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Account Hub [+template toolkit]
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Account Hub [+template toolkit]
Account Team work

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The Plan

Your home for documenting everything you and the team are working on with the account for the upcoming weeks, quarter, year.
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How to delete sample data

Below are the key areas the team is working on to achieve the goal for this account. To clear this data and make it your own click the button here
Delete sample data
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. Then, delete this section by clicking the 3 vertical dots to the left of this block and “delete”.
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How to customize the table

You can customize the table how you’d like. If you want to change the initiatives, hover over the column title “Initiatives” and then select “Select List Options”. You can delete each option or start to write over and add more.
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Screen Shot 2023-04-14 at 9.32.26 AM.png
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7️⃣ In order to add priority action plan items to the executive summary simply click the “Priority” emojis.
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Screen Shot 2023-04-14 at 9.34.28 AM.png
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🗒️ Next steps & to-do’s

View what’s done
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Initiative
Task
Due date
By who?
Status
Notes
Priority
Executive Alignment
1
Exec alignment briefing setup
10/15/23
Nicole Stoltenberg
In progress
1
Growth
1
Prep internal implementation
11/5/23
Haley Woolverton
In progress
1
Multi-threading
5
Align with CSM
10/29/23
Haley Woolverton
Nicole Stoltenberg
Not started
1
Adding new thing here
11/1/23
Maria Marquis
Not started
New cool thing you’re doing
11/2/23
Maria Marquis
In progress
I need to do this new thing
10/19/23
Nicole Stoltenberg
Not started
1
New exciting thing here
11/12/23
Haley Woolverton
Not started
1
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