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Milestone tracker
Track important milestones in the buying process and visualize timelines.
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Milestones
Stage
Status
Stakeholders
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Stage
Milestone
Notes
Start Date
Completion Date
Status
Stakeholders
Introductions
Discovery Call with Coda
6/6/2023
6/26/2023
✅ Completed
Intro to Coda + Mutual Action Plan
6/12/2023
8/21/2023
✅ Completed
Proof of Value
Review V1 Doc
6/15/2023
7/31/2023
✅ Completed
Present POV to Stakeholders
7/24/2023
8/21/2023
🛠️ In Progress
Purchasing Process
Share Coda MSA
7/10/2023
7/15/2023
✅ Completed
Contract Start Date
8/29/2023
10/23/2023
🔜 Need to start
Post-Sales
Kick Off with Dedicated CSM
8/28/2023
11/6/2023
🔜 Need to start
Budget Validation
Determine budget
9/25/2023
11/10/2023
✅ Completed
Timeline
Introductions
Discovery Call with Coda
Intro to Coda + Mutual Action Plan
Proof of ValueReview V1 Doc
Present POV to Stakeholders
Purchasing ProcessShare Coda MSA
Contract Start Date
Post-SalesKick Off with Dedicated CSM
Budget ValidationDetermine budget
Feb 2023
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Mar 2023
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Apr 2023
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May 2023
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Jun 2023
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Jul 2023
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Aug 2023
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Sep 2023
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Oct 2023
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Discovery Call with Coda
Intro to Coda + Mutual Action Plan
Review V1 Doc
Present POV to Stakeholders
Share Coda MSA
Contract Start Date
Kick Off with Dedicated CSM
Determine budget
Month
TodayFit
Calendar
June 2023
Month
TodayMonday
Tuesday
Wednesday
Thursday
Friday
Saturday
Sunday
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