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Mutual action plan template


Keep sales teams connected and close deals more efficiently

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Mutual action plan template

Sales can be complicated. A single deal can require rounds of negotiation and agreement among multiple stakeholders working at different companies. Use the mutual action plan template to collaborate with your sales team at each stage of the deal. Our template will help you communicate with stakeholders, track progress, and close deals more effectively.

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Step 1: Summarize your plan

Start by providing an executive summary and listing all the stakeholders that need to be informed. Your summary should include the project lead, the go-live date, and any high-level information people need before they dive into the details of the template.

Step 1: Summarize your plan

Step 2: Define success criteria

Now that you’ve provided context to stakeholders, use the template to explain the success criteria that inform your sales team’s strategy. First, describe the challenges your customer is currently experiencing. Then explain your goals for your customer and how the deal can help them achieve their goals. Make sure to include how much time and what resources are required to achieve those results.

Step 3: Keep track of sales milestones

Use the template to map out and assign responsibilities for each stage of the deal. Add due dates for each step and update the template frequently with notes, status updates, and any other information your team needs to keep the deal moving.

Step 3: Keep track of sales milestones

Step 4: Add resources for prospects

As your team collaborates and updates the template, make sure to add pages your team references and uses to communicate with prospective customers. Type /link to add case studies, customer success stories, or any other page you’ve created for the deal. By organizing all your resources into one place for easy accessibility, your team can collaborate and work faster. is a collaboration platform built specifically for B2B sales teams and their clients. Create mutual action plans that consolidate everything in one place, streamline complex deals, provide visibility into the status of deals, and create a world-class buying experience.

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