Mutual Action Plan Software

Get stuff done with Mutual Action Plans

Collaborate with your buyers & customers on mutual action plans, and share tactical next steps and/or onboarding, while creating clear accountability.

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Help close complex deals faster

A single source of truth that’s regularly updated and shared.

Sharing reliable and up-to-date information on future actions.

Create a sense of urgency and accountability for stakeholders.

Connect action items, due dates, accountability and deliverables.

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Help your champion be a champion

A clear overview of the deal from first steps to onboarding.

Inform senior decision-makers about what’s happened, and what’s next.

Minimise unnecessary email ping-pong when new stakeholders join in.

Guide buyers on prioritisation and give clarity on progress.

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Accurate pipeline forecasting with live intent data

Assign buyers to tasks and track engagement by aligning them with due dates.

Track real-time MAP views, interactions, and completed steps.

Leverage Mutual Success Plans to validate buyer intent early on.

Use this data to understand when deals are likely to close.

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Reduce unnecessary admin work

Avoid back-and-forth follow-ups on forgotten deliverables.

Save time and stay focused by eliminating unnecessary activities.

Use MAPs for real-time updates instead of searching through CRM notes for next steps.

A modern way to involve buyers by assigning and tracking tasks in a single collaborative space.

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"Trumpet has been one of the tools that has helped make the UK market viably scalable for Employment Hero, which in turn has led to a £140m investment round and a £1bn valuation."

Ollie Russell

Head of Sales UK, Employment Hero

"Trumpet helps us fast-track our enterprise deals by discovering hidden stakeholders and managing buying committees better. Our Prospects love it because its such an easy buying experience, and everyone gets up to speed much quicker."

Rhys Brown

Account Executive, EMEA at Crossbeam

"Following on from the sales team's success, we rolled it out across our CS team. Handovers from Sales to CS live within trumpet, giving our customers a consistent source of truth for all things Otta, regardless of who their day-to-day contact is."

Stephanie Guerin

Sales Lead, Otta

“We’re confident that trumpet has been a massive indicator of our increase in conversions - our closed-won conversions have doubled! I know how much the team loves it too.”

Alexis Prades

Head of Sales, Payfit

“Trumpet really flips the script on selling keeping buyers engaged and helps us come to a collective decision quicker - I couldn't vouch for it more highly.”

Maxwell Oldham

Business Development Manager, Sifted

Join 8000+ users blowing their trumpet

Mutual Action Plan features

Set due dates

Set an end date for tasks to drive deal momentum

Attach files

Link contracts, assets, and other items to tasks for review

Assign buyers to tasks

Assign individuals in the buying team to specific next steps

Get notified

Receive instant updates when a task is checked as complete

Get notified

Receive instant updates when a task is checked as complete.

Get notified

Receive instant updates when a task is checked as complete.

Frequently Asked Questions

What is a mutual action plan?

A Mutual action plan (MAP) also known as a mutual success plan, go-live plan or joint execution plan is a strategic tool used by sales teams to align the buying and selling processes. It outlines steps, milestones, and deadlines, and is designed to anticipate and address buyer pain points.

Using a mutual action plan:
- Ensures clarity and complete transparency
- Accelerates the sales cycle
- Increases the probability of successful deals
- Drives collaboration between the buying and selling teams

How do you build a mutual action plan?

To build a mutual action plan, you need first to identify the buyer's challenges and expectations. Then, clearly define:
- Tasks
- Roles
- Responsibilities
- Outline steps
- Milestones
- Deadlines

This alignment of processes between the buyer and the seller needs to be clearly communicated and agreed upon.

Are trumpet mutual action plans customisable?

Yes, mutual action plans in trumpet are highly customisable. You can group separate checklists of tasks within their own drop-downs, each with its own progress bar.

Additionally, you can assign specific next steps to individual Pod viewers, set due dates, and even upload files that align with each step. For example, if you set a task for the Head of Sales to review a proposal, you can also attach the PDF of that proposal to the task for easy access and reference.

From a branding perspective, you can incorporate your prospect's brand style and logo to add that extra personal touch.

Why should I use a mutual action plan?

Using a Mutual Action Plan can help prioritise serious buyers, facilitate collaboration, and streamline the buying process. It helps in standardising processes and provides a structured methodology. Also, it can help in clearly defining tasks, roles, and responsibilities, ensuring better customer engagement.

How to track progress in a mutual action plan?

Tracking progress in a mutual action plan involves maintaining a clear record of tasks, milestones, and deadlines. Regular reviews and updates are vital to ensure that both seller and buyer processes are in sync and moving towards the agreed joint goals.In trumpet you’ll receive real-time updates every time a prospect has ticked off a task in the MAP, that way, you can react quickly, and work towards the next goal with more haste.

Is trumpet mutual action plan software free to use?

The mutual action plan Widget is available for all users on the free plan.

Can buyers engage with a trumpet mutual action plan?

The magic of trumpet mutual action plans lies in their ability to facilitate collaboration in real time. Once the Pod link is shared with the buyer, they can actively engage with the mutual action plan Widget. This allows them to mark off completed tasks and view upcoming steps in the drop-down menus.