Helena Clisby, Senior Account Executive at trumpet, for a hands-on walkthrough on how to create truly collaborative Mutual Action Plans (MAPs) that keep both sellers and buyers aligned.
If you're still sending your prospects a static Google Sheet and calling it a MAP, you're already behind.
Buyers expect more – more structure, more clarity, more collaboration. They want a buying journey, not a seller’s checklist.
In this video Helena shows how she uses trumpet to build Mutual Action Plans that not only align internal and external stakeholders, but genuinely improve the buyer experience. No spreadsheets. Just clear next steps – fast.
Why Mutual Action Plans matter
When used properly, a MAP can be one of the most powerful tools in the modern sales cycle. They’re designed to:
- Align revenue teams and buyers around a shared journey
- Create transparency and build trust
- Keep deals on track and eliminate surprises
- Help champions sell internally
- Turn a seller-led process into a genuine buyer-led journey
But here’s the catch – most MAPs don’t live up to that promise.
As Helena points out, many are little more than a glorified to-do list. “The clue is in the word mutual,” she says. “If you’re only listing your steps, it’s not a Mutual Action Plan – it’s just your sales process on paper.”
The problem with legacy tools
One of the biggest blockers to building effective MAPs? The tools we use.
Static spreadsheets can’t support a truly collaborative experience, they also look dull and un-engaging. Buyers can’t update timelines, track progress in real time, or easily share updates with stakeholders.
“Using unattractive Google Sheets is not enough these days,” Helena explains. “Buyers want something structured, branded, and interactive – something they want to engage with.”
How trumpet Solves It
With trumpet, Helena can create fully branded, interactive deal rooms – complete with pre-built Mutual Action Plans – in seconds.
Here’s how it works:
- Start with a template: Using a sales team-approved master deck, Helena starts with a Pod template that includes the full sales journey.
- Auto-personalisation: She personalises key variables, such as client name and contact details, which automatically customises every page in the Pod.
- MAP is ready to go: The Mutual Action Plan page is pre-built with typical sales steps – and ready to edit. Helena simply adjusts timelines, assigns steps to internal and external stakeholders, and collaborates with the buyer to finalise it.
What makes these MAPs different?
In trumpet, the MAP becomes a shared, dynamic workspace – not just a reference doc.
âś” Buyers can tick off their own steps
✔ Add internal milestones, like “Meeting with CFO”
âś” Share the MAP easily with stakeholders
âś” Assign actions and change deadlines
âś” See all updates in real time
“You’re not just sending over a plan,” Helena says. “You’re inviting the buyer into the process – and giving them the tools to move it forward.”
Why This Works
Helena’s approach creates:
- Momentum: Every stakeholder sees what’s next
- Accountability: Shared ownership of actions and deadlines
- Visibility: No more guessing what’s happening between meetings
- Trust: You’re not just pushing a deal – you’re co-building the path to value
Final thoughts
Buyers today don’t want a document that reflects your pipeline. They want a clear, collaborative plan that reflects their internal journey. trumpet helps you deliver exactly that – with less manual work and more impact.
“It's not just about speed,” Helena says. “It's about relevance, visibility, and making your buyer feel supported every step of the way.”
Watch the full walkthrough – and see how fast you can build MAPs that actually drive deals forward.
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