Account Plan Template
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Proof of Value Template

🤝 Coda Account Team
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Name
Title
Location
Role
1
BL
Brian Lederman
Head of Sales, Success and Support
SF Bay Area
Exec Sponsor
2
ML
Meghan LaTorre
Sales Manager
SF Bay Area
Sales Leader
3
JG
Jack Gertridge
Account Executive
SF Bay Area
AE
4
EG
Eric Glick
Solutions Engineering
NYC Area
SE Leader
5
JF
Jamie Forseth
Customer Success
SF Bay Area
CS Leader
6
JS
John Scrugham
Professional Services
Seattle
Service Leader
There are no rows in this table

Opportunity Overview
0
Search
1
Opportunity Name:
Sales Stage:
2
Seller Name:
Forecast Category:
3
Opportunity Description:
Known Qualification Gaps & Challenges:
4
Opportunity Description:
Known Qualification Gaps & Challenges:
There are no rows in this table

Overview of the Proposed Solution
Add the propose solution here...

Business Initiatives & Outcomes
0
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Top Initiatives
Positive Business Outcomes
Who Cares About This?
1
2
3
There are no rows in this table
Identified Pain/Challenges
0
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1
Business Pains:
Technical Pains:
2
Size of Pain ($):
Size of Pain ($):
3
Who is Impacted:
Who is Impacted:
There are no rows in this table
Decision Making Roles
0
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Role
Name & Title
How do you know?
Sentiment
1
Economic Buyer
2
Technical Buyer
3
Champion
4
Coach
5
Other Influencers
There are no rows in this table
Decision Criteria
0
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Required Capabilities
Metrics
1
2
3
There are no rows in this table
Decision Process
0
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Step
Owner
Due Date
1
2
3
4
5
There are no rows in this table
Competition
0
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Competitor
Strengths
Weaknesses
Our Differentiators
Dunder Mifflin
3
Squiggle
3

Procurement/Buying Process
0
Search
Step
Owner
Due Date
1
2
3
4
5
6
There are no rows in this table
🗺️ Critical Next Steps:

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