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PhaseTypeTaskSub taskOwnerDue dateCompletion dateStatus
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Short-termStrategySet objectives for integrationNot started
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Short-termStrategyDefine team to lead integrationNot started
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Short-termStrategyKnowledge shareNot started
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Short-termStrategyKnowledge shareShare knowledge on customers, market, and solutionsNot started
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Short-termStrategyKnowledge shareDocument and share information on lead creation and opportunity handoffNot started
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Short-termStrategyComplete positioning maps: Current and futureNot started
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Short-termStrategyComplete positioning maps: Current and futureDistribute employee and client surveys. Share findings internally and externally.Not started
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Short-termStrategyComplete positioning maps: Current and futureIntegrate market research and other client and market insights on brand attitude and usageNot started
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Short-termStrategyComplete positioning maps: Current and futureIdentify and map key personasNot started
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Short-termStrategyComplete positioning maps: Current and futureIdentify any overlap between business unitsNot started
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Short-termStrategyComplete positioning maps: Current and futurePlot brand archetypes for Company brands based on surveys, market research, and other insightsNot started
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Mid-termStrategyComplete company Situation Assessment: SWOT, 4 C's (Category, Client, Competition, Company)Not started
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Mid-termStrategySet major milestones for Marketing over the next 90 daysNot started
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Short-termStrategySet major milestones for Marketing over the next 90 daysDetermine key success factorsNot started
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Short-termStrategySet major milestones for Marketing over the next 90 daysDevelop revenue baseline for the combined entityNot started
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Short-termStrategySet major milestones for Marketing over the next 90 daysConfirm growth targets and expectationsNot started
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Short-termStrategySet major milestones for Marketing over the next 90 daysAlign on company KPIsNot started
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Short-termStrategyDetermine resources required to meet targets (people and budget)Not started
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Short-termStrategyDetermine risk and dependencies of integrationNot started
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Mid-termStrategyAlign on client value proposition: Immediate, mid-term, and long-term Not started
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Mid-termStrategyMap out market opportunities: Existing and newNot started
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Short-termStrategyMap out market opportunities: Existing and newQuantify TAM and SAM for each growth opportunityNot started
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Short-termStrategyMap out market opportunities: Existing and newEvaluate short-term GTM opportunities for various marketsNot started
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Mid-termStrategyMap out market opportunities: Existing and newEvaluate medium-term GTM opportunities for various marketsNot started
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Mid-termStrategyPrioritize growth strategies based on opportunities and readiness to winNot started
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Short-termStrategyPrioritize growth strategies based on opportunities and readiness to winAlign on quick wins to share with clientsNot started
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Mid-termStrategyFinalize and communicate Go To Market strategyNot started
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Short-termStrategyCreate Day 1 timelineNot started
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Short-termCustomersReview and compare customer list for all business unitsNot started
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Short-termCustomersReview sales and revenue data for all business unitsNot started
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Short-termCustomersMeet with customer success teams to discuss approachNot started
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Short-termCustomersIdentify potential customer challenges/complaintsNot started
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Mid-termCustomersCreate customer retention programNot started
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Short-termCustomersCreate customer FAQNot started
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Mid-termBrandingDetermine branding updates neededNot started
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Mid-termBrandingDetermine branding updates neededDiscuss brand positioningNot started
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Mid-termBrandingDetermine branding updates neededDiscuss changes to company nameNot started
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Mid-termBrandingDetermine branding updates neededDiscuss changes to company logoNot started
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Mid-termBrandingDetermine branding updates neededDiscuss changes to company taglineNot started
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Short-termBrandingDetermine branding updates neededCreate timeline for branding changesNot started
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Mid-termBrandingDetermine branding updates neededFinalize brand voice/tone and look/feelNot started
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Mid-termBrandingMake branding updatesNot started
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Mid-termBrandingMake branding updatesDevelop strategy for website redesignNot started
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Mid-termBrandingMake branding updatesMake any updates to company websitesNot started
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Mid-termBrandingMake branding updatesMake any updates to sales collateralNot started
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Mid-termBrandingMake branding updatesMake any updates to company social media accountsNot started
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Mid-termBrandingMake branding updatesMake any updates to branded paid media campaignsNot started
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Mid-termBrandingCreate new brand guidelines, including logos and colorsNot started
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Mid-termTeamReview existing organizational structures and rolesNot started
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Mid-termTeamReview existing organizational structures and rolesDefine new organizational structure and rolesNot started
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Mid-termTeamReview current contractorsNot started
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Mid-termTeamReview current contractorsCreate list of all contractors, including their role, cost, duration of contract, and any ongoing projectsNot started
