Mutual Success Plan
Prepared by: (YOUR_COMPANY)
Date: (DATE)
Introduction
Dear (CLIENT_NAME),
We, at (YOUR_COMPANY), are eagerly anticipating our collaboration to modernize your sales process. This mutual success plan outlines our strategic roadmap, key priorities, and success metrics for the coming months.
Best Wishes,
(YOUR_NAME), (YOUR_COMPANY)
Key Priorities
Success Criteria
Case Study Reference
Discover how (CUSTOMER_NAME) improved the productivity of sales reps and delivered a personalized customer experience by modernizing their sales process.
Projected Return on Investment
By adopting (YOUR_COMPANY)'s solutions, your sales team can save up to 100 hours, thereby boosting productivity and potentially increasing revenue by 20%.
Stakeholders
Role | (YOUR_COMPANY) | (CLIENT_NAME) |
Account Executive | [Name + Email] | [Name + Email] |
Sales Engineer | [Name + Email] | [Name + Email] |
Sales Manager | [Name + Email] | [Name + Email] |
Executive Sponsor | [Name + Email] | [Name + Email] |
Action Plan
Date | Type | Next Steps |
MM/DD | Discovery Meeting | Introduction + Outline Goals |
MM/DD | Demo | Demo w/ CRO |
MM/DD | Deliverable | Business Case to CFO |
MM/DD | Legal Task | Provide Order Form, MSA, & DPA for legal review |
MM/DD | Legal Deliverable | Return first comments |
MM/DD | Security Task | Share security questionnaire with us |
MM/DD | Security Deliverable | Complete security questionnaire, provide SOC II report |
MM/DD | Finalization | Obtain Signatures |
MM/DD | Kickoff Meeting | Onboarding Kickoff |