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Turn deals into account plans

Your account managers get an account plan ready to review, filled from the discovery data your sales team already captured.

When a deal is marked won
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Harbor & Finch account plan draft. Built from the discovery fields on the won deal and the call notes of Oct 3.

  • Background (from Situation): 40 person logistics planner, dispatch runs in spreadsheets across three depots.
  • Goals (from Pain): stop double booking trucks; give depot leads one shared view.
  • Success metrics (from Impact): cut weekly planning from 12 hours to 4. Source: call notes, Oct 3.
  • Key dates (from Critical event): go live before peak season on Nov 15.
  • Stakeholders and decision process (from Decision): Sam, operations lead, champion; Lena, finance, signs off. Confirmed by the rep.
  • Not captured: who owns the budget in year two. Was it mentioned on the pricing call?