The Mercedes Team

Haley Woolverton

CSM

St Louis, MO

Nicole Stoltenberg

AE

Boulder, CO

Chris James

SE

Los Angeles, CA

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We have really strong momentum headed into 2023 🎉

Opportunity: 3 million tracking for Dec 15th signature

🛣️ The path to 3 million

Your Company x Account Name Vision Statement

Example: Mercedes. First move the world

We will inspire and create an exceptional place to work and to do business. One employee, one customer, one vehicle at a time. Through our transparent atmosphere, premium auto inventory, and individualized customer care, we create the luxury shopping experience that our customers truly deserve.

What are top strategic business objectives for Account Name?

What are we working on?

Below are the top 5 next steps for visibility. You can see more

Action Plan

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5 very-next steps

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Reach out to CRO

Exec alignment briefing setup

I need to do this new thing

New exciting thing here

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EBC presentation

Champion(s):

Executive sponsor(s)

💸 Opportunities

Reach out to your account team at Coda if you want to set this up using the Salesforce integration

⚠️ Top Risks