The Sales Team Starter Kit

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The Sales Team Starter Kit

Organizing meeting notes

Customer success plan

A collaborative hub for your next quarterly business review.

💡 Copy this template or type /customer success plan in your doc.

Capture success metrics with your customers and highlight wins along the way.

🎯 Key objectives

🎯 Key objectives

Objectives

Implement Coda in Q3

Save 2hr/week internal meetings

Launch customer feedback tracker

There are no rows in this table

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Success plan

Success plan

Objective

Milestones

Quarter

Owner(s)

% Complete

Outcomes

Implement Coda in Q3

Schedule company-wide Coda training.

000

100

Training is scheduled for 9/25. Will be recorded for those unable to attend.

Configure SSO.

000

Save 2hr/week internal meetings

Analyze current meeting structure to see where time is spent.

000

Build internal meeting template to address pain points uncovered in analysis.

000

Launch customer feedback tracker

Work with Coda team to create working v1 of tracker.

000

Create co-marketing plan for promotion of the tracker.

000

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