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Implementation Plan Template

Guide your customers through complex software and project implementations with trust and transparency.

About this template

Maintaining strong customer relationships is delivered through a strong implementation strategy. When implementing a new product, it’s important to keep all stakeholders aligned and informed of the milestones. This Qwilr template makes implementation planning delightful and interactive. Sales and customer success teams can create one implementation plan that’s always up to date and accessible through a single link. Gone are the days where you have multiple versions strewn across many emails. Move your team into a modern selling approach with Qwilr’s interactive templates, built for the web.

How to use this template

  • Customer success managers and account managers can share an implementation plan and schedule through a single link
  • Use it for software implementations of consulting project implementations
  • Use the plan to get buy-in from stakeholders and create transparency and trust throughout the change management process
  • Highlight key metrics, risks, and dependencies in one place
  • Embed slides, Loom videos, live data and more
  • Keep the summary and discussion points in one place and always up to date
  • Connect with common CRMs (Salesforce and Hubspot) to generate a personalized implementation automatically for every customer
  • Reduce the time it takes to put implementation plans together and free up your CSMs and account managers to focus on the experience they deliver for customers
  • Communicate the key point of contact and how customers can reach you

What's in this template?

  • Overview & introduction
  • Phase one of implementation
  • Objectives
  • Phase two of implementation
  • Training material links
  • Getting started resource links
  • Investment $$
  • ROI calculator
  • Terms and conditions
  • Testimonials
  • About the company

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