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Mid-termTeamReview current contractorsCreate transition plan for contractors - contracts to stay the same, expand or reduce scope, contracts to terminate, and new contractors to hireNot started
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Mid-termTeamReview current team
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Short-termTeamReview current teamAssess all existing team members, including key areas of knowledge and level of seniorityNot started
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Mid-termTeamReview current teamCreate team transition plan - team members to stay the same, transition to new roles, or be let go, and new team members to be hiredNot started
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Mid-termTeamReview current teamCreate retention plans for key team membersNot started
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Mid-termTeamReview current teamCreate transition and knowledge transfer plans for team members who leaving or transitioning to new rolesNot started
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Mid-termTeamReview current teamMeet with HR to discuss changes to compensation and benefitsNot started
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Mid-termTeamExpand current teamNot started
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Mid-termTeamExpand current teamMeet with recruiting team to discuss roles, compensation, and timingNot started
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Mid-termTeamExpand current teamHire new team membersNot started
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Mid-termTeamExpand current teamOnboard new team membersNot started
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Mid-termTeamCommunicate org structure and leadershipNot started
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Mid-termTeamCommunicate org structure and leadershipCommunicate new roles and team structures to direct reports/first-line managersNot started
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Short-termTeamCommunicate org structure and leadershipMeet with combined team to discuss expectations and organizational structureNot started
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Mid-termTeamCommunicate org structure and leadershipEnable meetings between managers and new direct reportsNot started
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Short-termTeamCommunicate org structure and leadershipProvide change management training for managersNot started
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Mid-termTeamCommunicate org structure and leadershipConduct one-on-ones with new team membersNot started
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Mid-termTeamIntegrate teamsNot started
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Mid-termTeamIntegrate teamsMeet with HR to discuss plans for culture integration Not started
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Mid-termTeamIntegrate teamsDeliver workshop to combined teamNot started
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Short-termCommunicationsCreate communications planNot started
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Short-termCommunicationsCreate communications planDetermine key messaging for each productNot started
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Short-termCommunicationsCreate communications planDetermine communication channels, e.g. sales meeting, employee and client webinars, blog, newsletter, email, podcast, video, etc.Not started
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Short-termCommunicationsCreate communications planPlan for customer awareness of transitioning team membersNot started
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Short-termCommunicationsCreate communications planUnderstand partner ecosystem and key commitments/contractsNot started
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Short-termCommunicationsCreate communications planPlan for partner awareness of transitioning team membersNot started
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Short-termCommunicationsCreate communications planCreate communications calendarNot started
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Short-termCommunicationsCreate communications planDevelop partner communications planNot started
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Short-termCommunicationsCreate content to communicate changes and value propositionNot started
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Short-termCommunicationsCreate content to communicate changes and value propositionDevelop FAQs: Employee, client, and vendor FAQsNot started
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Short-termCommunicationsCreate content to communicate changes and value propositionCreate and distribute employee talking pointsNot started
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Short-termCommunicationsCreate content to communicate changes and value propositionCreate press releaseNot started
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Short-termCommunicationsCreate content to communicate changes and value propositionDistribute press releaseNot started
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Short-termCommunicationsCreate content to communicate changes and value propositionRun customer-facing webinar Not started
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Short-termCommunicationsCreate content to communicate changes and value propositionWrite and send customer emailNot started
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Short-termCommunicationsCreate content to communicate changes and value propositionWrite and publish blog postNot started
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Short-termCommunicationsCreate content to communicate changes and value propositionCreate and publish website pageNot started
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Short-termCommunicationsCreate content to communicate changes and value propositionCreate and publish social media postsNot started
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Short-termCommunicationsCreate sales and client success messaging trainingNot started
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Short-termCommunicationsCreate sales and client success messaging trainingImplement sales and client success messaging trainingNot started
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Mid-termProgramsCreate list of committed tradeshows and conferences across business unitsNot started
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Mid-termProgramsCreate list of committed tradeshows and conferences across business unitsAllocate resources to committed eventsNot started
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Long-termProgramsCreate list of committed tradeshows and conferences across business unitsAssess event list going forwardNot started
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Mid-termProgramsReview paid media campaigns for all business unitsNot started
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Mid-termProgramsReview paid media campaigns for all business unitsMake any adjustments to paid media campaigns for all business unitsNot started
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Mid-termProgramsMap out buyer journey for each business unitNot started
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Mid-termProgramsMap out buyer journey for each business unitIdentify content gaps in buyer journeyNot started