Pre-Release (Pre-Sales Pitch & Contract Templates)

amanda_myton

• Pre-Sales
• Americas
• EMEA
• APAC

 

Pre-Sales

This purpose of this page is to provide all information and materials relating to Customer Success Pre Sale Activities.

Document/Template	Notes
Pre-Sales Hand Off	The following meeting template is designed to help facilitate a hand-off from Pre Sales to Customer Success. Before the start of the project, schedule a meeting the appropriate individuals and follow the suggested agenda.
Customer Success Pitch Deck	This file should be used to pitch our Customer Success offerings in collaboration with our Partners.
Customer Success Overview	The mini pitch deck perfect for anytime you're engaging with a customer to tell them about your Business Partner role in Customer Success.
Advisory Services	This deck walks through options about how you can use advisory services throughout the implementation and the value they bring.
The Scoping Process	A .ppt deck to guide you in scoping each client project so that we reduce risk through more accurate proposals and meet our client expectations. This includes: timing, resources, and overall complexity.
Guide to Completing a Rough Cut	This deck will guide you through considerations for the Rough Cut.
Rough-Cut Template	This deck should be used to communicate the Rough-Cut Proposal.  This is not a contract, but a high-level proposal which requires more scoping to create an SOW/OS.
FY21 Services DOA	This deck explains the Delegation of Authority (DOA) for SOW/OS approvals, as well as FAQ's.
How To Guide: SOW Pricing Calculator	This will link you to the How To Guide for the SOW Pricing Calculator in the CS Model. To access the model, click here.

 

Contract Templates

Contracts and other Customer facing contracts and documents including T&E policy, Change Orders, and Purchase order Exception form.

Americas

Type of Beneficiaries	Type of Service
All	Customer Facing Travel & Expense Policy Change Orders: For Customer and Partner Change Orders, please use Ironclad Purchase Order Exception - Please use either the Purchase Order Exception Form or the Purchase Order Exception Email template as appropriate for your customer.   --- Purchase Order Exception Form   --- Purchase Order Exception Email  [Mac Version] [Windows Version] (Note: Please use the email template in the event the PO Exempt box on the SOW missed getting checked, as a way to accommodate the ease of the customer transaction when your customer experiences pushback and delay to go back and fill out the SOW checkbox.)
Prospects	Please use Ironclad
Clients	Please use Ironclad
Partners	(Prof. Services) Anaplan Prime - Please use Ironclad (Prof. Services) Partner Prime - Advisory Services OS Partner MSA for Anaplan subbing to Partner (standard MSA already in place, most common need) - Partner add-on MSA Partner bi-lateral MSA for Anaplan subbing to Partner (no MSA in place yet, rarely applicable) - Partner bi-lateral MSA

EMEA

Type of Beneficiaries	Type of Service
All	Customer Facing Travel & Expense Policy Change Orders: For Customer and Partner Change Orders, please use Ironclad Purchase Order Exception - Please use either the Purchase Order Exception Form or the Purchase Order Exception Email template as appropriate for your customer.   --- Purchase Order Exception Form   --- Purchase Order Exception Email  [Mac Version] [Windows Version] (Note: Please use the email template in the event the PO Exempt box on the SOW missed getting checked, as a way to accommodate the ease of the customer transaction when your customer experiences pushback and delay to go back and fill out the SOW checkbox.)
Prospects	Please use Ironclad
Clients	Please use ironclad
Prospect Partners	(Prof. Services) Anaplan Prime - Please use Ironclad (Prof. Services) Partner Prime - Checkpoint Services
Partners	TAW Training - TAW Training OS (Prof. Services) Anaplan Prime - Please use Ironclad (Prof. Services) Partner Prime - Checkpoint OS Partner MSA for Anaplan subbing to Partner (standard MSA already in place, most common need) - Partner add-on MSA Partner bi-lateral MSA for Anaplan subbing to Partner (no MSA in place yet, rarely applicable) - Partner bi-lateral MSA

APAC

Type of Beneficiaries	Type of Service
All	Customer Facing Travel & Expense Policy Change Orders: For Customer and Partner Change Orders, please use Ironclad Purchase Order Exception - Please use either the Purchase Order Exception Form or the Purchase Order Exception Email template as appropriate for your customer.   --- Purchase Order Exception Form   --- Purchase Order Exception Email  [Mac Version] [Windows Version] (Note: Please use the email template in the event the PO Exempt box on the SOW missed getting checked, as a way to accommodate the ease of the customer transaction when your customer experiences pushback and delay to go back and fill out the SOW checkbox.)
Prospect	Please use Ironclad
Clients	Please use Ironclad
Partners	(Prof. Services) Anaplan Prime - Please use Ironclad (Prof. Services) Partner Prime - Advisory Services OS Partner MSA for Anaplan subbing to Partner (standard MSA already in place, most common need) - Partner add-on MSA Partner bi-lateral MSA for Anaplan subbing to Partner (no MSA in place yet, rarely applicable) - Partner bi-lateral MSA

 

jetkin

Hi,

 

Can slide #4 of the "Customer Success Pitch Deck" be updated with the latest number of customers? There may be other files that are not current, but that's the one I need / was looking at.

 

Thanks!

JE