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Account team plan

Next Steps and to-do's
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Initiative
Done
To-do
Status
By who?
Due date
Notes
Priority
Executive Alignment
3
Reach out to CRO
Done
Adam Davis
7/31/23
1
Exec alignment briefing setup
In progress
Polly Rose
10/15/23
1
Connect our CPO to their CPO
Done
James Booth
7/14/23
Growth
2
Prep internal implementation
In progress
Maria Marquis
11/5/23
1
Determine the migration strategy and path
Done
Adam Davis
Haley Woolverton
6/2/23
Multi-threading
4
New cool thing you’re doing
In progress
Maria Marquis
Alan Chowansky
11/2/23
I need to do this new thing
Not started
Polly Rose
10/19/23
1
New exciting thing here
Not started
Alan Chowansky
11/12/23
1
Do this other great thing
Done
Adam Davis
6/14/23

My Work
Search
Initiative
Done
To-do
Status
By who?
Due date
Notes
Priority
Executive Alignment
1
Exec alignment briefing setup
In progress
Polly Rose
10/15/23
1
Growth
1
Prep internal implementation
In progress
Maria Marquis
11/5/23
1
Multi-threading
1
New cool thing you’re doing
In progress
Maria Marquis
Alan Chowansky
11/2/23

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