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A Mutual Action Plan that works

Aligned helps sales, partnerships, and customer success teams gain control over customer processes and timelines using a purpose-built solution for MAPs. Helping reps close and onboard customers faster.

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In Aligned they trust:

Project management purpose-built for customer collaboration

  • Move from static boring spreadsheets to a collaborative platform
  • Built for Onboarding Plans, Close Plans, or full Go-Forward-Plans
  • Write notes, add attachments, and create sub-tasks
  • All activities get sent to your customers’ emails for easy reminders
  • Keep all discussions in the right context under each task

Aligned is helping us take our digital sales engagement to the next level and standardize our process.

Olivier Elbaz

Global Head of Expansion, Deel

MAPs should live where you and your clients work together

  • Collaborate on MAPs where you onboard, sell and retain customers
  • Replace the ineffective emails with one place for all interactions
  • Make collaborating on plans more accessible and easier for both sides

After a 5-minute demo of Aligned, I was sold! A living, breathing mutual success plan in the form of a technology platform! I rarely say- this is a truly disruptive product that the market actually needs.

Alexine Mudawar,

CEO, Woman in Sales

Leverage smart insights - never tracked before

  • Get alerts on all engagement in your workspace
  • Analyze activity, page views, discussion views, MAP interaction and more
  • Gain visibility AFTER the call ends, uncover buying blind spots
  • Prevent deal loss & react to buying signals

Aligned is a single place to keep on top of deals, build strong business cases with champions and get multiple stakeholders on board. I wish I had it early, but I have it now, and I'm enjoying it immensely!

Sarah Brazier,

Senior Account Executive, Gong

Sales Mutual Action Plan (MAP) template

Sign up free to Aligned to get access to a library of winning templates

Mobile Optimized

Aligned is natively built for an easy mobile experience, for both buyers and sellers

White Label

Your own logo, banner, and URL - leave your customers’ jaws dropped

Secured Sharing

Choose between 6 types of permissions, for all types of business needs

Stakeholder Mgmt.

Identify who's involved in the deal and keep them accountable


Standardize your selling by creating workspace templates for every need

Frequently Asked Questions

What is a mutual action plan?

Mutual Action Plans help businesses align on goals, tasks, and timelines for sales and onboarding. It is designed to facilitate communication and collaboration between different teams and departments in different organizations, providing a centralized way to manage tasks, deadlines, and progress.

How can mutual action plans benefit my sales and onboarding?

Mutual Action Plans can benefit your sales and onboarding in several ways, including:

  • Improved communication and collaboration between teams and departments
  • Enhanced transparency and accountability
  • Increased efficiency and productivity
  • More accurate project forecasting and timelines
  • Improved customer satisfaction through better alignment on goals and expectations

What features should I look for in mutual action plan software?

When selecting Mutual Action Plan software, some key features to consider include:

  • Customizable templates for different types of projects
  • Real-time progress tracking and reporting
  • Collaborative task management tools
  • Integration with other project management tools
  • Automated reminders and notifications
  • Customizable user permissions and access controls
  • Advanced analytics and reporting capabilities

Can mutual action plan software integrate with CRM tools?

Yes, mutual action plan software can integrate with CRM software. Many mutual action plan software solutions have built-in integration capabilities with popular CRM systems. By integrating with CRM, you can automatically pull customer data into your mutual action plan, saving time and improving accuracy. This integration can also allow you to track progress and update both the mutual action plan and CRM simultaneously.

How can I customize my mutual action plan tool to fit the specific needs of my team?

Most Mutual Action Plan software solutions offer customization options, including the ability to add or remove fields, create custom templates, and modify workflows to fit your team’s specific needs. You can work with your vendor or provider to tailor the solution to your organization’s specific requirements.

Are there any best practices or guidelines for using mutual action plan to ensure success?

Yes, some best practices for using Mutual Action Plan software include:

  • Clearly define goals and objectives
  • Involve all relevant stakeholders in the planning and execution process
  • Set achievable and realistic deadlines
  • Communicate regularly and effectively with all team members
  • Continuously monitor progress and adjust plans as necessary
  • Use data analytics to track performance and make informed decisions

Is there a way to track progress and make adjustments to the mutual action plan in real-time to ensure everyone is on track to meet goals and deadlines?

Yes, Mutual Action Plan software allows you to track progress and make adjustments in real-time. The solution provides real-time reporting and analytics, allowing you to monitor progress and performance and make informed decisions. You can also set up automated notifications and alerts to keep team members informed of updates and changes.

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