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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]
Customer Onboarding
Add onboarding item
Actions
Actions
Action
User Role/Type
Stage
Goal(s)
Success KPI(s)
X
Action
User Role/Type
Stage
Goal(s)
Success KPI(s)
X
1
Install PX Tag & Identify Call
Admin
Trial
1st config milestone to start capturing usage
TTV - Contract Date to Tag Install Date
X
2
Set up Product Mapper
Power User
Onboarding
Surface relevant usage metrics
TTV - Tag Install Date to Analytics
X
3
Use advanced feature
Power User
Onboarding
Utilize one of the new advanced features
Usage on feature is 1x/day for 7 days
X
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