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Account team plan

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Add and prioritize tasks related to your account. To customize the Initiative column, click on the column header dropdown and click on “Column options.” Add/remove options from the list.
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Next Steps and to-do's
Initiative
Due date
By who?
Status
Priority
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Initiative
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
6
Align with CSM
Not started
Polly Rose
10/29/23
1
Adding new thing here
Not started
Maria Marquis
11/1/23
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

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