349 per person

Meets Ontario Job Grant provider criteria — funding subject to Ministry approval. Mastery Mentors has delivered this training for more than two years, and it is delivered by university professors and senior industry practitioners who exceed the program's instructor requirements; your instructor is named in your written quote. The Ministry assesses every application and makes all eligibility and funding decisions.

What your employees will be able to do

  • Segment accounts and calculate account profitability
  • Map buying centres and stakeholders for a key account
  • Write a key-account plan with whitespace analysis and growth targets
  • Prepare a quantified quarterly business review and a renewal plan

Curriculum: 6 modules · 28 hours

#Module and topicsHours
1Key account selection & account profitability
Account segmentation, cost-to-serve, account P&L and margin analysis
4 h
2Stakeholder & buying-centre mapping
Org charts, influence mapping, relationship coverage plans
4 h
3Writing the key-account plan
Whitespace analysis, growth objectives, action plans and account scorecards
6 h
4Value quantification & business reviews
ROI cases, KPI scorecards, quarterly business review decks
5 h
5Renewals, pricing & retention risk
Contract renewals, price increases, churn signals, recovery plans
5 h
6Capstone project & practical assessment
Full account plan for a real key account, presented and graded
4 h
Total instructor-led hours28 h

Delivery & schedule

FormatLive online, instructor-led (virtual classroom): real-time sessions with your instructor, virtual labs and simulators. On-site at your workplace in Ontario available on request.
Typical schedule5 weeks part-time (2 × 3 h/week) or 4 full online days; scheduled around your operations and always completed well within the Ontario Job Grant's 52-week limit
Class sizeMaximum 12 trainees
StartOnly after your Ontario Job Grant application is approved and your agreement is in effect

Who teaches this program

Delivered by university professors and senior industry practitioners. Your assigned instructor's name, credentials and experience are confirmed in your written quote, matched to your program and schedule.

Ontario Job Grant instructor minimumAt least 48 months of relevant work experience in the last 10 years, or at least 24 months of relevant experience plus a relevant degree, college diploma or Certificate of Qualification (plus any certification a regulator requires for the subject)
Mastery Mentors standardA graduate degree (master's or doctorate) in a relevant field, university or college teaching experience, and relevant industry experience above the Ontario Job Grant minimum
In your quoteInstructor name, degree(s), teaching and industry experience, and any required certification — the details your Ontario Job Grant application asks for

Assessment & certification

AssessmentPre/post skills assessment; module quizzes; practical labs; graded capstone (Full account plan for a real key account, presented and graded); pass mark 70% and 90% attendance
CertificateMastery Mentors certificate (graded account plan)
External examNo external exam for this program

Who it's for

Built to move people into a new or better job:

Sales Rep / Customer SuccessKey Account Manager

Also suitable for new hires who need these skills to start in the role.

What's included in the price

  • Taught by university professors and senior industry practitioners (graduate degree + teaching experience); your instructor is named in the quote
  • Instructor-led delivery, maximum 12 trainees per class
  • All course materials, lab/software access and practice files
  • Pre- and post-training skills assessment with a results report for the employer
  • Module quizzes, practical labs and a graded capstone project
  • One re-sit of the final assessment at no extra charge
  • 60 days of post-training instructor Q&A support
  • Mastery Mentors certificate of completion with total hours
  • Attendance, assessment and completion records for Ontario Job Grant reporting

Ontario Job Grant estimate (only if your application is approved)

EmployerCourse price per personGrant per person (est., if approved)You pay per person (est., if approved)
Fewer than 100 employees$2,090−$1,741$349
100 or more employees$2,090−$1,045$1,045
Hiring an eligible previously unemployed person (<100 staff)$2,090−$2,090$0

The course price is what we charge; grant figures are estimates that apply only if the employer's Ontario Job Grant application is approved by the Ministry. Funding is limited and not guaranteed. All amounts are per person, CAD, excl. HST. Based on the guidelines in effect since May 1, 2026. Training starts only after approval.

Why this program fits the Ontario Job Grant

  • Job-specific technical skills tied to a defined role — not leadership, soft-skills or legally mandated training.
  • A full 28-hour program with a documented, module-by-module curriculum — not a workshop or conference.
  • Clear, measurable learning outcomes with pre/post assessment you can report on.
  • Transparent public price that compares cleanly with the other quotes you collect.
  • Delivered for 2+ years by an Ontario provider, taught by university professors and industry experts.

Provider documents for your application. With your quote we send the curriculum, learning outcomes, schedule, itemized costs and the assigned instructor's name and qualifications — the training details the Ministry requires from training providers. You complete and submit your own application. We don't charge for this, it is not part of the course price, and we don't act as an application consultant.

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Get a quote ready for your grant application

Tell us the course and number of trainees. We'll send a written quote with the module-by-module outline, costs and instructor qualifications the Ministry asks training providers for.

Request a quoteEstimate your grant