![](https://cdn.prod.website-files.com/65ef9499ff2b5651b1283fcb/65efb8a0a4fbb3b130fbf2a7_62687275c162d51f04f29504_mutual_action_plan.png)
Mutual Action Plan Template
Keep your deals on track to close by staying aligned with your champion.
![](https://cdn.prod.website-files.com/65ef9499ff2b5651b1283fcb/65efb8a0a4fbb3b130fbf2ab_626872db4ad520a70875b76f_mutual_action_plan_thumbnail-13.png)
More sales teams are introducing Mutual Action Plans into their closing process — but most still use them incorrectly (a timeline of tasks and reminders).
Instead, download this template to:
1. Ensure all key contacts from the buying and selling teams are involved.
2. Show the impact of missed dates on a buyer’s goals (not a seller’s quota).
3. Develop a vision for the future with key dates during the customer lifecycle.
Sell with your buyers.
Control your message when it matters with AI-generated business cases that read like your champions wrote them — not ChatGPT.