Mutual action plan template

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.

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.

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.

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.