Mutual action plan
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Mutual action plan

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Milestone tracker

Track important milestones in the buying process and visualize timelines.
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Data in
Milestones
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table is automatically synced to
Timeline
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and
Calendar
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below, so the edits you make in one place will be reflected in the others.
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Milestones
2
Stage
Status
Stakeholders
Search
Stage
Milestone
Notes
Start Date
Completion Date
Status
Stakeholders
Introductions
Discovery Call with Coda
6/6/2023
6/26/2023
✅ Completed
Adam Davis
Intro to Coda + Mutual Action Plan
6/12/2023
8/21/2023
✅ Completed
Adam Davis
Proof of Value
Review V1 Doc
6/15/2023
7/31/2023
✅ Completed
Adam Davis
Alan Chowansky
Present POV to Stakeholders
7/24/2023
8/21/2023
🛠️ In Progress
Mary Jones
Purchasing Process
Share Coda MSA
7/10/2023
7/15/2023
✅ Completed
Buck Dubois
Contract Start Date
8/29/2023
10/23/2023
🔜 Need to start
Polly Rose
Post-Sales
Kick Off with Dedicated CSM
8/28/2023
11/6/2023
🔜 Need to start
Felix Marlin
James Booth
Budget Validation
Determine budget
9/25/2023
11/10/2023
✅ Completed
Adam Davis
Alan Chowansky
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Timeline
2
Introductions
Discovery Call with Coda
Intro to Coda + Mutual Action Plan
Proof of Value
Review V1 Doc
Present POV to Stakeholders
Purchasing Process
Share Coda MSA
Contract Start Date
Post-Sales
Kick Off with Dedicated CSM
Budget Validation
Determine budget
Feb 2023
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19
20
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26
27
28
Mar 2023
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31
Apr 2023
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May 2023
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Jun 2023
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Jul 2023
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Aug 2023
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Sep 2023
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Oct 2023
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Discovery Call with Coda
AD
Intro to Coda + Mutual Action Plan
AD
Review V1 Doc
AD
AC
Present POV to Stakeholders
MJ
Share Coda MSA
BD
Contract Start Date
PR
Kick Off with Dedicated CSM
FM
JB
Determine budget
AD
AC
Month
TodayFit
⁠
Calendar
2

June 2023

Month
Today
Monday
Tuesday
Wednesday
Thursday
Friday
Saturday
Sunday
29
30
31
01
02
03
04
05
06
07
08
09
10
11
Discovery Call with Coda
12
13
14
15
16
17
18
Discovery Call with Coda
Intro to Coda + Mutual Action Plan
Review V1 Doc
19
20
21
22
23
24
25
Discovery Call with Coda
Intro to Coda + Mutual Action Plan
Review V1 Doc
26
27
28
29
30
01
02
Discovery Call with Coda
Intro to Coda + Mutual Action Plan
Review V1 Doc
⁠

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