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.

Trusted by 5000+ of the best revenue teams globally

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.

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.

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.

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.

Mutual Action Plan features

01

Set due dates

Set an end date for tasks to drive deal momentum

02

Attach files

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

03

Assign buyers to tasks

Assign individuals in the buying team to specific next steps

04

Get notified

Receive instant updates when a task is checked as complete

05

Live collaboration

Let your buyers add their own tasks in live mode

06

Add groups

Add actions and next steps to grouped lists

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.
Jonathon Ilett
VP Global Sales

I've never seen such excitement internally for a new tool. Usage was high, and not only did we see pretty instant benefits, our prospects also loved this new way of buying from us.

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Malvina El-Sayegh
Director of Rev Enablement

Now I get real engagement data synced to our CRM allowing me to forecast way more accurately. I finally have insight into how likely deals are to close. Game-changer.

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Rhys Evans
Enterprise Account Exec

Our trumpet Pods allows us to uncover way more stakeholders we never even knew were involved and therefore allow us to close our deals much quicker.

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Mutual Action Plan Guides