Mutual Action Plan Template
Keep your deals on track to close by staying aligned with your champion.
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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.
Buyers from top brands loved their experience.

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Sell with your buyers.
Build committed champions and generate a compelling, executive-level business case. Follow the process the top, strategic sellers are using every single day.