MUTUAL ACTION PLAN | [Company Name] & [SaaS Name]
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MUTUAL ACTION PLAN | [Company Name] & [SaaS Name]

[Company Name]

[SaaS Name]

Project Lead

[Alice M. | Email]

Primary POC

[Jeremy S. | Email]

Tech Lead

[Grant T. | Email]

Support Lead

[Wes F. | Email]

Target Go Live Date

[March 1st, 2025]

Projected ROI Date

[May 15th, 2025]

Implementation Start Date

[January 15th, 2025]

Days to Go Live

[Remaining Days]

Average Implementation Duration

[45-60 Days]

PROJECT OVERVIEW: [Company Name] is seeking a robust [SaaS Type] solution to [Objective 1], [Objective 2], and [Objective 3]. With [Primary Feature] and [Secondary Feature], [SaaS Name] is well positioned to drive [X%] higher [Metric] for [Company Name] while achieving each stated objective. The following MAP outlines the key steps to a successful Go Live date.

Complete Program Timeline

STAGE

TARGET DATE

OWNER

STATUS

Introductions: Meet with [Department] leaders from [Company Name] for an initial consultation.

[Jan 15, 2025]

[Lindsay B. | Email]

Non-disclosures: Sign all required NDAs.

[Jan 22nd, 2025]

[Linda O. | Email]

Executive alignment: Present the business case and ROI to [Company Name] leaders.

[Feb 1st, 2025]

[Jerry W. | Email]

Negotiations: Determine enterprise pricing for [SaaS Name] based on the project scope, implementation complexity, and support requirements.

[Feb 22nd, 2025]

[Sarah B. | Email]

NOT STARTED

Implementation: Tech team conducts integration and quality assurance testing.

[Feb 25th, 2025]

[Craig V. | Email]

NOT STARTED

GO LIVE DATE