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Mutual Action Plan (Template)
Get everyone on the same page of the evaluation and purchase process.
Project Title: Start Date: 4/1/2021
4/1/2021
Go Live Date: 10/1/2022 Days Until GL: 916 days ago
10/1/2022
916 days ago
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Team
Name
Role
Customer
Director of Finance
Customer
VP of Product
Coda
Head of Sales
Coda
Customer Success
Coda
Solutions Engineering
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⛰️Challenges
☑️ Required Capabilities
📈 Positive Impact
💡Solution
📝 Success Criteria
🗺 Mutual Action Plan Details
📅 Project Calendar
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