Use our FREE Mutual Action Plan template to communicate with stakeholders, track progress, and close deals more effectively.
HOW TO USE A MUTUAL ACTION PLAN
Align your team on a winning sales process that helps your sellers close & buyers buy.
PLAN
Write a short overview and name everyone who needs to know about it. Include the person in charge of the project, when it will start, and important details before looking into the full plan.
DEFINE SUCCESS
Explain to the people you told about the plan how it will work using the template. Start by saying what problems your customer has and then tell what you hope to help them with. Also, say how long it will take and what you need to make it happen.
KEEP TRACK OF MILESTONES
Make a plan with the template for who will do what in each part of the plan. Put dates for when each part is due and keep the plan up to date by writing important notes and progress updates.
LOOKING FOR A COMPLETE SOLUTION?
Plan a collaborative roadmap using our Mutual Action Plan Software
Build a sales process which is aligned with the organization you’re talking to, which makes both parties working towards the same goal
Share the roadmap with all your stakeholders
Get email notifications when a task has been modified
