The Mutual Action Plan (MAP) is a shared workspace inside your Pod that helps buyers and sellers stay aligned on every milestone, task, and deadline throughout the deal.
The redesigned MAP combines the clarity of modern project management tools with the power of trumpet’s digital sales room so you can run the entire deal process in one place, without switching tools or chasing updates.
What’s New in the Mutual Action Plan
The new MAP isn’t just a visual refresh it’s a complete evolution in how deals are managed and collaborated on.
With a modern, project-management–style interface, the MAP gives both reps and buyers a clear, shared view of the deal journey from start to finish. Every responsibility, milestone, and timeline lives directly inside the Pod, making it easier to maintain momentum and drive internal alignment.
Creating a Mutual Action Plan
1. Add groups
Groups represent major phases of the deal, such as:
Onboarding
Implementation
Review
Procurement
Groups help organize tasks into logical stages and make progress easier to understand at a glance.
2. Add steps within each group
Steps outline the specific actions required to move the deal forward. Each step can represent a to-do, meeting, or milestone.
You can:
Assign an owner (buyer or seller)
Set due dates
Choose a step type (Meeting, To-do, or Milestone)
3. Add context to steps
Each step includes an upgraded editor where you can:
Add detailed descriptions, agendas, or notes
Attach files, images, or links for reference
Include supporting information so assignees know exactly what’s required
Customising Your Mutual Action Plan
Duplicate and hide steps
Duplicate steps to reuse common tasks across users or stages
Hide steps to reveal them gradually as the deal progresses
This keeps plans flexible while avoiding unnecessary clutter early in the process.
Assign dates, owners, and actions
For each step, you can:
Assign an owner
Set or adjust due dates
Add buttons that link to external URLs for specific actions (e.g., booking a meeting or completing a form)
Reorder groups and steps
Use drag-and-drop to reorder steps or entire groups. You can restructure the plan at any time as deal priorities shift.
Using Bulk Actions
Bulk actions make it easy to manage large or complex MAPs.
You can multi-select steps to:
Edit details
Reassign owners
Mark multiple steps as done
Delete steps
You can also reorder or restructure multiple steps at once using drag-and-drop, saving time and reducing manual admin.
Searching and Filtering Steps
As MAPs grow, search and filters help you focus on what matters most.
Search
Search steps by keyword to quickly find specific tasks or meetings
Filters
Filter steps by:
Status: Not Started, In Progress, Completed
Type: Meeting, To-do, Milestone
Assignee: Anyone with assigned steps in the MAP
Date range: Today, This week, Next week, or a custom range
These tools make it easy to spot blockers, overdue items, or upcoming priorities.
Tracking Progress
Progress tracking
A modern horizontal progress tracker shows the full deal journey from start to finish
Stage-level tracking highlights progress within each group
A progress bar updates automatically as steps are completed
Completion celebrations
When all steps in a group are completed, a confetti celebration marks the milestone making progress visible and motivating for everyone involved.
Collaboration and Visibility
The MAP is designed for shared ownership and transparency.
Hover over a step to see key details (owner, status, due date) without opening it
Switch to the calendar view to see responsibilities and progress mapped by date
Buyers, champions, and internal stakeholders always have an up-to-date view of what’s happening and what’s next
Managing Mutual Action Plans
Send reminders
Send reminders to assignees for overdue tasks
This helps keep momentum without relying on manual follow-ups.
Control permissions
Adjust MAP settings to control who can:
Edit steps
Reorder groups or tasks
Mark items as complete
This ensures the right balance of collaboration and control.
Why Use the Mutual Action Plan
By consolidating task management and deal collaboration into a single view, the MAP helps you:
Reduce tool sprawl by replacing external task trackers
Simplify workflows and cut down on admin
Keep deals on track with clear ownership and timelines
Give champions the clarity they need to drive internal alignment
The Mutual Action Plan keeps everyone aligned, accountable, and moving forward directly inside your Pod.