5. Account Planning Outcomes — This section is to be utilized to minute key takeaways from the account planning session and will need to be completed by a member of the team pre

cussed with clients. Similar to the prior section, an Excel file with relevant pipeline details across all relationships will be provided to RMs 5. Account Planning Outcomes — This section is to be utilized to minute key takeaways from the account planning session and will need to be completed by a member of the team pre