Layer 1

Joint Execution Plan

Prepared by: (YOUR_COMPANY)

Date: (DATE)


Overview

(YOUR_COMPANY) is excited at the opportunity to work with (CLIENT_NAME) to help modernize your sales process. Here’s what we’ve heard your key priorities are:

Key Priorities


I look forward to meeting with you and the team next week to answer any questions you may have.

Best Wishes,

(YOUR_NAME), (YOUR_COMPANY)


Success Criteria

We’ve heard that (CLIENT_NAME)’s criteria for success will be determined by:



​We need to improve sales productivity to achieve our revenue goals. Right now our sales process is cumbersome and time-consuming for sales reps, meaning they have less time to sell


​Greg Smith, Sales Manager



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Case Study

Discover how (CUSTOMER_NAME) improved the productivity of sales reps and deliver a personalized customer experience by modernizing their sales process.


Return on Investment

By adopting Qwilr, your sales team will benefit from a productivity boost with the hours saved on creating compelling proposals and content. We worked with Greg to estimate those savings - here’s our projection:

100 hours
Potential time savings


Stakeholders

(YOUR_COMPANY)

Account Executive: name + email


Sales Engineer: name + email

Sales Manager: name + email

Executive Sponsor: name + email

(CLIENT_NAME)

Account Executive: name + email


Sales Engineer: name + email

Sales Manager: name + email

Executive Sponsor: name + email


Action Plan

Discovery

Date

Type

Next Steps

MM/DD

Meeting

Introduction + Outline Goals

MM/DD

Meeting

Demo w/ CRO (eg. Jane)

MM/DD

Deliverable

Business Case to CFO (eg. Bill)

Legal

Date

Type

Next Steps

MM/DD

Task

Provide Order Form, MSA, & DPA for legal review

MM/DD

Deliverable

Return first comments (eg. Greg)

MM/DD

Deliverable

Return final comments (eg. Armand)

MM/DD

Meeting

Pre-schedule call with legal to finalize redlines

Security

Date

Type

Next Steps

MM/DD

Task

Share security questionnaire with Qwilr team (eg. Greg)

MM/DD

Deliverable

Complete security questionnaire, provide SOC II report (eg. Armand)

MM/DD

Deliverable

Review questionnaire answers with Security Team (eg. Greg)

MM/DD

Meeting

Pre-schedule call with Security to finalize security review

Finalizing Partnership

Date

Type

Next Steps

MM/DD

Deliverable

Signatures

MM/DD

Meeting

Onboarding Kickoff



Contact Us

Phone | Email | Website
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