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Account Plan Template
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Account Plan Template
Account Plan Template
Acme Corp Account Plan
People
SWOT Analysis
Drop in Activity for Shipping & Handling
Meetings
Base Tables
SWOT
Next Steps
People
SWOT Analysis
SWOT Analysis
Strength
People Ops, including CPO love Coda
Weakness
Product team is very siloed
Opportunity
Executive team is looking for a tool to run company-wide OKRs
CEOs EA reached out interested in learning more about Coda.
Threat
Activity has dropped on Shipping & Handling team
Next Steps:
Add Next Step
SWOT
Task
Status
Owner
SWOT
Task
Status
Owner
Product team is very siloed
Exec Sponsor reaching out to Head of Product to get top-down buy-in
In Progress
Brian Lederman
CEOs EA reached out interested in learning more about Coda.
Running a Doc-Build with EA
Not Started
Casey Roberts
Executive team is looking for a tool to run company-wide OKRs
Send Coda vs. Competitor docs to Strategy Ops team
Complete
Brian Dywer
Demo with Executive Team
Not Started
Brian Dywer
Activity has dropped on Shipping & Handling team
Work with John to schedule and promote training
Complete
Casey Roberts
Build Training Doc
In Progress
Casey Roberts
Run & record training for Shipping & Handling users
Not Started
Casey Roberts
👉 Next Up: ❌
Threat Write-Up
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