🔒 Unlock

<h2 style="text-align: center"><u>How To Use This Template</u></h2><p></p><h4>STEP 1: Click &quot;Use as Template&quot; to copy into your own Distribute Workspace</h4><div style=""><figure data-media-width="848" data-media-height="155" data-align="center" data-type="resizeableFigure" style="justify-content: center" class="resizeable-figure resizeable-figure-margin"><div style="height: auto;width: 848px; "><img src="https://storage.distribute.so/media/main/f1256173-328f-4546-8916-414226ac1b8e/26feedef-5ccf-4bab-aa8e-8fa19c974093.png" alt="Dark Deal Re-Engagement Space 2024-11-14 at 11.13.51 AM.png.png" title="Dark Deal Re-Engagement Space 2024-11-14 at 11.13.51 AM.png.png"></div></figure></div><hr><h4>STEP 2: Make edits</h4><div style=""><figure data-media-width="848" data-media-height="757" data-align="center" data-type="resizeableFigure" style="justify-content: center" class="resizeable-figure resizeable-figure-margin"><div style="height: auto;width: 848px; "><img src="https://storage.distribute.so/media/main/94fe8090-efe8-45a9-a49d-1c37c2b72881/3d4d35cf-f27e-4f00-b35d-a7ddc1e8540c.gif" alt="Zight Recording 2024-11-18 at 09.10.50 AM.gif" title="Zight Recording 2024-11-18 at 09.10.50 AM.gif"></div></figure></div><hr><h4>STEP 3: Share with customers, see what they view, and get an email when it&apos;s viewed!</h4><div style=""><figure data-media-width="848" data-media-height="496" data-align="center" data-type="resizeableFigure" style="justify-content: center" class="resizeable-figure resizeable-figure-margin"><div style="height: auto;width: 848px; "><img src="https://storage.distribute.so/media/main/94fe8090-efe8-45a9-a49d-1c37c2b72881/549abe77-c092-4f1f-8a75-67b5ff562b24.png" alt="image.png" title="image.png"></div></figure></div><p></p><h2 style="text-align: center"><em>Enjoy :)</em></h2><p></p>

👉 [START HERE]

Greetings {recipient's name} 👋,

I'm excited to begin our adventure for {project} here. This collaborative platform will act as our main headquarters, containing all the details related to our project for {company name}.

Best,
Andy

Executive Sponsor

Andy

Project Lead

Sally

Technical Lead

Lucy

Account Executive

John

Solution Engineer

Lauren

Implementation Lead

Annie

<h2>Project Team</h2><h3>Core Team</h3><p><strong>Your Organization</strong></p><div company="Distribute" description="Greetings {recipient&apos;s name} 👋,

I&apos;m excited to begin our adventure for {project} here. This collaborative platform will act as our main headquarters, containing all the details related to our project for {company name}.

Best,
Andy" isDescriptionBlockVisible isPhotoBlockVisible jobTitle="Executive Sponsor" name="Andy" photoUrl="https://storage.distribute.so/media/main/94fe8090-efe8-45a9-a49d-1c37c2b72881/dfb6fef4-c3ba-4885-9f55-d1216086292e.png" serializedContacts="[]" class="contact-card" data-type="contactCard"><div class="contact-card__description "><p class="contact-card__description-text">Greetings {recipient&apos;s name} 👋,

I&apos;m excited to begin our adventure for {project} here. This collaborative platform will act as our main headquarters, containing all the details related to our project for {company name}.

Best,
Andy</p></div><div class="contact-card__content"><div class="contact-card__personal-info"><span class="avatar avatar--src contact-card__avatar "><img class="avatar__img" src="https://storage.distribute.so/media/main/94fe8090-efe8-45a9-a49d-1c37c2b72881/dfb6fef4-c3ba-4885-9f55-d1216086292e.png" alt="User profile avatar"></span><div class="contact-card__basic-info"><span class="contact-card__name">Andy</span><span class="contact-card__company-info">Executive Sponsor • Distribute</span></div></div><div class="contact-card__contact-list"></div></div></div><div company="Distribute" description="Greetings {recipient&apos;s name} 👋,

I&apos;m excited to begin our adventure for {project} here. This collaborative platform will act as our main headquarters, containing all the details related to our project for {company name}.

