Account Plan Template
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SWOT Analysis

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Strength
People Ops, including CPO love Coda
Weakness
Product team is very siloed
Opportunity
Executive team is looking for a tool to run company-wide OKRs
CEOs EA reached out interested in learning more about Coda.
Threat
Activity has dropped on Shipping & Handling team


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

👉 Next Up: ❌

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