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Discussion Topic
Questions
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Notes
Key use cases
6
What was the primary reason they purchased our product?
Open
What are our timelines for onboarding?
Open
Did they purchase professional services?
Open
Have we scoped out our PS engagement? What does it look like?
Open
How are we measuring success?
Open
What are their goals in using our product? How will they measure the success of our partnership?
Open
Key contacts
3
Who are our key contacts?
Open
Who are our champions 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 users/teams?
Open
When does the customer want to launch? How do they define “launched”?
Open
What integrations is the customer expecting to set up?
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
Growth plan
5
Which teams are we going after next? Why?
Open
What is our strategy to expand within the account?
Open
How are we going to leverage XFN teams in expanding the account?
Open
Are there additional PS opportunities?
Open
What (if any) are potential risks at this stage?
Open
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