Best,
Andy" isDescriptionBlockVisible isPhotoBlockVisible jobTitle="Project Lead" name="Sally" photoUrl="https://storage.distribute.so/media/main/94fe8090-efe8-45a9-a49d-1c37c2b72881/dfb6fef4-c3ba-4885-9f55-d1216086292e.png" serializedContacts="[]" class="contact-card" data-type="contactCard"><div class="contact-card__description "><p class="contact-card__description-text">Greetings {recipient&apos;s name} 👋,

I&apos;m excited to begin our adventure for {project} here. This collaborative platform will act as our main headquarters, containing all the details related to our project for {company name}.

Best,
Andy</p></div><div class="contact-card__content"><div class="contact-card__personal-info"><span class="avatar avatar--src contact-card__avatar "><img class="avatar__img" src="https://storage.distribute.so/media/main/94fe8090-efe8-45a9-a49d-1c37c2b72881/dfb6fef4-c3ba-4885-9f55-d1216086292e.png" alt="User profile avatar"></span><div class="contact-card__basic-info"><span class="contact-card__name">Sally</span><span class="contact-card__company-info">Project Lead • Distribute</span></div></div><div class="contact-card__contact-list"></div></div></div><div company="Distribute" description="Greetings {recipient&apos;s name} 👋,

I&apos;m excited to begin our adventure for {project} here. This collaborative platform will act as our main headquarters, containing all the details related to our project for {company name}.

Best,
Andy" isDescriptionBlockVisible isPhotoBlockVisible jobTitle="Technical Lead" name="Lucy" photoUrl="https://storage.distribute.so/media/main/94fe8090-efe8-45a9-a49d-1c37c2b72881/dfb6fef4-c3ba-4885-9f55-d1216086292e.png" serializedContacts="[]" class="contact-card" data-type="contactCard"><div class="contact-card__description "><p class="contact-card__description-text">Greetings {recipient&apos;s name} 👋,

I&apos;m excited to begin our adventure for {project} here. This collaborative platform will act as our main headquarters, containing all the details related to our project for {company name}.

Best,
Andy</p></div><div class="contact-card__content"><div class="contact-card__personal-info"><span class="avatar avatar--src contact-card__avatar "><img class="avatar__img" src="https://storage.distribute.so/media/main/94fe8090-efe8-45a9-a49d-1c37c2b72881/dfb6fef4-c3ba-4885-9f55-d1216086292e.png" alt="User profile avatar"></span><div class="contact-card__basic-info"><span class="contact-card__name">Lucy</span><span class="contact-card__company-info">Technical Lead • Distribute</span></div></div><div class="contact-card__contact-list"></div></div></div><p></p><p><strong>[Vendor] Team</strong></p><div company="Distribute" description="Greetings {recipient&apos;s name} 👋,

I&apos;m excited to begin our adventure for {project} here. This collaborative platform will act as our main headquarters, containing all the details related to our project for {company name}.

Best,
Andy" isDescriptionBlockVisible isPhotoBlockVisible jobTitle="Account Executive" name="John" photoUrl="" serializedContacts="[]" class="contact-card" data-type="contactCard"><div class="contact-card__description "><p class="contact-card__description-text">Greetings {recipient&apos;s name} 👋,

I&apos;m excited to begin our adventure for {project} here. This collaborative platform will act as our main headquarters, containing all the details related to our project for {company name}.

Best,
Andy</p></div><div class="contact-card__content"><div class="contact-card__personal-info"><span class="avatar  contact-card__avatar "><span class="avatar__initials">J</span></span><div class="contact-card__basic-info"><span class="contact-card__name">John</span><span class="contact-card__company-info">Account Executive • Distribute</span></div></div><div class="contact-card__contact-list"></div></div></div><div company="Distribute" description="Greetings {recipient&apos;s name} 👋,

I&apos;m excited to begin our adventure for {project} here. This collaborative platform will act as our main headquarters, containing all the details related to our project for {company name}.

Best,
Andy" isDescriptionBlockVisible isPhotoBlockVisible jobTitle="Solution Engineer" name="Lauren" photoUrl="" serializedContacts="[]" class="contact-card" data-type="contactCard"><div class="contact-card__description "><p class="contact-card__description-text">Greetings {recipient&apos;s name} 👋,

I&apos;m excited to begin our adventure for {project} here. This collaborative platform will act as our main headquarters, containing all the details related to our project for {company name}.

