Get your customers up and running as quickly as possible with our Mutual Action Plan template. This template is packed with automation and project management capabilities to keep things moving quickly and smoothly.
No credit card required
Learn how MAP templates streamline the sales process.
Mutual Action Plan template outlines the steps, deadlines, and milestones that buyers and sellers will take during the buying or onboarding process. MAPs templates are usually created in a shared doc, sheet, or deck, and are also known as a joint execution plan, mutual success plan, mutual evaluation plan, or close plan.
A Mutual Action Plan template is the key to aligning your sales team with your prospects on objectives and major goals. If your sales process involves more than a one-call close, chances are you need a Mutual Action Plan template to align everyone on the buying team and keep your deals on track. Use this template to help you map out the stages of your sales process with the milestones of your customer’s buying journey.
A Mutual Action Plan template makes it easy to work together with buyers so that you can achieve your (and their) goals. MAPs align both parties around the business objectives, key steps, timeline, and the stakeholders who need to be involved.
Buying software in the B2B world is complex. MAPs help make it easier for your buyer (and yourself!) by clearly laying out the path on how you’re going to work together to help buyers deliver their desired business outcomes.
Using a Mutual Action Plan template signals that you actually know what you’re doing, and you can build massive trust with your buyer. MAPs also help keep both sides accountable in the process. When done in a collaborative way with your buyer, it helps keep you both Aligned on what needs to happen, at what time, and with whom, to meet your buyer’s goals and timeline.
All of this facilitates clear, open, and honest communication between both sides. You both work in full alignment on what needs to happen, and you can build a stronger partnership and ensure commitment to customer success.
Through this template, you’ll be able to build mutual plans with your buyers and get the buy-in of other internal stakeholders. Use this so you can explain how you’ll formalize the partnership, implement the solution, and follow up regularly as you move forward.
Start by creating an attractive value proposition taking the buyer’s perspective. Emphasize your product’s benefits in a straightforward and easy to understand language and most importantly, highlight how your product stands out from the competition.
Write down a comprehensive list of all essential stakeholders that are involved in the buying process, recognizing the importance of involving the buying committee rather than solely relying on a single decision-maker.
Create a well-defined set of practical steps. Lay out project phases including the buyer’s responsibilities and the approval process, plus assigning tasks and milestones to the appropriate teams.
Create a schedule that includes deadlines for crucial deliverables. This aids in monitoring progress and making any needed modifications, ultimately establishing a transparent timetable for everyone involved.
Align the buyer and selling team around the objectives, timeline, key milestones and all the stakeholders so that everyone is on the same page and you can close deals faster!
Sign up for a free Aligned account to get access to a library of expert templates
Use this template and you’ll be on your road to President’s Club!
Does your MAP feel more like a checklist? Here’s how valuable mutual action plans are used.
Platform at a glance
Centralized buyer workspace
Manage customer outcomes
Faster customer activation
AI aligned to revenue
Shared deal milestones
Revenue insights and signals
Connect your tools
Product insights and updates
How customers succeed with us
Templates to get started faster
Practical guides and best practices
Sign up with Google
Sign up with Microsoft