DealPoint MAP Template for SalesHacker
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MUTUAL ACTION PLAN
VALTRON & CBRIGHT G5 DEAL
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<Hi Sales Hackers -- Please download your own copy (under File) and don't mess around with this one. Thanks! Tom W>
Oh, and if you like this, please give me / DealPoint a shout on LinkedIn :) linkedin.com/in/tdgwilliams https://www.linkedin.com/feed/update/urn:li:activity:6521896223438438400
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What is this? We like to use these non-binding planners to stay ahead of the curve and make the process as smooth as possible for all parties. Feel free to share with anyone in your org.Valtron Factory Initiative Kick off6/24/19Jump to Team members
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First Revenue (estimated date)8/5/2019
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First milestone completed (estimated date)3/8/2019Questions?
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Go Live (estimated date)6/6/2019Call or email Tom W anytime
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Days to Go Live (calculated)63503-415-1428
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Typical Process Length (days)76tom@dealpoint.io
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TARGET DATEDONEDays ⤵MILESTONEOWNER (Valtron)OWNER (Cbright)OUTCOME / NOTES
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3/8/2019Intros & fitPaulTomDiscuss business challenges /opportunities & identify where Valtron can help
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3/14/20194Establish use case(s)Deep dive into how Valtron's G5 network would reduce contractor churn at Cbright
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3/18/20192Present business caseGet feedback on the business case and present our proposal
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4/15/201920PreflightWork with Cbright's technical team and identify potential integration or infrastructure issues in advance
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5/13/201920Final negotation & signaturesContracts / payment details finalized.
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5/22/20197Implementation / integrationCbright team works with Valtron counterparts to integrate & test implementation
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5/29/20195OnboardingTeam training & Customer Success plan finalized
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6/6/20196GO LIVE: Flip the switch!
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6/24/1912Valtron Factory Initiative Kick offEXTERNALEXTERNAL
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8/5/201930First Date of Value$500K savings in first 30 days
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4/13/2020180Key ROI value realized$30M in six months if we follow the plan
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