Accelerate & Streamline Engagement Creation with Templates
Engagement Templates let you store services, pricing, acceptance tasks, terms, and more.
Practitioners with permission can create engagement templates and then use them to quickly and repeatedly create new engagements for any clients. Like any engagement, a template contains services, pricing, acceptance tasks, terms, and more.
Why it matters:
Accelerates and streamlines firm engagements.
Improves scalability for all firms, especially larger ones with many new engagements each season.
Where to find it:
The Engagement Templates are now available to firms using Canopy’s Client Engagement Platform.
With over 25 years of marketing and business experience, Mart has launched and revitalized hundreds of products and services in North America, Europe, and Asia-Pacific. Over the last decade, Mart has launched two new businesses, introduced several businesses to emerging and underserved SaaS markets, uncovered automation trends to maximize organizational performance, and tapped data to discover new business opportunities.
He particularly enjoys uncovering why people do what they do, especially when it comes to the products they love. He's worked in large multinational companies, startups, and everything in between. He thoroughly enjoys product storytelling and messaging, uncovering buyers’ journeys, driving go-to-market strategy, and empowering consultative salespeople.
He graduated from Brigham Young University in Marketing. He has master certificates in Project Management from George Washington University and Product Marketing from Pragmatic Marketing Institute. With two and a half decades of experience, he specializes in helping organizations drive their product, marketing, and sales results.
On a personal note, he also enjoys playing pickleball and tennis, wakeboarding and wakesuring, and exploring the mountains of Utah.
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