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
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:
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 |
