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Account Plan
Enterprise

Account Plan

Use this template to be highly effective in ensuring all key initiatives are on track for long-term success and ongoing expansion within extremely high-value accounts.

Account Plan
Enterprise

Account Plan

Use this template to be highly effective in ensuring all key initiatives are on track for long-term success and ongoing expansion within extremely high-value accounts.

Mutual Action Plan
Sales

Mutual Action Plan

Use this template to keep your prospects engaged by consolidating your entire deal in one organized place. Also, known as MAPs, Joint Engagement Plans (JEPs), Go-Live Plans, and more.

Mutual Action Plan
Sales

Mutual Action Plan

Use this template to keep your prospects engaged by consolidating your entire deal in one organized place. Also, known as MAPs, Joint Engagement Plans (JEPs), Go-Live Plans, and more.

Digital Sales Room
Sales

Digital Sales Room

Use this template to reduce the friction of B2B buying for your buyers.

Digital Sales Room
Sales

Digital Sales Room

Use this template to reduce the friction of B2B buying for your buyers.

Customer Onboarding and Implementation Plan
Customer Success

Customer Onboarding and Implementation Plan

Create a delightful experience with your new customer and clients, ensure alignment of goals and objectives, and a repeatable process.

Customer Onboarding and Implementation Plan
Customer Success

Customer Onboarding and Implementation Plan

Create a delightful experience with your new customer and clients, ensure alignment of goals and objectives, and a repeatable process.

Sales Handoff
Customer Success

Sales Handoff

Your buyer is now your new customer. Provide a seamless handoff experience for your new customer through this template.

Sales Handoff
Customer Success

Sales Handoff

Your buyer is now your new customer. Provide a seamless handoff experience for your new customer through this template.

Pilot Plan
Proof of Concept

Pilot Plan

Use this template to create Mutual Action Plans with your buyers for navigating through a pilot to match your product’s value to your customer’s needs.

Pilot Plan
Proof of Concept

Pilot Plan

Use this template to create Mutual Action Plans with your buyers for navigating through a pilot to match your product’s value to your customer’s needs.

Proof of Concept
Proof of Concept

Proof of Concept

Use this template to create Mutual Action Plans with your buyers for navigating through a Proof of Concept to match your product’s value to your customer’s needs.

Proof of Concept
Proof of Concept

Proof of Concept

Use this template to create Mutual Action Plans with your buyers for navigating through a Proof of Concept to match your product’s value to your customer’s needs.

Enforcing MEDDICC Sales
Methodology

Enforcing MEDDICC Sales

Use this template to create Mutual Action Plans with your buyers, and ensure MEDDICC (or MEDDIC) framework is used on every single deal.

Enforcing MEDDICC Sales
Methodology

Enforcing MEDDICC Sales

Use this template to create Mutual Action Plans with your buyers, and ensure MEDDICC (or MEDDIC) framework is used on every single deal.

Enforcing the SPICED™️ Framework (curated by Winning by Design)
Methodology

Enforcing the SPICED™️ Framework (curated by Winning by Design)

Use this template to create Mutual Action Plans with your buyers, and ensure Winning by Design's SPICED™️ framework is used on every single deal.

Enforcing the SPICED™️ Framework (curated by Winning by Design)
Methodology

Enforcing the SPICED™️ Framework (curated by Winning by Design)

Use this template to create Mutual Action Plans with your buyers, and ensure Winning by Design's SPICED™️ framework is used on every single deal.

Enforcing the ValueSelling Framework®️
Methodology

Enforcing the ValueSelling Framework®️

Use this template to create Mutual Action Plans with your buyers, and ensure the ValueSelling Framework®️ is used on every single deal.

Enforcing the ValueSelling Framework®️
Methodology

Enforcing the ValueSelling Framework®️

Use this template to create Mutual Action Plans with your buyers, and ensure the ValueSelling Framework®️ is used on every single deal.

Enforcing Force Management's Command of the Message®️
Methodology

Enforcing Force Management's Command of the Message®️

Benefit from this template to create Mutual Action Plans with your buyers, and repeatedly sell on value with Force Management's Command of the Message®️.

Enforcing Force Management's Command of the Message®️
Methodology

Enforcing Force Management's Command of the Message®️

Benefit from this template to create Mutual Action Plans with your buyers, and repeatedly sell on value with Force Management's Command of the Message®️.

Enforcing Challenger Sales
Methodology

Enforcing Challenger Sales

Use this template to create Mutual Action Plans with your buyers, and ensure Challenger Sales methodology is used on every single deal.

Enforcing Challenger Sales
Methodology

Enforcing Challenger Sales

Use this template to create Mutual Action Plans with your buyers, and ensure Challenger Sales methodology is used on every single deal.

