Account Hub [+template toolkit]

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Executive Asks

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A place to loop your leaders into deal work

A lot of account work is connecting the dots between the right stakeholders. We use this page to ask our leadership team to send out ghostwritten emails or connect with their contacts. Use checkboxes to mark asks complete.

Enabling the Slack pack will also let you press a button and send a DM that will bring your leader to this page to view their task.

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Add executive ask

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Executive Asks

Executive Asks

Customer

Request type

Request description

Details

Person Requested

Complete?

On hold?

Send request

i

1

Mercedes Benz

Ghostwritten email

Send an email to Mercedes VP - check “Details” for my ghostwritten note!

Open

Adam Davis

Send message

2

Mercedes Benz

Demo

Demo with IT

Open

Polly Rose

Send message

3

Mercedes Benz

Meeting

Meet with various VPs

Open

James Booth

Send message

4

Mercedes Benz

Demo

Join demo with procurement

Open

Joel Davis

Send message

5

Mercedes Benz

Meeting

Meet with Arthur

Open

Alan Chowansky

Send message

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