Mutual Action Plan Software

Mutual Action Plans (MAPs) are crucial for sales teams as they help establish clear objectives and next steps for both the seller and the buyer. However, creating and managing MAPs can be time-consuming, challenging and just…horrible. Incorporating a MAP software can simplify the process, saving time for both you and your buyers and making their lives a whole lot easier.

3 Reasons why you need a Mutual Action Plan Software

1. Synchronize Buyer and Sales Teams:

With user onboarding software, you can consolidate all user-related resources and communication in one place. This makes it easy for you to keep track of all the necessary tasks and deadlines, ensuring a smooth and efficient onboarding process.

2. Improve Buying Experience:

By ensuring that everyone involved in the onboarding process is on the same page, Mutual Action Plans foster collaboration and improve efficiency. This helps to keep clients aligned with the process and ensures that they have a clear understanding of what is happening at every stage.

3. Effective Collaboration That Keeps Things On Track:

Having a MAP in place allows both sides to get the job done quickly and effectively, minimizing the back and forth and things like POCs, SOWs, Implementations, Procurement, etc. All sides can assign tasks, comment, add files, align on scope, requirements, and more.

50,000+ Sales & CS Teams Run Their Deals in Aligned

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MAP software vs your current solution:

MAP software Traditional Methods
FEATURES
Embedded into a collaborative workspace Check
Auto updates and reminder emails Check
Assign steps to clients and stakeholders Check
Ability to hide internal call notes and content Check
Communicate in the context of each milestone Check
Easy management of new stakeholders Check
Centralized storage of customer content Check
Leverage playbook templates to save time Check
Customer engagement tracking Check
CRM integration for key deal/account information Check
Visibility for sales leadership on stalled deals Check

MAP software

FEATURES
Embedded into a collaborative workspace Check
Auto updates and reminder emails Check
Assign steps to clients and stakeholders Check
Ability to hide internal call notes and content Check
Communicate in the context of each milestone Check
Easy management of new stakeholders Check
Centralized storage of customer content Check
Leverage playbook templates to save time Check
Customer engagement tracking Check
CRM integration for key deal/account information Check
Visibility for sales leadership on stalled deals Check

Traditional Methods

FEATURES
Embedded into a collaborative workspace
Auto updates and reminder emails
Assign steps to clients and stakeholders
Ability to hide internal call notes and content
Communicate in the context of each milestone
Easy management of new stakeholders
Centralized storage of customer content
Leverage playbook templates to save time
Customer engagement tracking
CRM integration for key deal/account information
Visibility for sales leadership on stalled deals

6 Tips for Implementing Mutual Action Plan Software

Gaining customer cooperation:

Communicate the value of the MAP, emphasizing how it benefits both parties.

Shared objectives:

Define clear, aligned goals with your prospects, ensuring mutual understanding

Plan together

Involve prospects in roadmap creation, enhancing commitment.

Track progress:

Use MAP software for transparency and collaboration.

Review and adjust:

Take and distribute ownership: This process requires patience and dedication, so set timelines for everyone involved, and follow through.

Take and distribute ownership:

This process requires patience and dedication, so set timelines for everyone involved, and follow through.

Why Choose Aligned to improve your win rates and user onboarding effectiveness?

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, Women in Sales

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 Brazie

Senior Account Executive, Gong

Recognized by G2

Frequently asked questions

Everything you need to know about the product and billing.

How can using a Sales Mutual Action Plan template benefit my business?

Using our Sales Mutual Action Plan template can benefit your business in the following ways:

  • Streamline the partnership process
  • Align both parties around business objectives
  • Build trust with your buyer
  • Promote collaboration and communication
  • Ensure accountability throughout the partnership process

Our template is designed to align both parties around business objectives, key steps, timeline, and stakeholders. This ensures that everyone is working towards the same goals and can help you achieve your business objectives more efficiently.

Our template promotes collaboration and communication by providing a clear path on how both parties will work together to achieve the desired business outcomes. This facilitates open communication, encourages collaboration, and helps to build trust with your buyer.

Yes, our template is designed to be flexible and can be tailored to fit your specific partnership requirements. This ensures that the template can meet the unique needs of your business and help you achieve your desired outcomes. By customizing the template to fit your specific needs, you can ensure that your partnership is more efficient, effective, and beneficial for both parties involved.

Our template helps to keep both sides accountable by aligning both parties around business objectives, key steps, timeline, and stakeholders. This ensures that everyone involved is aware of what needs to happen, at what time, and with whom, to meet the buyer’s goals and timeline.

Using a Sales Mutual Action Plan template helps to build trust with your buyer and facilitates clear, open, and honest communication between both parties. By working in full alignment on what needs to happen, you can build a stronger partnership with your buyer that can lead to a more successful and long-lasting relationship.

How top GTM teams execute

Here’s what they’re saying

“I implemented Aligned around this time last year…Since rolling this out, our close rate has increased by 17%.”

Callum Houston

CCO

“After presenting our Aligned room live over a few sessions, the buyer asked to be connected with Aligned so they could use it with their own sales team. The buying experience was that smooth (and we won the deal).”

Jonathan Molina

Mid-Market AE

“Job searching can feel extremely overwhelming at times. As a seller, I used Aligned to treat my job search like a sales cycle, giving hiring managers a clear, structured and custom view of my experience beyond a CV. That approach helped me stand out quickly and land my next role.”

John Attar

VP Data Sales

Just got off a call with a prospect, not word for word but she basically said
“I’ll tell you what, I absolutely love that sales room (Aligned) that you guys use. Its really separated you from the other providers we are considering. it is so much easier then looking through a thread of emails”

Matt Grossbard

VP of Sales

“Rooms with more than four hours of engagement achieve an 86% win rate, and those with over 4.5 hours were close to 100%…We now use Aligned on every deal.”

Katherine R.

Director of Sales

Aligned is a must for Mid-Market and Enterprise deals. It gives all stakeholders a single source of truth and makes the buying process easier. A must-use for my sales process.

Grace O’Hara

AE

“This [Aligned] is the most useful sales product in my arsenal!”

Cyndi Collins

Enterprise AE

We just closed one of our bigger deals of the year ($200k) and they spent over 5 hours in their Aligned sales room.

Gal Aga seeing Aligned signals in my weekly pipe reviews inside of Gong is becoming GOLD to determine if i am beleiving in a deal NOT jsut engagement

Ryan Barry

CEO

Dan Briscoe

CRO

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