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Account Plan
Enterprise

Account Plan

Use this template to be highly effective in ensuring all key initiatives are on track for long-term success and ongoing expansion within extremely high-value accounts.

Account Plan
Enterprise

Account Plan

Use this template to be highly effective in ensuring all key initiatives are on track for long-term success and ongoing expansion within extremely high-value accounts.

Mutual Action Plan
Sales

Mutual Action Plan

Use this template to keep your prospects engaged by consolidating your entire deal in one organized place. Also, known as MAPs, Joint Engagement Plans (JEPs), Go-Live Plans, and more.

Mutual Action Plan
Sales

Mutual Action Plan

Use this template to keep your prospects engaged by consolidating your entire deal in one organized place. Also, known as MAPs, Joint Engagement Plans (JEPs), Go-Live Plans, and more.

Digital Sales Room
Sales

Digital Sales Room

Use this template to reduce the friction of B2B buying for your buyers.

Digital Sales Room
Sales

Digital Sales Room

Use this template to reduce the friction of B2B buying for your buyers.

Customer Onboarding and Implementation Plan
Customer Success

Customer Onboarding and Implementation Plan

Create a delightful experience with your new customer and clients, ensure alignment of goals and objectives, and a repeatable process.

Customer Onboarding and Implementation Plan
Customer Success

Customer Onboarding and Implementation Plan

Create a delightful experience with your new customer and clients, ensure alignment of goals and objectives, and a repeatable process.

Sales Handoff
Customer Success

Sales Handoff

Your buyer is now your new customer. Provide a seamless handoff experience for your new customer through this template.

Sales Handoff
Customer Success

Sales Handoff

Your buyer is now your new customer. Provide a seamless handoff experience for your new customer through this template.

Pilot Plan
Proof of Concept

Pilot Plan

Use this template to create Mutual Action Plans with your buyers for navigating through a pilot to match your product’s value to your customer’s needs.

Pilot Plan
Proof of Concept

Pilot Plan

Use this template to create Mutual Action Plans with your buyers for navigating through a pilot to match your product’s value to your customer’s needs.

Proof of Concept
Proof of Concept

Proof of Concept

Use this template to create Mutual Action Plans with your buyers for navigating through a Proof of Concept to match your product’s value to your customer’s needs.

Proof of Concept
Proof of Concept

Proof of Concept

Use this template to create Mutual Action Plans with your buyers for navigating through a Proof of Concept to match your product’s value to your customer’s needs.

Enforcing MEDDICC Sales
Methodology

Enforcing MEDDICC Sales

Use this template to create Mutual Action Plans with your buyers, and ensure MEDDICC (or MEDDIC) framework is used on every single deal.

Enforcing MEDDICC Sales
Methodology

Enforcing MEDDICC Sales

Use this template to create Mutual Action Plans with your buyers, and ensure MEDDICC (or MEDDIC) framework is used on every single deal.

Enforcing the SPICED™️ Framework (curated by Winning by Design)
Methodology

Enforcing the SPICED™️ Framework (curated by Winning by Design)

Use this template to create Mutual Action Plans with your buyers, and ensure Winning by Design's SPICED™️ framework is used on every single deal.

Enforcing the SPICED™️ Framework (curated by Winning by Design)
Methodology

Enforcing the SPICED™️ Framework (curated by Winning by Design)

Use this template to create Mutual Action Plans with your buyers, and ensure Winning by Design's SPICED™️ framework is used on every single deal.

Enforcing the ValueSelling Framework®️
Methodology

Enforcing the ValueSelling Framework®️

Use this template to create Mutual Action Plans with your buyers, and ensure the ValueSelling Framework®️ is used on every single deal.

Enforcing the ValueSelling Framework®️
Methodology

Enforcing the ValueSelling Framework®️

Use this template to create Mutual Action Plans with your buyers, and ensure the ValueSelling Framework®️ is used on every single deal.

