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.