Pipeline & Revenue

Mutual Action Plans

Buyer-Seller Collaboration

Mutual Action Plans (MAPs) replace fragile email threads with a shared, live document that both you and your buyer can see and update. Track milestones, assign responsibilities, set deadlines, and get stakeholder sign-off — all linked to your deal in the pipeline.

Buyer portalMilestone trackingStakeholder sign-offDeal linking

What you get

Everything included in Mutual Action Plans — no add-ons, no hidden limits.

Shareable buyer-facing plan portal with no login required
Milestone and task tracking with progress indicators
Deadline reminders sent automatically to both parties
Stakeholder sign-off with digital acknowledgement
Linked to deal stage — milestone completion advances the pipeline
Internal notes visible only to your team
Template library for common deal types
Analytics: time-to-close correlation with MAP engagement

Use cases

Who gets the most value from Mutual Action Plans.

🤝

Enterprise AEs

Keep complex, multi-stakeholder deals on track with clear ownership and deadlines.

🚀

Customer Onboarding

Run a structured onboarding plan that sets new customers up for success from day one.

📋

Procurement Processes

Navigate lengthy procurement steps with a shared checklist both sides can reference.

How it works

Up and running in minutes.

01

Create from template

Choose a MAP template that matches your deal type and customise it.

02

Share with buyer

Send a shareable link — no buyer login required to view and update.

03

Track milestones

Both parties update task status; you see progress in real time.

04

Close the deal

Final milestone completion triggers deal advancement in the pipeline.

28%
Faster time to close
deals with active MAPs
2x
Higher win rates
when buyer engages with MAP

Works best with

Ready to use Mutual Action Plans?

One plan. All 40+ modules including Mutual Action Plans. Starting at £150/month.