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Account Team Alignment Template
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Salesforce opportunity
codaproject.lightning.force.com
ACME Marketing Org, a leading manufacturer of consumer goods, is seeking to streamline their project management processes and enhance team collaboration across multiple global locations. Currently, they are utilizing a mix of outdated project management tools and traditional office suite products, leading to disjointed workflows and reduced productivity. By implementing Coda, they hope to increase project delivery efficiency by up to 30% and significantly reduce operational costs. ACME is currently in the procurement phase and will make a decision based on the ease of use, robustness of project management capabilities, ability to integrate with existing systems, cost-effectiveness, and potential to improve team collaboration. The annual project review is scheduled for the end of Q3, and ACME is looking for a new solution to implement and show results by then to present the improvements to their stakeholders.
#r1
Billing Terms
Amount
Number of seats
Close Date
Renewal Date
SPICED
Situation
Pain
Impact
Critical Event
Decision Making Criteria
Other Details
Competitor
Mutual Action Plan
Security Review
SKU
1 of 1
Alignment Meeting Agenda
Discussion Topic
Discussed
Questions
Notes
Next Steps
Our company & competitors
3
Why did this company choose to purchase our product?
Open
What competitors were we up against? How and why did we win?
Open
What other tools are part of our company’s tech stack?
Open
Key Use Cases
7
What are our key use cases on the account?
Open
What are our timelines for standing up these use cases?
Open
Did they purchase professional services?
Open
Have we scoped out our professional services engagement? What does it look like?
Open
How are we measuring success in this account?
Open
Which SKUs did they purchase? Why?
Open
Are there any SKUs that they haven’t purchased now that they intend to explore later?
Open
Key Contacts
3
Who are our key contacts?
Open
Who are our champions, line of business sponsors and exec sponsors?
Open
Who are our detractors?
Open
Implementation and Onboarding details
6
What is the implementation plan?
Open
How quickly are we rolling out to new users/teams?
Open
When does the customer want to launch? How do they define “launched”?
Open
What will the customer look to integrate for launch? Single Sign-on, active directory, integrations?
Open
How many users are we rolling out to during implementation?
Open
Are there any specific timelines around these goals that we should be aware of?
Open
Expansion Plan
4
What is our strategy to expand within the account?
Open
How are we going to leverage cross functional teams in expanding the account?
Open
Are there any professional service opportunities?
Open
What (if any) are potential risks at this stage?
Open
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