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.

Book a demo

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.

Book a demo

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.

Book a demo

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.

Book a demo

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.

Book a demo

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

Live collaboration

Let your buyers add their own tasks in live mode

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.

Felix Schmitz

Senior Account Executive @ Personio

Instead of countless slides with too much content, I can now create Mutual Action Plans together with my prospects and update them very easily. I love it! My prospects love the digital sales rooms. They’re not only quick to set up, they are also super intuitive and, above all, interactive thanks to the live chat options.

Cayley Thurlby

Enterprise Account Executive @ Storyblok

As a former project manager, I love how trumpet helps me keep all the information that I share in the sales cycle super organized. My prospects love it too! No more digging through email to find shared files, getting personalized with video recordings, and keeping all parties engaged with a Mutual Action Plan! There are so many creative ways to use Trumpet—I use it on every deal!

Bella Gudewill

Enterprise Account Executive @ Sedna

Trumpet is great for driving deals forward! I love the Mutual Action Plan Widget because I have always had to create those in a spreadsheet that no one ever opened or added to. Now I can tag my buyers in the MAP and get them to action items. It's a centralised place for managing my deals. No more having to dig through emails to find all of the documents you have shared!

George Clark

Account Executive @ Cognism

I love how customisable trumpet is! It's very useful for looping in other stakeholders for larger new business opportunities. Building mutual action plans and holding people accountable is one of the most useful features for sure.

Chris Fenton

Senior Solutions Specialist @ Eploy

It's a great way to feed information to your prospects over the course of a sales cycle, rather than sending numerous emails with multiple attachments and PDFs that become outdated as soon as you've sent them. By far the best feature is the insights you gain about the level of engagement your prospect has with the pod, allowing you to address any drop in engagement promptly.

Ready to see trumpet in action?

Book a demo

Self-guided product tour

Mutual Action Plan Guides

View All Guides

The importance of Mutual Action Plans for sales teams in 2024

Alex Wood

•

August 5, 2024

The importance of Mutual Action Plans for sales teams in 2024

Mutual action plans are really becoming a core pillar for B2B sales teams. These collaborative frameworks help align your team with buyers, ensuring everyone's on the same page throughout the entire sales journey. By using a mutual action plan, you'll boost buyer engagement, streamline your workflow, and increase your chances of closing deals.

Step-by-step guide to mastering your B2B sales action plan

A well-crafted sales action plan is your secret weapon for closing more deals and boosting your bottom line. In this guide, we'll walk you through the nuts and bolts of creating and implementing an effective sales action plan.

How top sales teams use Mutual Action Plans to win deals

Mutual Action Plans (MAPs) are a cornerstone in the architecture of successful B2B sales strategies. They provide a shared guiding document that aligns sales reps and B2B buyers, fostering collaboration and expediting the sales cycle. They define milestones, due dates, roles, and responsibilities, promoting ownership, accountability, and faster deal closure.

Buyer Enablement