Take a look at the video or check out the step-by-step guide further down the page for more information on how to use Mutual Action Plans.
Quick video on how to use the mutual action plan here:
A mutual action plan allows you to give a clear direction of travel, clear responsibilities and clear deadlines. They can be used for tonnes of use cases but the most popular are:
A sales cycle plan - Laying out what needs to be done between you and the prospect to get the deal over the line; from demos, to pricing, to data security and getting the agreement signed: It gives the buyer a clear pathway to help get the deal done, and quicker. See an example of one here.
An onboarding plan - You know the drill? Lots of emails, google sheets, training sessions, uploading settings and inviting team members, to name a few facets of onboarding new clients. Create your onboarding mutual action plan to keep everyone on track. See an example of one here.
Guide to Mutual Action Plans:
Purpose: To map out next steps and track progress collaboratively with buyers or customers.
Both parties can contribute to adding steps and groups to move the deal forward.
Creating a Mutual Action Plan
Add groups (e.g., onboarding, implementation, review).
Add steps within each group to outline specific tasks.
Attach files, images, or links to steps for reference.
Customizing Mutual Action Plan Steps
Duplicate steps for multiple users or ease of use.
Hide steps to reveal them gradually.
Assign dates, users, and add buttons linking to URLs for specific actions.
Tracking Progress
Progress bar shows completion status.
Confetti celebration when a group is successfully completed.
Managing Mutual Action Plans
Send reminders for upcoming or overdue steps.
Adjust settings to control user permissions for editing the plan.
Reorder steps and groups through drag-and-drop functionality for better organization.
Tips to remember:
Set dates on tasks to create a sense of urgency.
Assign tasks to people to create accountability.