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Joint Account Planning Tool <Customer>
<Solution>
Customer Project
Business Drivers
Customer Stakeholders Competitors:
Our Joint Strategy
Cisco Partner
Roles and Responsibilities
<Date> <Date> <Date>
Key Milestones
Install Base Assessment Customer Success Plan Business and Financial Pitch
Action Action Driver Other Team Members Due Date Status
Identify Business Need
Estate/Install Base Review
Customer Success Plan (Strategy, Activation, Adoption, KPIs, QBRs)
Asset management
Business and Financial Value Proposition