Project template
An enterprise deal plan that runs a complex sales cycle from discovery and a champion through security review, legal redlines, procurement, and a clean handoff to customer success.
Overview
An enterprise deal is a project with many stakeholders and gates. A plan keeps discovery, the solution design, the commercial proposal, security review, and legal in the right order so the deal keeps moving toward signature.
This template is the built-in Enterprise Deal starter project in Atlas. It ships with the milestones an account team runs and a RAID log seeded with the risks that most often stall large deals, such as a champion leaving and legal stuck on data residency.
Because it is a live Atlas project on the same platform as the CRM, the closed-won handoff to customer success flows straight into onboarding rather than starting cold.
What is included
A milestone to complete discovery and identify a champion so the deal has an internal advocate.
Steps for the solution design and demo and a pricing and commercial proposal.
Milestones for the security review questionnaire and completed legal redlines.
A milestone for procurement and signature, then a closed-won handoff to customer success.
Risks such as a champion leaving mid-cycle and a fiscal-year procurement freeze, ready to adapt.
How to use it
Create a new project at /projects and apply the Enterprise Deal starter template.
Complete discovery and identify a champion, then adapt the milestones to the account.
Work the security review and legal redline milestones with owners and dates.
Complete procurement and signature, then run the closed-won handoff to customer success.
FAQ
Ready when you are
Atlas is the all-in-one work OS: tasks, projects, CRM, contracts, HR, and automation on one shared record, with a governed AI assistant. Start free.