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Account Plan Template
Proof of Value Template
🤝 Coda Account Team
Name
Title
Location
Role
1
Head of Sales, Success and Support
SF Bay Area
Exec Sponsor
2
Sales Manager
SF Bay Area
Sales Leader
3
Account Executive
SF Bay Area
AE
4
Solutions Engineering
NYC Area
SE Leader
5
Customer Success
SF Bay Area
CS Leader
6
Professional Services
Seattle
Service Leader
There are no rows in this table
Opportunity Overview
1
Opportunity Name:
Sales Stage:
2
Seller Name:
Forecast Category:
3
Opportunity Description:
Known Qualification Gaps & Challenges:
4
Opportunity Description:
Known Qualification Gaps & Challenges:
There are no rows in this table
Overview of the Proposed Solution
Business Initiatives & Outcomes
Top Initiatives
Positive Business Outcomes
Who Cares About This?
1
2
3
There are no rows in this table
Identified Pain/Challenges
1
Business Pains:
Technical Pains:
2
Size of Pain ($):
Size of Pain ($):
3
Who is Impacted:
Who is Impacted:
There are no rows in this table
Decision Making Roles
Role
Name & Title
How do you know?
Sentiment
1
Economic Buyer
2
Technical Buyer
3
Champion
4
Coach
5
Other Influencers
There are no rows in this table
Decision Criteria
Required Capabilities
Metrics
1
2
3
There are no rows in this table
Decision Process
Step
Owner
Due Date
1
2
3
4
5
There are no rows in this table
Competition
Competitor
Strengths
Weaknesses
Our Differentiators
Dunder Mifflin
3
Squiggle
3
Procurement/Buying Process
Step
Owner
Due Date
1
2
3
4
5
6
There are no rows in this table
🗺️ Critical Next Steps:
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