Home Invite QR code

Canva central board with everything we need

Thank you again for meeting with me earlier today, xyz.

Below is a recap of everything we covered:


You care about:

  • Streamlining your communication between teams & stakeholders
  • Shortening the sales cycle
  • Increase conversion rates post discovery call


Where we can help Canva

  • Collaborate with your buyers on mutual action plans, and share tactical next steps and onboarding while creating accountability. Assign buyers to tasks and track engagement by aligning them with due dates, track real-time MAP views, interactions, and completed steps. Leverage Mutual Success Plans to validate buyer intent early on and use this data to understand when deals will likely close.
  • Exceed your sales targets with a bird's eye view of your deals. Make informed forecasting decisions, spot buyer intent early on, and fine-tune your selling strategies to speed up the sales cycle with sales intelligence signals.
  • Sell to decision-makers when you’re not in the room, get your deal and proposal exposed to more stakeholders. Give decision-makers immediate context when they get involved, identify new stakeholders, and track everyone’s involvement. Help your champions sell and get sign-off internally


Mutual Action Plan

Have an introductory call

Share Board recapping conversation so far with xyz

Arrange a call with your wider team

Follow up post training session

Kick off call with CSM

A chance to introduce your CSM, get aligned around goals and start the QS process.

Sales/ Marketing assets

Provide us with your sales decks, marketing materials, brand guidelines so that we can assist in building your templates

Set up your Xoomboard integrations

Board creation