Best,
Andy</p></div><div class="contact-card__content"><div class="contact-card__personal-info"><span class="avatar  contact-card__avatar "><span class="avatar__initials">L</span></span><div class="contact-card__basic-info"><span class="contact-card__name">Lauren</span><span class="contact-card__company-info">Solution Engineer • Distribute</span></div></div><div class="contact-card__contact-list"></div></div></div><div company="Distribute" description="Greetings {recipient&apos;s name} 👋,

I&apos;m excited to begin our adventure for {project} here. This collaborative platform will act as our main headquarters, containing all the details related to our project for {company name}.

Best,
Andy" isDescriptionBlockVisible isPhotoBlockVisible jobTitle="Implementation Lead" name="Annie" photoUrl="" serializedContacts="[]" class="contact-card" data-type="contactCard"><div class="contact-card__description "><p class="contact-card__description-text">Greetings {recipient&apos;s name} 👋,

I&apos;m excited to begin our adventure for {project} here. This collaborative platform will act as our main headquarters, containing all the details related to our project for {company name}.

Best,
Andy</p></div><div class="contact-card__content"><div class="contact-card__personal-info"><span class="avatar  contact-card__avatar "><span class="avatar__initials">A</span></span><div class="contact-card__basic-info"><span class="contact-card__name">Annie</span><span class="contact-card__company-info">Implementation Lead • Distribute</span></div></div><div class="contact-card__contact-list"></div></div></div><hr><h2>Project Goals</h2><h3>Business Objectives</h3><div class="custom-table-wrapper"><table class="custom-table"><tbody><tr><th colspan="1" rowspan="1"><p>Primary Goal:</p></th><th colspan="1" rowspan="1"><p>[Description]</p></th></tr><tr><td colspan="1" rowspan="1"><p>Current State:</p></td><td colspan="1" rowspan="1"><p>[Metric]</p></td></tr><tr><td colspan="1" rowspan="1"><p>Target State:</p></td><td colspan="1" rowspan="1"><p>[Metric]</p></td></tr><tr><td colspan="1" rowspan="1"><p>Timeline:</p></td><td colspan="1" rowspan="1"><p>[Duration]</p></td></tr></tbody></table></div><div class="custom-table-wrapper"><table class="custom-table"><tbody><tr><th colspan="1" rowspan="1"><p>Secondary Goal:</p></th><th colspan="1" rowspan="1"><p>[Description]</p></th></tr><tr><td colspan="1" rowspan="1"><p>Current State:</p></td><td colspan="1" rowspan="1"><p>[Metric]</p></td></tr><tr><td colspan="1" rowspan="1"><p>Target State:</p></td><td colspan="1" rowspan="1"><p>[Metric]</p></td></tr><tr><td colspan="1" rowspan="1"><p>Timeline:</p></td><td colspan="1" rowspan="1"><p>[Duration]</p></td></tr></tbody></table></div><h2>Success Criteria</h2><div data-type="timeline" class="timeline"><div class="timeline-item" data-date=""><div class="timeline-item__icon-wrapper timeline-item__icon-wrapper--progress"><span class="timeline-item__icon">➡️</span></div><div class="timeline-item__content-wrapper"><div class="timeline-item__content"><h4>Business Metrics</h4><p></p></div></div></div><div class="timeline-item" data-date=""><div class="timeline-item__icon-wrapper timeline-item__icon-wrapper--progress"><span class="timeline-item__icon">➡️</span></div><div class="timeline-item__content-wrapper"><div class="timeline-item__content"><h4>Technical Requirements</h4><p></p></div></div></div><div class="timeline-item" data-date=""><div class="timeline-item__icon-wrapper timeline-item__icon-wrapper--progress"><span class="timeline-item__icon">➡️</span></div><div class="timeline-item__content-wrapper"><div class="timeline-item__content"><h4>Implementation Timeline</h4><p></p></div></div></div><div class="timeline-item" data-date=""><div class="timeline-item__icon-wrapper timeline-item__icon-wrapper--progress"><span class="timeline-item__icon">➡️</span></div><div class="timeline-item__content-wrapper"><div class="timeline-item__content"><h4>ROI Targets</h4><p></p></div></div></div></div><p></p>

