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<div class="callout" style="background-color: rgb(254, 228, 226)"><span class="callout__emoji">💡</span><div class="callout__text"><p><strong>HOW TO USE THIS TEMPLATE: </strong></p><p>STEP 1: Duplicate this template into your Distribute Account</p><p>STEP 2: Apply your own edits based on your deal cycle</p><p>STEP 3: Pull this up on your next call with a prospect and get your GO LIVE DATE</p></div></div><p></p><div class="custom-table-wrapper"><table class="custom-table"><tbody><tr><th colspan="1" rowspan="1"><p>{{Company GO LIVE DATE}}</p></th><th colspan="1" rowspan="1"><p>12/04/24</p></th></tr><tr><td colspan="1" rowspan="1"><p><span>Key ROI value realized (estimated date)</span></p></td><td colspan="1" rowspan="1"><p>11/05/24</p></td></tr><tr><td colspan="1" rowspan="1"><p><span>Implementation Starting (estimated date)</span></p></td><td colspan="1" rowspan="1"><p>10/05/24</p></td></tr><tr><td colspan="1" rowspan="1"><p><span>Go Live (estimated date)</span></p></td><td colspan="1" rowspan="1"><p>12/04/24</p></td></tr><tr><td colspan="1" rowspan="1"><p><span>Typical Implementation Process Length (days)</span></p></td><td colspan="1" rowspan="1"><p>30</p></td></tr></tbody></table></div><hr><h2>Milestone 1</h2><ul class="todo-list" data-type="todoList"><li data-type="todoListItem" class="todo-item"><label class="todo-icon__label"><div class="todo-item__icon--unchecked todo-item__icon" style=""><img src="https://storage.googleapis.com/distribute-production-storage/general/check.svg"></div></label><div class=""><p><p><span>Intros &amp; fit</span></p></p></div></li><li data-type="todoListItem" class="todo-item"><label class="todo-icon__label"><div class="todo-item__icon--unchecked todo-item__icon" style=""><img src="https://storage.googleapis.com/distribute-production-storage/general/check.svg"></div></label><div class=""><p><p><span>Mutual NDA</span></p></p></div></li><li data-type="todoListItem" class="todo-item"><label class="todo-icon__label"><div class="todo-item__icon--unchecked todo-item__icon" style=""><img src="https://storage.googleapis.com/distribute-production-storage/general/check.svg"></div></label><div class=""><p><p><span>Establish use case(s)</span></p></p></div></li><li data-type="todoListItem" class="todo-item"><label class="todo-icon__label"><div class="todo-item__icon--unchecked todo-item__icon" style=""><img src="https://storage.googleapis.com/distribute-production-storage/general/check.svg"></div></label><div class=""><p><p><span>Scoping call with end user(s) and manager(s)</span></p></p></div></li></ul><h2>Milestone 2</h2><ul class="todo-list" data-type="todoList"><li data-type="todoListItem" class="todo-item"><label class="todo-icon__label"><div class="todo-item__icon--unchecked todo-item__icon" style=""><img src="https://storage.googleapis.com/distribute-production-storage/general/check.svg"></div></label><div class=""><p><p><span>Present business case / ROI / Pricing</span></p></p></div></li><li data-type="todoListItem" class="todo-item"><label class="todo-icon__label"><div class="todo-item__icon--unchecked todo-item__icon" style=""><img src="https://storage.googleapis.com/distribute-production-storage/general/check.svg"></div></label><div class=""><p><p><span>Create executive alignment</span></p></p></div></li><li data-type="todoListItem" class="todo-item"><label class="todo-icon__label"><div class="todo-item__icon--unchecked todo-item__icon" style=""><img src="https://storage.googleapis.com/distribute-production-storage/general/check.svg"></div></label><div class=""><p><p><span>Preflight / Technical Validation</span></p></p></div></li><li data-type="todoListItem" class="todo-item"><label class="todo-icon__label"><div class="todo-item__icon--unchecked todo-item__icon" style=""><img src="https://storage.googleapis.com/distribute-production-storage/general/check.svg"></div></label><div class=""><p><p><span>Legal Review / MSA / Security Review</span></p></p></div></li></ul><h2>Milestone 3</h2><ul class="todo-list" data-type="todoList"><li data-type="todoListItem" class="todo-item"><label class="todo-icon__label"><div class="todo-item__icon--unchecked todo-item__icon" style=""><img src="https://storage.googleapis.com/distribute-production-storage/general/check.svg"></div></label><div class=""><p><p><span>Final negotation &amp; signatures / Procurement Process</span></p></p></div></li><li data-type="todoListItem" class="todo-item"><label class="todo-icon__label"><div class="todo-item__icon--unchecked todo-item__icon" style=""><img src="https://storage.googleapis.com/distribute-production-storage/general/check.svg"></div></label><div class=""><p><p><span>Implementation / integration begins</span></p></p></div></li><li data-type="todoListItem" class="todo-item"><label class="todo-icon__label"><div class="todo-item__icon--unchecked todo-item__icon" style=""><img src="https://storage.googleapis.com/distribute-production-storage/general/check.svg"></div></label><div class=""><p><p><span>Team Training &amp; Adoption Plan</span></p></p></div></li><li data-type="todoListItem" class="todo-item"><label class="todo-icon__label"><div class="todo-item__icon--unchecked todo-item__icon" style=""><img src="https://storage.googleapis.com/distribute-production-storage/general/check.svg"></div></label><div class=""><p><p><strong><span>{{Company}} Go Live Date</span></strong></p></p></div></li></ul><h2>Milestone 4</h2><ul class="todo-list" data-type="todoList"><li data-type="todoListItem" class="todo-item"><label class="todo-icon__label"><div class="todo-item__icon--unchecked todo-item__icon" style=""><img src="https://storage.googleapis.com/distribute-production-storage/general/check.svg"></div></label><div class=""><p><p><span>Introduce Customer Success Manager (CSM)</span></p></p></div></li><li data-type="todoListItem" class="todo-item"><label class="todo-icon__label"><div class="todo-item__icon--unchecked todo-item__icon" style=""><img src="https://storage.googleapis.com/distribute-production-storage/general/check.svg"></div></label><div class=""><p><p><span>First Date of Value / Key ROI value realized</span></p></p></div></li><li data-type="todoListItem" class="todo-item"><label class="todo-icon__label"><div class="todo-item__icon--unchecked todo-item__icon" style=""><img src="https://storage.googleapis.com/distribute-production-storage/general/check.svg"></div></label><div class=""><p><p><span>Initial EBR / Optimization Plan</span></p></p></div></li></ul><p></p><hr><h2>Team Members</h2><p>@ Distribute Team Members</p><div class="custom-table-wrapper"><table class="custom-table"><tbody><tr><th colspan="1" rowspan="1"><p>Role</p></th><th colspan="1" rowspan="1"><p>Team Member</p></th><th colspan="1" rowspan="1"><p>Email</p></th><th colspan="1" rowspan="1"><p>Phone</p></th><th colspan="1" rowspan="1"><p>Notes</p></th></tr><tr><td colspan="1" rowspan="1"><p>Leadership</p></td><td colspan="1" rowspan="1"><p>Andy</p></td><td colspan="1" rowspan="1"><p>andy@distribute.so</p></td><td colspan="1" rowspan="1"><p>1-800-Distribute</p></td><td colspan="1" rowspan="1"><p>This guy is a weirdo. BEWARE.</p></td></tr><tr><td colspan="1" rowspan="1"><p>Sales Ops</p></td><td colspan="1" rowspan="1"><p>...</p></td><td colspan="1" rowspan="1"><p>...</p></td><td colspan="1" rowspan="1"><p>...</p></td><td colspan="1" rowspan="1"><p>...</p></td></tr><tr><td colspan="1" rowspan="1"><p>.....</p></td><td colspan="1" rowspan="1"><p>....</p></td><td colspan="1" rowspan="1"><p>...</p></td><td colspan="1" rowspan="1"><p>...</p></td><td colspan="1" rowspan="1"><p>...</p></td></tr></tbody></table></div><p>@ {{Company}} Team Members</p><div class="custom-table-wrapper"><table class="custom-table"><tbody><tr><th colspan="1" rowspan="1"><p>Role</p></th><th colspan="1" rowspan="1"><p>Team Member</p></th><th colspan="1" rowspan="1"><p>Email</p></th><th colspan="1" rowspan="1"><p>Phone</p></th><th colspan="1" rowspan="1"><p>Notes</p></th></tr><tr><td colspan="1" rowspan="1"><p>CEO</p></td><td colspan="1" rowspan="1"><p>SALLY</p></td><td colspan="1" rowspan="1"><p>sally@Iwillbuy.com</p></td><td colspan="1" rowspan="1"><p>1-800-CEO</p></td><td colspan="1" rowspan="1"><p>BOSS CEO</p></td></tr><tr><td colspan="1" rowspan="1"><p>CMO</p></td><td colspan="1" rowspan="1"><p>...</p></td><td colspan="1" rowspan="1"><p>....</p></td><td colspan="1" rowspan="1"><p>....</p></td><td colspan="1" rowspan="1"><p>....</p></td></tr><tr><td colspan="1" rowspan="1"><p>....</p></td><td colspan="1" rowspan="1"><p>.....</p></td><td colspan="1" rowspan="1"><p>.....</p></td><td colspan="1" rowspan="1"><p>.....</p></td><td colspan="1" rowspan="1"><p>....</p><p></p></td></tr></tbody></table></div>

Mutual Action Plan That SELLS LIKE CRAZY