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Account Plan Template
Execution Plan
Strategy
Execution is focused on: Growth & Expansion Efforts
Growth & Expansion Efforts
Executive Summary
Action Items
Clear template
🗺️ External Plan shared with Customer
Stage
Milestone
Start Date
Deadline
Owner
Customer Owner
Status
Email DRI
Slack DRI
Notes
Assessment
4
Solution & Specification Confirmed and Presented
2/14/2022
2/15/2022
✅ Completed
Present ROI / Business Case
2/10/2022
3/7/2022
✅ Completed
Create POC (if needed)
2/11/2022
2/11/2022
🚫 Not Started
Decision Making Process Confirmed
3/14/2022
4/25/2022
🚫 Not Started
Approval Process
5
Solution Accepted by customer and Zoom confirmed as preferred supplier
3/29/2022
4/1/2022
🛠️ In Progress
Contract process confirmed with customer
4/1/2022
4/16/2022
🚫 Not Started
Contracts Prepared & Issued
3/31/2022
4/22/2022
🛠️ In Progress
Legal Review(s)
3/4/2022
4/29/2022
🛠️ In Progress
Contracts signed and exchanged
5/2/2022
5/3/2022
Partnership
2
Executive Alignment
4/1/2022
6/30/2022
🛠️ In Progress
Customer Reference
7/1/2022
7/9/2022
🚫 Not Started
Deployment
3
Schedule CSM Introduction
5/4/2022
5/6/2022
🚫 Not Started
Pre-Deployment Work
5/9/2022
5/31/2022
🚫 Not Started
Go-Live
6/1/2022
6/1/2022
🚫 Not Started
Other Data
[Internal] Team tasks
Status 2
Status
1
🚫 Not Started
2
🛠️ In Progress
3
✅ Completed
There are no rows in this table
Stage
Stage
Assessment
4
Approval Process
6
Partnership
2
Deployment
3
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