Account Plan Template
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Joint Engagement Plan

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My Tasks

Milestone
Start Date
Deadline
Owner
Stage
Email DRI
Notes
1
Create POC (if needed)
2/11/2022
2/11/2022
Eric Glick
Assessment
Open
2
Solution Accepted by customer and Zoom confirmed as preferred supplier
3/29/2022
4/1/2022
Nicole Stoltenberg
Eric Glick
Approval Process
Open
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