Internal Relationships
Action Plan
Your home for documenting everything you and the team are working on with the account for the upcoming weeks, quarter, year.
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 . Then, delete this section by clicking the 3 vertical dots to the left of this block and “delete”.
Delete sample data
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.
7️⃣ In order to add priority action plan items to the executive summary simply click the “Priority” emojis.
🗒️ Next steps & to-do’s
View what’s done
Initiative
When?
By who?
Search
Initiative
Task
When?
By who?
Status
Notes
Priority
Executive Alignment
Reach out to CRO
Q2 23
Not started
Open
1
Executive Alignment
Exec alignment briefing setup
Q1 23
In progress
Open
1
Growth
Prep internal implementation
Q1 23
In progress
Open
Multi-threading
Align with CSM
Q2 23
Not started
Open
Multi-threading
Adding new thing here
Open
Multi-threading
New cool thing you’re doing
Open
Multi-threading
I need to do this new thing
Open
1
Multi-threading
New exciting thing here
Open
1
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