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Magnus Live Account Planning (Signals)
London, United Kingdom
What it is
Magnus Live Account Planning (Signals) is a web platform for managing important customer accounts between formal planning cycles. It brings account ambition, growth priorities, strategic direction, stakeholder intelligence, propositions, and market signals into a shared account plan. Teams can build a common understanding of stakeholders’ priorities, motivations, and decision roles, then coordinate actions across sales, business development, account management, marketing, and bid teams. Signals monitor changes among customers, competitors, and markets to help teams consider what changed and what to do next. The platform can be deployed for must-win accounts, account clusters, an entire account book, or a full portfolio across teams and regions. It is powered by Magnitude, Magnus’s GTM Operating System. Magnus distinguishes it from a CRM by describing a CRM as a record of past activity and the live plan as a guide to what should happen next. Listed functions include stakeholder management, whitespace analysis, account objectives, and action tracking. Pricing is on request. Magnus says client data processing is governed by client agreements, and personal data handling is subject to UK GDPR and the Data Protection Act 2018.
For and against
For
- Keeps priorities in a shared account plan.
- Coordinates five account-facing team functions.
- Signals track changes across customers, competitors, and markets.
- Can scale from must-win accounts to a full portfolio.
- Includes stakeholder management and action tracking.
Against
- Available platform is web.
- The product page directs prospective customers to talk to Magnus.
The verdict
Live Account Planning (Signals) focuses on shared account strategy, stakeholder understanding, coordinated actions, and changing market signals. Organizations considering it will need to request pricing from Magnus.
Who it suits
It is for sales, business development, account management, marketing, and bid teams coordinating work on important accounts. Magnus describes its consulting work as serving large enterprises and PE-backed businesses.
On the record
- Account planning
- It brings account ambition, growth priorities and strategic direction into a shared account plan.magnusconsulting.co.uk · read 8 Oct 2026
- Account strategy
- The platform keeps account ambition, growth priorities, and strategic direction accessible to everyone involved.magnusconsulting.co.uk · read 8 Oct 2026
- AI and data
- Magnus says Magnitude and related AI tools may process professional and commercial data for clients under client data processing agreements, and that it does not use client personal data or website-collected personal data to train AI models.magnusconsulting.co.uk · read 8 Oct 2026
- AI data use
- Magnus says it does not use client personal data or website personal data to train AI models.magnusconsulting.co.uk · read 8 Oct 2026
- CRM distinction
- Magnus says a CRM records what has happened, while Live Account Planning holds the strategy for what should happen next, including priorities, stakeholder understanding, propositions, and signals.magnusconsulting.co.uk · read 8 Oct 2026
- Deployment scope
- The platform can be deployed for must-win accounts, account clusters, an entire account book, or a full portfolio across teams and regions.magnusconsulting.co.uk · read 8 Oct 2026
- Intended users
- It is for sales, business development, account management, marketing, and bid teams working on an organisation’s important accounts.magnusconsulting.co.uk · read 8 Oct 2026
- Live signals
- Signals surface changes across accounts, competitors and markets to help teams understand what changed, why it matters and what to do next.magnusconsulting.co.uk · read 8 Oct 2026
- Maker and audience
- Magnus Consulting describes itself as a B2B growth consultancy working with large enterprises and PE-backed businesses.magnusconsulting.co.uk · read 8 Oct 2026
- Planning and activation
- The platform turns account priorities into actions across sales, business development, marketing, account management, and bid teams.magnusconsulting.co.uk · read 8 Oct 2026
- Platform relationship
- Live Account Planning is powered by Magnitude, Magnus’s GTM Operating System, which connects account strategy, stakeholder intelligence, propositions, activation, and live signals.magnusconsulting.co.uk · read 8 Oct 2026
- Pricing
- The product page directs prospective customers to talk to Magnus and does not state a price.magnusconsulting.co.uk · read 8 Oct 2026
- Privacy and compliance
- Magnus says it handles personal data under UK GDPR and the Data Protection Act 2018, and that client data processing is governed by client data processing agreements.magnusconsulting.co.uk · read 8 Oct 2026
- Privacy compliance
- Magnus states that its personal-data handling is subject to UK GDPR and the Data Protection Act 2018.magnusconsulting.co.uk · read 8 Oct 2026
- Purpose
- Live Account Planning (Signals) is a platform that brings stakeholder intelligence, propositions, engagement priorities, and market signals together to help teams manage and grow important accounts between formal planning cycles.magnusconsulting.co.uk · read 8 Oct 2026
- Relationship to CRM
- The page describes a CRM as recording what has happened, while the live account plan holds priorities, stakeholder understanding, propositions and signals for what should happen next.magnusconsulting.co.uk · read 8 Oct 2026
- Scale
- Magnus says it can be deployed for must-win accounts, account clusters, an entire account book or a full portfolio.magnusconsulting.co.uk · read 8 Oct 2026
- Signals
- Signals monitor changes across customers, competitors, and markets to help teams understand what changed and decide how to respond.magnusconsulting.co.uk · read 8 Oct 2026
