The active default template automatically becomes a new AE's Prospecting Plan the moment they certify.
Prospecting Plans are live
AEs see their plan card and Directors see their review queue.
Assign plans to existing AEs
7 AEs without a plan. Uses the active default template.
My Prospecting Plan
Published Active default8 tasks · v11 · last saved by cameron@bluecollarbureau.com on Aug 25, 2026
Completed plans history