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Mutual Action Plan/Agenda Template

Improve the buying experience and keep everyone aligned throughout your sales process.

 

Description

Due DateWhoStatusTask Start DateDep End DateNotes
Intros & Discovery 🖥️Jun 24Lola TseudonymDone6/24/23  
Demo 🔥Jun 27Lola TseudonymIn progress6/24/236/24/23 
Scope POC and success criteriaJun 27Joel DavisNot Yet Started 6/24/236/24/23 
Trial Kick-OffJun 26Lola TseudonymNot Yet Started 6/24/236/24/23 
First Trial Check-inJul 1Polly RoseNot Yet Started 6/26/236/26/23 
Second Trial Check-inJul 6Mary JonesNot Yet Started 7/1/237/1/23 
Trial Wrap-up and reviewJul 10Buck DuboisNot Yet Started 7/6/237/6/23 
Proposal ReviewJul 11Alan ChowanskyNot Yet Started 7/10/237/10/23 
Security ReviewJul 11Polly RoseNot Yet Started 6/26/236/26/23 
Legal ReviewJul 11James BoothNot Yet Started 6/26/236/26/23 
Budget ApprovalJul 16Alan ChowanskyNot Yet Started 7/11/237/11/23 
Contract ExecutionJul 21Felix MarlinNot Yet Started 7/16/237/16/23 
Kick off with your dedicated CSMJul 23James BoothNot Yet Started 7/21/237/21/23 
MVP of project doc built out in CodaAug 22Polly RoseNot Yet Started 7/23/237/23/23