Mutual Action Plan Template

Keep your deals on track to close by staying aligned with your champion.

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.