Project Overview & Goals

<h2>Solution Assessment</h2><h3>Business Value</h3><ul class="todo-list" data-type="todoList"><li data-type="todoListItem" class="todo-item"><label class="todo-icon__label"><div class="todo-item__icon--unchecked todo-item__icon" style=""><img src="https://storage.googleapis.com/distribute-production-storage/general/check.svg"></div></label><div class=""><p>Revenue Impact</p></div></li><li data-type="todoListItem" class="todo-item"><label class="todo-icon__label"><div class="todo-item__icon--unchecked todo-item__icon" style=""><img src="https://storage.googleapis.com/distribute-production-storage/general/check.svg"></div></label><div class=""><p>Cost Saving</p></div></li><li data-type="todoListItem" class="todo-item"><label class="todo-icon__label"><div class="todo-item__icon--unchecked todo-item__icon" style=""><img src="https://storage.googleapis.com/distribute-production-storage/general/check.svg"></div></label><div class=""><p>Efficiency Gain</p></div></li><li data-type="todoListItem" class="todo-item"><label class="todo-icon__label"><div class="todo-item__icon--unchecked todo-item__icon" style=""><img src="https://storage.googleapis.com/distribute-production-storage/general/check.svg"></div></label><div class=""><p>Strategic Benefits</p></div></li></ul><h3>Technical Fit</h3><ul class="todo-list" data-type="todoList"><li data-type="todoListItem" class="todo-item"><label class="todo-icon__label"><div class="todo-item__icon--unchecked todo-item__icon" style=""><img src="https://storage.googleapis.com/distribute-production-storage/general/check.svg"></div></label><div class=""><p>System Requirement</p></div></li><li data-type="todoListItem" class="todo-item"><label class="todo-icon__label"><div class="todo-item__icon--unchecked todo-item__icon" style=""><img src="https://storage.googleapis.com/distribute-production-storage/general/check.svg"></div></label><div class=""><p>Integration Need</p></div></li><li data-type="todoListItem" class="todo-item"><label class="todo-icon__label"><div class="todo-item__icon--unchecked todo-item__icon" style=""><img src="https://storage.googleapis.com/distribute-production-storage/general/check.svg"></div></label><div class=""><p>Security Standard</p></div></li><li data-type="todoListItem" class="todo-item"><label class="todo-icon__label"><div class="todo-item__icon--unchecked todo-item__icon" style=""><img src="https://storage.googleapis.com/distribute-production-storage/general/check.svg"></div></label><div class=""><p>Performance Metrics</p></div></li></ul><p></p><hr><h2>Department Benefits</h2><h3>Operations Team</h3><ul class="todo-list" data-type="todoList"><li data-type="todoListItem" class="todo-item"><label class="todo-icon__label"><div class="todo-item__icon--unchecked todo-item__icon" style=""><img src="https://storage.googleapis.com/distribute-production-storage/general/check.svg"></div></label><div class=""><p>Workflow Improvement</p></div></li><li data-type="todoListItem" class="todo-item"><label class="todo-icon__label"><div class="todo-item__icon--unchecked todo-item__icon" style=""><img src="https://storage.googleapis.com/distribute-production-storage/general/check.svg"></div></label><div class=""><p>Time Saving</p></div></li><li data-type="todoListItem" class="todo-item"><label class="todo-icon__label"><div class="todo-item__icon--unchecked todo-item__icon" style=""><img src="https://storage.googleapis.com/distribute-production-storage/general/check.svg"></div></label><div class=""><p>Quality Metric</p></div></li><li data-type="todoListItem" class="todo-item"><label class="todo-icon__label"><div class="todo-item__icon--unchecked todo-item__icon" style=""><img src="https://storage.googleapis.com/distribute-production-storage/general/check.svg"></div></label><div class=""><p>Resource Optimization</p></div></li></ul><h3>End Users</h3><ul class="todo-list" data-type="todoList"><li data-type="todoListItem" class="todo-item"><label class="todo-icon__label"><div class="todo-item__icon--unchecked todo-item__icon" style=""><img src="https://storage.googleapis.com/distribute-production-storage/general/check.svg"></div></label><div class=""><p>Productivity Gain</p></div></li><li data-type="todoListItem" class="todo-item"><label class="todo-icon__label"><div class="todo-item__icon--unchecked todo-item__icon" style=""><img src="https://storage.googleapis.com/distribute-production-storage/general/check.svg"></div></label><div class=""><p>Process Improvement</p></div></li><li data-type="todoListItem" class="todo-item"><label class="todo-icon__label"><div class="todo-item__icon--unchecked todo-item__icon" style=""><img src="https://storage.googleapis.com/distribute-production-storage/general/check.svg"></div></label><div class=""><p>Training Need</p></div></li><li data-type="todoListItem" class="todo-item"><label class="todo-icon__label"><div class="todo-item__icon--unchecked todo-item__icon" style=""><img src="https://storage.googleapis.com/distribute-production-storage/general/check.svg"></div></label><div class=""><p>Support Model</p></div></li></ul>

