Mutual Action Plan Template

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

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Mutual Action Plan Template

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.

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