Next account program with Northwind Demand

The program worked. Now decide what runs next.

Sales accepted 18 account briefs this quarter and named one gap: regional follow up. Three things are waiting on Atlas before the decision.

2 of 7 steps done

Waiting on Atlas

Qualify the 4 returned accountsKira Shah. Manufacturer, software vendor, city government and telecom operator have stale or thin sources.
Due Sep 30Open the form
Send the regional sales owner listRosa Delgado's team. The pilot scope review on Oct 14 needs a named owner per region.
Due Oct 9Upload the list
Book the finance reviewMarcus Hale. Fee, billing schedule and the pilot as a separate line.
By Oct 7See the path

Live from the Dashboards app, data through Sep 21Open the full report

Inconsistent regional follow up. The recommended option pays for a pilot that measures exactly that.

Live from the Dashboards appOpen the full report

Recommended option

Keep the account program, add a technical reviewer track and a paid regional follow up pilot.

$118,500

Ben shared the proposalThree options with fees. Recommended: two tracks and the follow up pilot.Sep 24
Ben published the Q3 renewal review18 briefs accepted by sales. Influence kept qualified.Sep 21
Kira approved pilot scopingRegional follow up, measured on owner and disposition completeness.Sep 21
Kira assigned 7 open leadsRegional owners, required dates Sep 22 to Sep 25.Sep 16
Talia routed webinar follow ups12 requests, 5 product questions to named experts.Sep 10

Program director at Northwind Demand. Scope, fees and anything commercial. Replies within one business day.