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Account Hub [+template toolkit]
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Account Hub [+template toolkit]
Account Hub [+template toolkit]
Exec Summary
Account Research
Org Chart
Account Team work
The Plan
BDR / SDR
CSM
SE / TAM
Customer work
Meeting notes
Opportunities
Stakeholder Mapping
Toolkit [Mini templates]
Account Team Brainstorm
SWOT
Current Footprint
Big Bets
Competitor Analysis
Executive Asks
Account Review template
Post Sale template
Outreach Sequence
Contacts to Outreach
Gong Call Library
Customer Onboarding
Support Tickets
Demo Library
POC Tracking
Data
Salesforce setup
Contacts
Opportunities
Users
Lookups
Toolkit [Mini templates]
Contacts to Outreach
Create a list of contacts to reach out to, along with a checklist to track which ones have responded.
Add contact
My contacts
My contacts
Name
Status
Email address
Phone number
Opened Email
Clicked
Replied
Last Date Contacted
Notes
Important
Name
Status
Email address
Phone number
Opened Email
Clicked
Replied
Last Date Contacted
Notes
Important
1
Chris A
Not Contacted
chris@blocks.inc
867-5309
10/25/2023
2
Mora B
Following Up
mora@blocks.inc
555-9191
11/6/2023
3
Lucy X
Sent Info
lucy@code.co
123-4567
11/9/2023
4
Alan C
Not Contacted
alan@codadoc.io
123-4567
10/16/2023
5
Polly R
Meeting Set
polly@codadoc.io
123-4567
11/29/2023
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