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.

Alex Harris

Mid-Market Account Executive @ Coupa

As a software seller, I often find there is bucket loads of content and documentation to share with prospects that making it easy for them to digest can be a little tricky, especially via email... If you are looking to make your buyers lives easier when it comes to digesting content trumpet is an absolute no-brainer.

Allison Kavanagh

Enterprise Account Executive II, EMEA @ Salesloft

I've been using trumpet for the past several months as an AE, and it's been a game-changer for managing my deal rooms. The platform makes it super easy to spin up new spaces for prospects—literally takes minutes instead of the hours I used to spend. What I really love is how I can see exactly when prospects are engaging with our materials, which helps me time my follow-ups perfectly (no more guessing games!).

Andy T

Sales and Go-To-Market Team

The product continues to evolve with new features and updates—super easy drag-and-drop UI. It's great for grouping sales enablement materials and pricing documentation in one easy to digest format for our prospects.

Andy Trick

Account Executive @ Employment Hero

This is the first time I have used a platform in a business where it has been so easy to use and build out customised Pods for each business you speak with. Makes a huge difference to the sales process and also makes it really easy to multithread multiple different people and share the information with them.

Annie Pattinson

Mid-Market Account Executive @ Figma

Hands down one of the best sales tools I've utilised in the past few years as a seller - Trumpet is game-changing. The UI is night & day compared with any similar tool on the market, it's easy to use, modern, hyper-personalised and customisable.

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