Evaluation Framework

<h2>Evaluation Process</h2><div data-type="timeline" class="timeline"><div class="timeline-item" data-date=""><div class="timeline-item__icon-wrapper timeline-item__icon-wrapper--progress"><span class="timeline-item__icon">➡️</span></div><div class="timeline-item__content-wrapper"><div class="timeline-item__content"><h4>Week 1-2: Discovery</h4><p>Business Requirements Review<br>Technical Assessment<br>User Feedback Sessions<br>Initial Value Analysis</p></div></div></div><div class="timeline-item" data-date=""><div class="timeline-item__icon-wrapper timeline-item__icon-wrapper--progress"><span class="timeline-item__icon">➡️</span></div><div class="timeline-item__content-wrapper"><div class="timeline-item__content"><h4>Week 3-4: Solution Validation</h4><p>Technical Deep Dive <br>Security Review <br>Integration Planning <br>ROI Development</p></div></div></div><div class="timeline-item" data-date=""><div class="timeline-item__icon-wrapper timeline-item__icon-wrapper--progress"><span class="timeline-item__icon">➡️</span></div><div class="timeline-item__content-wrapper"><div class="timeline-item__content"><h4>Week 5-6: Decision Phase</h4><p>Final Presentations <br>Stakeholder Reviews <br>Contract Discussion <br>Implementation Planning</p></div></div></div></div><h3></h3><hr><h2>Key Milestones</h2><p>[WIDGET: Task List]</p><div class="tasklist-content"><div class="custom-tasklist"><div class="custom-tasklist__heading-wrapper"><div class="custom-tasklist__title-wrapper"><button class="custom-tasklist__toggle-btn"><img src=https://storage.googleapis.com/distribute-production-storage/general/toggle-icon.svg class="custom-tasklist__toggle custom-tasklist__toggle--rotated"/></button><p class="custom-tasklist__title">Business Review</p></div><span class="custom-tasklist__completed">0/0 completed</span></div><hr class="custom-tasklist__hr " /><div class="custom-tasklist__content "></div></div></div><div class="tasklist-content"><div class="custom-tasklist"><div class="custom-tasklist__heading-wrapper"><div class="custom-tasklist__title-wrapper"><button class="custom-tasklist__toggle-btn"><img src=https://storage.googleapis.com/distribute-production-storage/general/toggle-icon.svg class="custom-tasklist__toggle custom-tasklist__toggle--rotated"/></button><p class="custom-tasklist__title">Technical Validation</p></div><span class="custom-tasklist__completed">0/0 completed</span></div><hr class="custom-tasklist__hr " /><div class="custom-tasklist__content "></div></div></div><div class="tasklist-content"><div class="custom-tasklist"><div class="custom-tasklist__heading-wrapper"><div class="custom-tasklist__title-wrapper"><button class="custom-tasklist__toggle-btn"><img src=https://storage.googleapis.com/distribute-production-storage/general/toggle-icon.svg class="custom-tasklist__toggle custom-tasklist__toggle--rotated"/></button><p class="custom-tasklist__title">Implementation Planning</p></div><span class="custom-tasklist__completed">0/0 completed</span></div><hr class="custom-tasklist__hr " /><div class="custom-tasklist__content "></div></div></div><h3></h3>

Decision Timeline

Multi-threading Playbook

Andy's Workspace

[TEMPLATES] templates.distribute.so

Multi-threading Playbook

How To Use This Template

STEP 1: Click "Use as Template" to copy into your own Distribute Workspace

STEP 2: Make edits

STEP 3: Share with customers, see what they view, and get an email when it's viewed!

Enjoy :)