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Mutual action plan
Improve the buying experience and keep everyone aligned throughout the process.
Add stakeholder
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Stakeholders
Stakeholders
Team
Name
Title
Team
Name
Title
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Add use case
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Proof of value
Proof of value
Company Objectives
Use Case
Excited!
Situation
Pain Points
Impact
i
Our solution
Evaluation success
Notes
Company Objectives
Use Case
Excited!
Situation
Pain Points
Impact
i
Our solution
Evaluation success
Notes
💸 Increase Sales by 30%
Roadmap/launch calendar
Acme has too many dependencies that are untracked which lead to missed target launches.
Too many dependencies
More launches on time
🛠 Save $ via Tech Consolidation
Cross-functional reviews
Acme has too many tools, making it difficult to stay organized and productive.
Too many tools
Team isn’t productive enough
Higher team output
Task planning and project planning
No single source of truth
Saves licenses on other tools
🤝 Improve Team Collaboration
Team hub: meetings, write-ups, planning
Acme has information and data living in too many places, leading to knowledge silos and wasting time searching for info.
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