HOW TO USE THIS TEMPLATE:
STEP 1: Duplicate this template into your Distribute Account
STEP 2: Apply your own edits based on your deal cycle
STEP 3: Pull this up on your next call with a prospect and get your GO LIVE DATE
{{Company GO LIVE DATE}} | 12/04/24 |
|---|---|
Key ROI value realized (estimated date) | 11/05/24 |
Implementation Starting (estimated date) | 10/05/24 |
Go Live (estimated date) | 12/04/24 |
Typical Implementation Process Length (days) | 30 |
Milestone 1
Intros & fit
Mutual NDA
Establish use case(s)
Scoping call with end user(s) and manager(s)
Milestone 2
Present business case / ROI / Pricing
Create executive alignment
Preflight / Technical Validation
Legal Review / MSA / Security Review
Milestone 3
Final negotation & signatures / Procurement Process
Implementation / integration begins
Team Training & Adoption Plan
{{Company}} Go Live Date
Milestone 4
Introduce Customer Success Manager (CSM)
First Date of Value / Key ROI value realized
Initial EBR / Optimization Plan
Team Members
@ Distribute Team Members
Role | Team Member | Phone | Notes | |
|---|---|---|---|---|
Leadership | Andy | andy@distribute.so | 1-800-Distribute | This guy is a weirdo. BEWARE. |
Sales Ops | ... | ... | ... | ... |
..... | .... | ... | ... | ... |
@ {{Company}} Team Members
Role | Team Member | Phone | Notes | |
|---|---|---|---|---|
CEO | SALLY | sally@Iwillbuy.com | 1-800-CEO | BOSS CEO |
CMO | ... | .... | .... | .... |
.... | ..... | ..... | ..... | .... |
