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Action Plan

Your home for documenting everything you and the team are working on with the account for the upcoming weeks, quarter, year.
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How to delete sample data

Below are the key areas the team is working on to achieve the goal for this account. To clear this data and make it your own click the button here
Delete sample data
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. Then, delete this section by clicking the 3 vertical dots to the left of this block and “delete”.
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How to customize the table

You can customize the table how you’d like. If you want to change the initiatives, hover over the column title “Initiatives” and then select “Select List Options”. You can delete each option or start to write over and add more.
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Screen Shot 2023-04-14 at 9.32.26 AM.png
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7️⃣ In order to add priority action plan items to the executive summary simply click the “Priority” emojis.
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Screen Shot 2023-04-14 at 9.34.28 AM.png
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🗒️ Next steps & to-do’s

View what’s done
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Search
Initiative
Task
When?
By who?
Status
Notes
Priority
1
Executive Alignment
Reach out to CRO
Q2 23
Adam Davis
Not started
Open
1
2
Executive Alignment
Exec alignment briefing setup
Q1 23
Nicole Stoltenberg
In progress
Open
1
3
Growth
Prep internal implementation
Q1 23
Haley Woolverton
In progress
Open
4
Multi-threading
Align with CSM
Q2 23
Haley Woolverton
Nicole Stoltenberg
Not started
Open
5
Multi-threading
Adding new thing here
​
​
​
Open
6
Multi-threading
New cool thing you’re doing
​
​
​
Open
7
Multi-threading
I need to do this new thing
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Nicole Stoltenberg
​
Open
1
8
Multi-threading
New exciting thing here
​
Haley Woolverton
​
Open
1
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