Account Plan Template
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Next Steps

Next Steps
2
Task
Status
SWOT
Owner
1
Exec Sponsor reaching out to Head of Product to get top-down buy-in
In Progress
Product team is very siloed
Brian Lederman
2
Running a Doc-Build with EA
Not Started
CEOs EA reached out interested in learning more about Coda.
Casey Roberts
3
Demo with Executive Team
Not Started
Executive team is looking for a tool to run company-wide OKRs
Brian Dywer
4
Send Coda vs. Competitor docs to Strategy Ops team
Complete
Executive team is looking for a tool to run company-wide OKRs
Brian Dywer
5
Work with John to schedule and promote training
Complete
Activity has dropped on Shipping & Handling team
Casey Roberts
6
Build Training Doc
In Progress
Activity has dropped on Shipping & Handling team
Casey Roberts
7
Run & record training for Shipping & Handling users
Not Started
Activity has dropped on Shipping & Handling team
Casey Roberts
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