Account Plan Template
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Joint Engagement Plan

👋 Overview:
Acme is in the evaluation stages with our Platform. The goal of the project is to validate the viability for Acme to leverage an easy to manage cloud platform to support headquarters and remote offices around the world as they migrate off their current software. The Coda team appreciates the opportunity to be considered. To best engage Acme in the process and ensure timely execution of the remaining steps, we recommend the use of this Joint Engagement Plan moving forward.
Your evaluation has many steps that have already been completed. This document has an outline of the completed steps and lists the remaining steps of the plan to be completed.

⛰️Challenges
Challenge 1
Challenge 2
Challenge 3

❗Impact
Impact 1
Impact 2
Impact 3

💡 By implementing our platform, we will be able to solve the problems above the following way:
Outcome 1
Outcome 2
Outcome 3
📆 Mutual Success Timeline
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Assessment
Approval Process
Partnership
Deployment
Feb 10
Mar 1
Mar 20
Apr 8
Apr 27
May 16
Jun 4
Jun 23
Assessment
4
Approval Process
5
Partnership
2
Deployment
3

Search
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
Present ROI / Business Case
2/10/2022
3/7/2022
BL
NS
JD
✅ Completed
Create POC (if needed)
2/11/2022
2/11/2022
EG
EG
🚫 Not Started
Decision Making Process Confirmed
3/14/2022
4/25/2022
NS
KT
🚫 Not Started
Approval Process
5
Solution Accepted by customer and Zoom confirmed as preferred supplier
3/29/2022
4/1/2022
NS
EG
KT
🛠️ In Progress
Contract process confirmed with customer
4/1/2022
4/16/2022
NS
KT
🚫 Not Started
Contracts Prepared & Issued
3/31/2022
4/22/2022
NS
KT
🛠️ In Progress
Legal Review(s)
3/4/2022
4/29/2022
NS
PR
🛠️ In Progress
Contracts signed and exchanged
5/2/2022
5/3/2022
NS
LT
Partnership
2
Executive Alignment
4/1/2022
6/30/2022
NS
LT
🛠️ In Progress
Customer Reference
7/1/2022
7/9/2022
NS
LT
🚫 Not Started
Deployment
3
Schedule CSM Introduction
5/4/2022
5/6/2022
NS
BL
🚫 Not Started
Pre-Deployment Work
5/9/2022
5/31/2022
NS
KT
🚫 Not Started
Go-Live
6/1/2022
6/1/2022
NS
EG
🚫 Not Started


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