Decision

Every step, owner and date from the renewal review to kickoff, agreed by both teams. Either side can propose a change.

2 of 7 steps done

Path to kickoff

Marked steps are Atlas's

Sep 21
Q3 renewal review sharedBen Ortiz, Northwind
Done
Sep 24
Proposal, account plan and program plan sharedBen Ortiz and Talia Green, Northwind
Done
Today, Sep 25
Sep 30
Qualify the 4 returned accountsKira Shah, Atlas
Waiting on you
Oct 1
Disposition review for the 7 assigned recordsBen Ortiz with Atlas regional sales owners
Planned
Oct 7
Finance review of the fee and billingMarcus Hale, Atlas
Planned
Oct 14
Pilot scope reviewBen Ortiz, Kira Shah and Rosa Delgado
Planned
Oct 16
Decision on the optionKira Shah, Rosa Delgado and Marcus Hale, Atlas
Planned
Oct 23
Sign the renewalBoth teams
Not started
Nov 2
Next program kickoffBoth teams
Not started

The tasks behind each step, one owner each. Both teams update the same list.

Live from the Dashboards appOpen the full report

Kira Shah, Demand Generation DirectorChooses the option and signs for AtlasDecides Oct 16
Rosa Delgado, VP SalesCommits regional owners and disposition dates for the pilotOct 14 review
Marcus Hale, Finance DirectorApproves the fee and the monthly billing scheduleBy Oct 7