Customize the plan

Once your Plan has been created, you'll return to the deal page, where you can customize the plan to fit your customer's specific needs.

To edit the Plan, click on the Plan tab of the deal page:

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Organize with Phases

We recommend that you organize your Plan into structured phases. Phases provide structure to an evaluation and clarify the status of the project.

Common phases include:

• Prerequisites: Tasks like signing NDAs or provisioning accounts to ensure readiness.

• Execution: Key activities such as workshops, feature demonstrations, or testing.

• Outcomes: Deliverables and success criteria that finalize the Plan.

You can add, rename, or remove Phases to fit your specific process.

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Success Criteria

For each phase, add measurable Success Criteria from the Criteria Library or create new ones. Success Criteria generally map to the features or outcomes the customer is evaluating, such as:

• "Integration with GitHub pipelines"

• "SOC 2 Compliance"

• "Real-time dashboard performance"

If you prefer, you can also import criteria from a spreadsheet:

1. Click New item

2. Then, Import Criteria from spreadsheet

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Other items

You can also customize the evaluation Plan by adding:

• Meetings: Schedule key interactions like kickoff calls, workshops, or progress check-ins.

• Tasks: Assign work items to your team, such as provisioning access or preparing materials.

• Sections: Use sub-groups to organize related tasks or criteria within a phase.

With your Plan created and customized, there is one last step before sharing the Plan with the buyer.

Click Next to learn how to Enable data ingestion from Slack.