MEDDICC Deal Management by David Weiss
Methodology

MEDDICC Deal Management by David Weiss

Use this template to create Mutual Action Plans with your buyers, and ensure MEDDICC framework is used on every single deal.

MEDDICC Deal Management by David Weiss
Methodology

MEDDICC Deal Management by David Weiss

Use this template to create Mutual Action Plans with your buyers, and ensure MEDDICC framework is used on every single deal.

Digital Marketing Proposal
Agency

Digital Marketing Proposal

Use this template to create a simplified plan that organizes all scope of work, deliverables, and communication into one place.

Digital Marketing Proposal
Agency

Digital Marketing Proposal

Use this template to create a simplified plan that organizes all scope of work, deliverables, and communication into one place.

Request a Template

Request a Template

We'd love to hear from you. If there's a template you need that isn't in our library, request it!

Request a Template

Request a Template

We'd love to hear from you. If there's a template you need that isn't in our library, request it!

Featured

Salesforce

Bi-directionally sync and update Salesforce fields, contacts, next steps, and activity. Embed Recapped inside Salesforce and generate custom reports

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HubSpot

Bi-directionally sync and update HubSpot fields, contacts, next steps, and activity for increased visibility

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Clari

Sync Recapped's buyer engagement and deal execution with Clari for more accurate forecasting

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Gong

Integrate Gong's call recordings and call transcripts within Recapped

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Slack

Push Recapped activity like comments, client engagement, views, and reminders into your Slack channels

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Zapier

Integrate with thousands of apps for workflow automation across tools like Gmail, Dropbox, Calendly, LinkedIn, and more

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Zoom

Search, add, and manage your Zoom call recordings and meetings without ever leaving your Recapped workspaces

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Airtable

Sync Recapped workspace data with Airtable for extended integration capabilities

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Asana

Manage tasks and projects from Asana directly within Recapped workspaces

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Basin

Embed Basin forms in Recapped for streamlined data collection and management

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Box

Access and manage Box content directly within Recapped workspaces

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CRM

Synchronize Recapped data with popular CRM systems for streamlined workflows

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CRM Embed

Display Recapped workspace details within CRM records for unified deal management

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Calendly

Embed your calendar link for easy scheduling directly from Recapped workspaces

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Chili Piper

Integrate Chili Piper's scheduling tools seamlessly with Recapped workflows

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Dropbox

Access and share Dropbox files directly within Recapped workspaces

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Figma

Embed Figma design files in Recapped workspaces for collaborative feedback

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Google Data Studio

Connect Recapped data with Google Data Studio for advanced analytics and reporting

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Google Docs

View and edit Google Docs directly within the Recapped platform

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Google Drive

Access and manage Google Drive content seamlessly in Recapped workspaces

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Google Forms

Embed Google Forms into Recapped sales collateral for easy data collection

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Google Sheets

Sync Recapped workspace data with Google Sheets for extended analysis

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Google Slides

Embed and edit Google Slides presentations directly inside your workspaces

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Highspot

Incorporate Highspot's AI-powered sales enablement platform for intelligent content management in Recapped

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HubSpot Forms

Embed HubSpot forms in Recapped workspaces for streamlined lead capture

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LucidChart

Embed HubSpot forms in Recapped workspaces for streamlined lead capture

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Microsoft Office

Edit and collaborate on Microsoft Office documents within Recapped

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Microsoft OneDrive

Access and manage OneDrive files seamlessly in Recapped workspaces

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Miro

Embed Miro boards in Recapped for real-time visual collaboration

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Monday

Sync Recapped data with Monday.com for enhanced project management

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Navattic

Integrate Navattic's interactive product tours within Recapped workspaces

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Outreach

Integrate Outreach's sales engagement platform to streamline communication workflows within Recapped

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PandaDoc

Create and track proposals directly from Recapped workspaces

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Pitch

Embed Pitch sales presentations inside workspaces without toggling between platforms

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Salesforce Embed

View and edit Recapped workspace details directly within Salesforce records

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Salesloft

Push Recapped workspace and buyer engagement data directly into Salesloft's sales engagement tools

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Seismic

Embed Seismic's sales and marketing enablement tools for personalized content delivery in Recapped workspaces

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SharePoint

Access and manage SharePoint files and content within Recapped

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Showpad

Integrate Showpad's sales enablement platform for centralized content management and analytics within Recapped

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Spotify

Embed Spotify playlists, podcasts, and media directly inside Recapped workspaces

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Typeform

Embed Typeform surveys and forms directly in Recapped materials

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Wistia

Embed and track Wistia video content directly in Recapped workspaces

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And a lot more

These are only some of our integrations, book a demo to find out more

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