Account Plan Template
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Account Plan Template

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Account Overview

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Acme Corp.
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View in Salesforce
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Go To Slack Channel
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Subscription Info

Estimated ARR:
$396,000
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Plan:
Enterprise
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Segment:
Strategic
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Renewal Date:
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Current Contract:
Acme Corp - Renewal - 2022
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Contract Term (months):
12
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Contract End Date:
2022-12-02
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True-up Schedule:
Quarterly
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True-up Type:
Auto-Renew
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Account Team:

Account Executive:
Jack Gertridge
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Solutions Engineer:
Michael Jordan
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Customer Success Manager:
Casey Roberts
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Executive Sponsor:
Brian Lederman
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Why did they buy?


Use Cases:
For the most up to date information on usage, see
Account Analytics
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Primary (purchased) Use Case: Use Case 1
Secondary (purchased) Use Cases: Use Case 2
Product Gaps: Product Gap 1, 2 and 3

Business Challenge: Business Challenges
Previous Solution: Prior Solution
Teams:
Purchasing Team:
Other Teams:

Budget Allocation:
Competitors:
Primary: Competitor 1
Secondary: Competitor 2

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View
Account Analytics
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Interested in integrating Salesforce, Gong or any of your other sales tools with Coda?
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Contact An Onboarding Specialist
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to learn more!
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