--- title: How to Introduce Accord to Your Customer description: This article outlines talk tracks and strategies to introduce Accord during the Sales and Success process. --- [Skip to content](https://collaboration.inaccord.com/knowledge/buyer-intro-to-accord#main-content) [![Accord logo](https://collaboration.inaccord.com/hubfs/Hubspot%20KB%20Logo.svg)](https://inaccord.com) Open main navigation Close main navigation How can we help? - There are no suggestions because the search field is empty. 1. [Knowledge Base](https://collaboration.inaccord.com/knowledge?hsLang=en) 2. [Getting Started for Users](https://collaboration.inaccord.com/knowledge/getting-started-for-users?hsLang=en) 3. [Best Practices](https://collaboration.inaccord.com/knowledge/getting-started-for-users?hsLang=en#best-practices) # How to Introduce Accord to Your Customer ## This article outlines talk tracks and strategies to introduce Accord during the Sales and Success process. The first question every new user of Accord asks is: ***"How do I use this with my customer?"*** This article goes over how to introduce an Accord Partnership Plan to your customer and kick-off a collaborative selling experience. ### **Key Takeaways** 1. Start with the Summary page 2. Move on to Next Steps and agree on a path forward 3. Align on a timeline to get a solution in place 4. Start multi-threading within the deal on the Team page ### **Step 1:** Start with the Summary page An Accord should be introduced **when the customer has expressed interest in further evaluation**, beyond a discovery call. The Summary Page is the first thing that your customer will see when they accept their Accord invite. The Summary Page will explain the WHY behind the deal. **\*On your screen share, pull up the Summary page\*** *"Hey, so I'm putting together this document to make sure you have all the information you need to figure out if we're the right solution. I'll give you access to this in a moment, and we'll work on it together throughout the process. Here's what I got from our first conversation(s): \[recap the goals section of the summary\]. Does that cover it? Anything else you would add?"*If you need to elaborate further... *"You've been tasked with potentially buying something, which I know can be a difficult process.  I'm hoping you can use this to go have the best conversation possible with your boss / exec / finance team, and be able to easily answer their questions."* ### **Step 2: Move on to Next Steps and agree on a path forward** *"Ok, so here's how a companies like \[account name\] usually evaluates and implements \[solution\]. So far we've \[recap of completed steps\], and from here we will \[summarize stages & steps from interest to live\]. Want to make sure this plan works for you - what things will we need to add here if we're going to partner on this? We'll update this we as we go."* Walk them through the Next Steps, remember this is all just a recommendation, and you're going to work with them on getting it right. ### **Step 3: Align on a timeline to get a solution in place** *"I want to make sure we understand your ideal timeline. If you do decide to move forward - when is it important to have a solution in place? / when do you see yourself implementing the solution? / when is it important to have those problems solved? Why?"* ### **Step 4: Start multi-threading within the deal on the Team page** *"Usually when we partner with a company like \[account name\] there's an exec sponsor who ends up being the signer and/or budget holder. Do you already know who that will be?"* - [Getting Started for Admins](https://collaboration.inaccord.com/knowledge/getting-started-for-admins?hsLang=en#main-content) - [Administration](https://collaboration.inaccord.com/knowledge/getting-started-for-admins?hsLang=en#administration) - [Getting Started for Users](https://collaboration.inaccord.com/knowledge/getting-started-for-users?hsLang=en#main-content) - [Best Practices](https://collaboration.inaccord.com/knowledge/getting-started-for-users?hsLang=en#best-practices) - [Playbook Building](https://collaboration.inaccord.com/knowledge/playbook-building?hsLang=en) - [Accord Pages Overview](https://collaboration.inaccord.com/knowledge/accord-pages-overview?hsLang=en) - [Salesforce Integration](https://collaboration.inaccord.com/knowledge/salesforce-integration?hsLang=en) - [HubSpot Integration](https://collaboration.inaccord.com/knowledge/hubspot-integration?hsLang=en) - [Integrations](https://collaboration.inaccord.com/knowledge/integrations?hsLang=en) - [Resource Library (CMS)](https://collaboration.inaccord.com/knowledge/resource-library-cms?hsLang=en) - [Accord Intelligence](https://collaboration.inaccord.com/knowledge/accord-intelligence?hsLang=en#main-content) - [Accord Agents](https://collaboration.inaccord.com/knowledge/accord-intelligence?hsLang=en#accord-agents) - [Reporting](https://collaboration.inaccord.com/knowledge/reporting?hsLang=en) - [Troubleshooting](https://collaboration.inaccord.com/knowledge/troubleshooting?hsLang=en) - [Single Sign-On (SSO)](https://collaboration.inaccord.com/knowledge/single-sign-on-sso?hsLang=en) - [Deal Reviews](https://collaboration.inaccord.com/knowledge/deal-reviews?hsLang=en) - [Miscellaneous](https://collaboration.inaccord.com/knowledge/miscellaneous?hsLang=en) [![3ffd500e-b255-4f54-aca9-eb7961c6ceaa](https://collaboration.inaccord.com/hs-fs/hubfs/3ffd500e-b255-4f54-aca9-eb7961c6ceaa.png?width=100&height=27&name=3ffd500e-b255-4f54-aca9-eb7961c6ceaa.png "3ffd500e-b255-4f54-aca9-eb7961c6ceaa")](https://inaccord.com/) Knowledge Base Copyright © 2025, Accord