Templates?

Lance Golinghorst

I'm curious if anyone has some standard document templates for the following:

• Account Plan
• Opportunity Qualifier (MEDDICC)
• Meeting Planner

I'm building a team and have the opportunity to set the standard to build from. I'd rather edit good existing templates than create my own from scratch.

Thank you!

Lance

@Joe Huber

Joe Huber

@Lance Golinghorst This is great! I'll look into it and get back to you!

Joern Wozny

Hi Lance, I've build an Opportunity Self Assssment Tool based on the attached parameters and gradations. Perhaps this can be used as an idea.

Opportunity Self Assessment Parameters and Gradations.xlsx

Lance Golinghorst

Thanks, Joren! I'll check this out.