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Flexible initiative tracker template
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Flexible initiative tracker template
All initiatives

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Detail view

Deep-dive into each initiative with a a detail view. The initiatives below are sorted by stage, and you can fully customize this layout by selecting the kebab (three dots) in the upper right of the table.
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Initiative details
6
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Email Campaign
Product X
Improve close rates
For Persona Y
Projected sales
Sales partnership
Offsite budgeting
GTM collateral
Customer engagement
Product revenue
Social Media
A sub product
Brand design
Campaign design
Email Campaign
Team
Marketing
Owner
James Booth
Stage
Active
Start date
Jun 6
End date
Jul 13
Details
Type /project brief to insert this template anywhere in the doc.
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💡 Idea overview

Provide a concise explanation of the idea. Include a rough sketch if possible.

🛤 Alignment

How does this initiative tie into team and company goals?

❓ Problem

What's the underlying problem we've observed? Key examples to demonstrate? How will this create value for our customers?

📐 Measurement

Can we validate or benchmark early in the process? How are you going to test that we've enabled the user to do X?

💰 Time & budget

How long will this take? What resources are needed?

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