Business Operations Planning

Anticipate new customers, plan next steps, and communicate across the organization

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Guillaume Laporte
Former CEO & Co-Founder

🔥 Hot Deals

What opportunities are on the table?

🤝 Existing client tasks

Provide updates on outstanding tasks with existing clients.

  • Task #1
  • Task #2
  • Task #3

🤑 Sales Enablement & Scoping

How should we prioritize and scope out next projects?

How to use this template

Anticipating new customers is a tricky challenge for any fast-growing startup. At Mindsay, Guillaume Laporte unlocked a method for not only anticipating opportunities, but also identifying next steps and communicating them across the rest of the organization.

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