Enforcing Force Management's Command of the Message®️
Methodology

Enforcing Force Management's Command of the Message®️

Benefit from this template to create Mutual Action Plans with your buyers, and repeatedly sell on value with Force Management's Command of the Message®️.

Enforcing Force Management's Command of the Message®️
Methodology

Enforcing Force Management's Command of the Message®️

Benefit from this template to create Mutual Action Plans with your buyers, and repeatedly sell on value with Force Management's Command of the Message®️.

Enforcing Challenger Sales
Methodology

Enforcing Challenger Sales

Use this template to create Mutual Action Plans with your buyers, and ensure Challenger Sales methodology is used on every single deal.

Enforcing Challenger Sales
Methodology

Enforcing Challenger Sales

Use this template to create Mutual Action Plans with your buyers, and ensure Challenger Sales methodology is used on every single deal.

MEDDICC Deal Management by David Weiss
Methodology

MEDDICC Deal Management by David Weiss

Use this template to create Mutual Action Plans with your buyers, and ensure MEDDICC framework is used on every single deal.

MEDDICC Deal Management by David Weiss
Methodology

MEDDICC Deal Management by David Weiss

Use this template to create Mutual Action Plans with your buyers, and ensure MEDDICC framework is used on every single deal.

Digital Marketing Proposal
Agency

Digital Marketing Proposal

Use this template to create a simplified plan that organizes all scope of work, deliverables, and communication into one place.

Digital Marketing Proposal
Agency

Digital Marketing Proposal

Use this template to create a simplified plan that organizes all scope of work, deliverables, and communication into one place.

Request a Template

Request a Template

We'd love to hear from you. If there's a template you need that isn't in our library, request it!

Request a Template

Request a Template

We'd love to hear from you. If there's a template you need that isn't in our library, request it!

Workflow

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Create Recapped workspace

Automatically create a Recapped workspace when a new opportunity is added to the CRM or stage is updated

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Workflow

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Create Slack channel

Automatically create a Slack channel for each new deal in Recapped.

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Workflow

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Sync CRM fields

Automatically update CRM fields with data from Recapped workspaces.

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Workflow

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Sync contacts to CRM

Automatically push Recapped contacts to Salesforce

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Workflow

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Sync next steps to CRM

Sync next steps from Recapped to CRM tasks or activities.

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Workflow

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Handoff AE to CSM

Pass closed won deals to Customer Success for onboarding

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Workflow

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Handoff BD to AE

Streamline transition from Business Development rep to Sales

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Workflow

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Log sales activity

Automatically logs and activities in your CRM.

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Workflow

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Slack deal progress

Send regular updates on deal progress to Slack.

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Workflow

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Sync to calendar

Automatically add Recapped tasks and milestones to your calendar.

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Alert

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Deal slipping or delayed

Identify when deal momentum is slowing down or has unexpected delays.

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Alert

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Missing MEDDICC fields

Alert leadership when key MEDDICC qualification data is incomplete in a deal

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Alert

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Missing Mutual Action Plan

Alert reps when a Mutual Action Plan is missing from a qualified deal.

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Alert

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Overdue next steps

Send automated email reminders for upcoming or overdue tasks.

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Alert

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Buyer engagement

Monitor and report on buyer engagement levels within Recapped workspaces.

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Alert

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Deal moved to next quarter

Flag team when forecasted deal is pushed to the following quarter.

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Alert

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Missing next step date

Identify and alert on missing next step due dates in Recapped workspaces.

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Alert

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Missing requirements

Alert reps when critical deal information is incomplete.

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Alert

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New workspace comment

Notify relevant team members when new comments are added to a workspace.

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Alert

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Overdue close date

Notify relevant team members when a deal's expected close date has passed

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Alert

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And a lot more

These are only some of the workflows and alerts that Recapped provides, schedule a call to learn more

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Learn best practices from the world's fastest growing teams

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