Templates

Client Master Map Mind Map

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1. Sales Map 
 
    1.1. Account Manager
 
    1.2. Reference Number
 
    1.3. Contact
 
        1.3.1. Project Lead
 
        1.3.2. IT Contact
 
    1.4. Type
 
        1.4.1. New Business
 
        1.4.2. Repeat Business
 
    1.5. Product Details
 
        1.5.1. Edition
 
        1.5.2. Licences
 
    1.6. Sector
 
        1.6.1. Primary
 
        1.6.2. Secondary
 
    1.7. Principal Product & Modules using/ will use
 
    1.8. Project Drivers/ Objectives
 
    1.9. Services Sold
 
        1.9.1. Strategic Review
 
        1.9.2. System Configuration
 
        1.9.3. Training
 
    1.10. Additional Project Documentation
 
2. Account Management
 
    2.1. Project Points to note
 
3. Professional Services
 
    3.1. Installation
 
    3.2. Migration
 
    3.3. Customisation
 
    3.4. Training 
 
4. Trainer Feedback 
 
5. Next Action