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Mutual action plan
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Mutual action plan

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

Add stakeholder
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Stakeholders
Team
Name
Title
Acme's Customer
2
Adam Davis
Director of Finance
Alan Chowansky
VP of Product
Acme
3
Polly Rose
Head of Sales
Mary Jones
Customer Success
Buck Dubois
Solutions Engineering

Add use case
Clear sample data
Proof of value
Company Objectives
Use Case
Excited!
Situation
Pain Points
Impact
i
Our solution
Evaluation success
Notes
💸 Increase Sales by 30%
Roadmap/launch calendar
Acme has too many dependencies that are untracked which lead to missed target launches.
Too many dependencies
More launches on time
🛠 Save $ via Tech Consolidation
Cross-functional reviews
Acme has too many tools, making it difficult to stay organized and productive.
Too many tools
Team isn’t productive enough
Higher team output
Task planning and project planning
No single source of truth
Saves licenses on other tools
🤝 Improve Team Collaboration
Team hub: meetings, write-ups, planning
Acme has information and data living in too many places, leading to knowledge silos and wasting time searching for info.
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