Mutual action plan
Set a collaborative success plan with your buyers to mutually understand what actions need to be taken to close the deal. Provide a better buyer experience, more clarity in your pipeline, and reduce the stress of the unknown.
Mutual action plan
in 3 steps
Create an action plan of mutually agreed steps between you and your buyers, that will move the process to the finish line.
Assign each task to all necessary stakeholders participating in the digital sales room, including yourself, to keep everyone accountable.
Follow up on the tasks and make sure actions are taken to move the deal forward.
Mutual action plan
in 3 steps
Create an action plan of mutually agreed steps between you and your buyers, that will move the process to the finish line.
Assign each task to all necessary stakeholders participating in the digital sales room, including yourself, to keep everyone accountable.
Follow up on the tasks and make sure actions are taken to move the deal forward.
According to Gartner, an average of 11 stakeholders are involved in a B2B purchase
Map the deal cycle
When creating a joint go-live plan, you can figure out all the stakeholders that need to be involved, when the contract can be reviewed and signed, and what other steps should be added to the process.
Enhanced buyer experience
Hold your buyers accountable for reaching a common end goal and make them feel as if you are working together as a team to get something done instead of continuously having to chase the next steps.
Clearer pipeline
Align your mutual action plan with your sales process so you always know how far you are from closing the deal, better understand bottlenecks in the deal cycle, and can take a proactive approach to move the deal forward.
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Find your integrationFrequently asked questions about
mutual action plans
It’s a jointly designed plan between seller and buyer that answers: who needs to do what, and when? This ensures that both parties work collaboratively to achieve an outcome and speeds up the sales cycle.
Mutual action plans help reps understand all the steps needed to get a deal closed and have a better understanding of what deals they can forecast.
Yes, mutual action plans and success plans, or mutual success plans, are similar ways of collaborating with prospects to get a deal done. Other synonyms include: go-live plan, close plan, joint execution plan.
A use case for mapping stakeholders is to ask your initial stakeholder, while developing the mutual action plan, who else needs to be involved throughout the sales cycle. Set a task in your action plan to involve more relevant stakeholders, and delegate it to your prospect. They will be able to invite missing stakeholders to participate in your digital sales room, and you will get notified of all new stakeholders added so you can map the full decision making unit.
