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Account Hub
Executive summary
Account research
Account team plan
Account details
Salesforce setup
Meeting notes (Salesforce)
Opportunities (Salesforce)
Stakeholder mapping (Salesforce)
Account team plan
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
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
Initiative
To-do
Status
By who?
Due date
Notes
Priority
Executive Alignment
3
Reach out to CRO
Done
7/31/23
1
Exec alignment briefing setup
In progress
10/15/23
1
Connect our CPO to their CPO
Done
7/14/23
Growth
2
Prep internal implementation
In progress
11/5/23
1
Determine the migration strategy and path
Done
6/2/23
Multi-threading
6
Align with CSM
Not started
10/29/23
1
Adding new thing here
Not started
11/1/23
New cool thing you’re doing
In progress
11/2/23
I need to do this new thing
Not started
10/19/23
1
New exciting thing here
Not started
11/12/23
1
Do this other great thing
Done
6/14/23
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