Account Plan Template
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SWOT

SWOT
1
Description
Details
SWOT
Priority
Next Steps
Active
1
Executive team is looking for a tool to run company-wide OKRs
Coda is one of 3 tools they are currently evaluating. Most important factor in decision is adoption across the entire company
Opportunity
Demo with Executive Team
Send Coda vs. Competitor docs to Strategy Ops team
2
People Ops, including CPO love Coda
Entire People Ops team has moved onto Coda to manage their team. They are now encouraging the use of Coda for 1:1s across the company
Strength
3
Product team is very siloed
Little to no collaboration between teams. Likely will be a slow moving process to make each product group aware and excited about Coda
Weakness
Exec Sponsor reaching out to Head of Product to get top-down buy-in
4
Activity has dropped on Shipping & Handling team
Usage has dropped to nearly 0. Talking to John, it seems that there are a lot of new employees that are unfamiliar with Coda, and have reverted back to using a notebook.
Threat
Work with John to schedule and promote training
Build Training Doc
Run & record training for Shipping & Handling users
5
CEOs EA reached out interested in learning more about Coda.
CEO has already been exposed to Coda. If we can get CEO’s EA excited, we may be able to use him to get Coda in front of the rest of the EAs at Acme Corp. This could increase executive Exposure of Coda
Opportunity
Running a Doc-Build with EA
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