Account Plan Template
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Account Plan Template
How To: Account Plan Template
Account Overview
Account Analytics
Execution Plan
Log Meetings to SFDC + Slack
Gong Recordings
Org Chart
Proof of Value Template
Set Up
Joint Engagement Plan
Salesforce Data & Reports
Hidden
Company News

Execution Plan

Strategy
Execution is focused on:
Growth & Expansion Efforts
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Executive Summary
What’s the TLDR?
Action Items
Enter your Slack channel below or change the Slack channel directly in the button column. Add tasks, descriptions, and owner. When the task is complete, hit done!
Clear template
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Your Slack channel to send messages:
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🗺️ External Plan shared with Customer
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Stage
Milestone
Start Date
Deadline
Owner
Customer Owner
Status
Email DRI
Slack DRI
Notes
Assessment
4
Solution & Specification Confirmed and Presented
2/14/2022
2/15/2022
NS
EG
✅ Completed
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Present ROI / Business Case
2/10/2022
3/7/2022
BL
NS
JD
✅ Completed
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Create POC (if needed)
2/11/2022
2/11/2022
EG
EG
🚫 Not Started
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Decision Making Process Confirmed
3/14/2022
4/25/2022
NS
KT
🚫 Not Started
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Approval Process
5
Solution Accepted by customer and Zoom confirmed as preferred supplier
3/29/2022
4/1/2022
NS
EG
KT
🛠️ In Progress
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Contract process confirmed with customer
4/1/2022
4/16/2022
NS
KT
🚫 Not Started
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Contracts Prepared & Issued
3/31/2022
4/22/2022
NS
KT
🛠️ In Progress
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Legal Review(s)
3/4/2022
4/29/2022
NS
PR
🛠️ In Progress
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Contracts signed and exchanged
5/2/2022
5/3/2022
NS
LT
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Partnership
2
Executive Alignment
4/1/2022
6/30/2022
NS
LT
🛠️ In Progress
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Customer Reference
7/1/2022
7/9/2022
NS
LT
🚫 Not Started
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Deployment
3
Schedule CSM Introduction
5/4/2022
5/6/2022
NS
BL
🚫 Not Started
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Pre-Deployment Work
5/9/2022
5/31/2022
NS
KT
🚫 Not Started
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Go-Live
6/1/2022
6/1/2022
NS
EG
🚫 Not Started
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[Internal] Team tasks
0
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