Planners and operators

Turn the plan into tracked work. Point sales at the right accounts.

For COOs, heads of strategy, sales leaders and chiefs of staff.

What you walk away with

Built from your own material. Ready to share.

Scored prospect list
CSVPDF
Leads
Account plan and QBR deck
PDFPowerPointCSV
Account Plan
Strategy report and deck
PDFExcelPowerPoint
Strategy
Execution roadmap
PDFPowerPointCSV
Transform

How the apps connect

On this path, each app hands its work to the next.

  1. Leads
  2. Company and contacts
    Pipeline
  3. Company, deals and activity
    Account Plan

How it works, step by step

Use case 1 · Leads → Pipeline → Account Plan

The sales manager

Who
A sales manager with too many leads.
The moment
“Nobody knows which leads to work first.”
  1. Leads

    Set the target profile (or reuse one from Strategy or GTM), then score the leads.

    Output: Scored list (CSV), summary (PDF)

  2. Pipeline

    Click Send to Pipeline. Each lead becomes a deal with its company and contacts.

    Output: A working pipeline

  3. Account Plan

    Click Make Account Plan. The company, deals and deal activity carry over.

    Output: Account plan (PDF), QBR deck (PowerPoint)

Result

The right leads first. A written plan for the accounts that matter.

Use case 2 · Strategy → Transform

From annual plan to tracked work

Who
A COO after the planning offsite.
The moment
“We made the plan. Nobody knows who owns what.”
  1. Strategy

    Build or refresh the plan from your material: risks, gaps, opportunities.

    Output: Strategy report (PDF), deck (PowerPoint)

  2. Transform

    Click Push. Workstreams become objectives and steps become opportunities. Assign owners and dates.

    Output: Roadmap deck (PowerPoint), opportunities (CSV)

Result

The whole plan on one board, ready to assign and track.

See it on your own work.