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Exec Summary

Follow along in Slack at #customer-mercedes

The Mercedes Team

Nicole Stoltenberg
AE
Boulder, CO
Haley Woolverton
CSM
St Louis, MO
Chris James
Solutions Engineer
Los Angeles, CA

We have really strong momentum headed into 2023 🎉

Opportunity: 3 million tracking for Dec 15th signature


🛣️ The path to 3 million


mission-of-a-company

Your Company x Account Name Vision Statement

Example: Mercedes. First move the world

We will inspire and create an exceptional place to work and to do business. One employee, one customer, one vehicle at a time. Through our transparent atmosphere, premium auto inventory, and individualized customer care, we create the luxury shopping experience that our customers truly deserve.

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What are top strategic business objectives for Account Name?




What are we working on?

Below are the top priorities for visibility. You can see more
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Our top priorities

Exec alignment briefing setup
Prep internal implementation
Align with CSM
I need to do this new thing
New exciting thing here

EBC presentation


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Champion(s):


depth

Executive sponsor(s)


💸 Opportunities

Name
Stage
Close Date
Opportunity Type
Forecast Category
Search
Stage
See Details
Name
Amount
Opportunity Type
Close Date
Forecast Category
Opportunity Owner
Qualification
AMG Formula 1
$15,000
New Customer
10/22/22
Omitted
Chris James
Mercedes E-mobility!
$10,000,000
Existing Customer - Replacement
8/18/23
Omitted
Chris James
Proposal/Price Quote
Maybach Opportunity
$95,000
Existing Customer - Upgrade
12/13/23
BestCase
Chris James
Needs Analysis
Performance Powertrains
$70,000
New Customer
2/4/24
Pipeline
Chris James
Benz Opportunity
$500,000
Existing Customer - Upgrade
2/14/24
Pipeline
Chris James
Prospecting
Vans
$800,000
Existing Customer - Upgrade
12/6/23
Omitted
Chris James
Value Proposition
Financial Services
$250,000
Existing Customer - Replacement
12/22/23
Pipeline
Chris James

⚠️ Top Risks





Topics for discussion

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Author
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Notes
1
Do we have budget for swag?
Coda
+2
2
Can we open the thumb wrestling tournament with magic?
Coda
3
How do we incentivize people to come to a virtual event?
Coda
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