Mutual Action Plan Software

The Intelligent Mutual Action Plan
for every stage of the journey.

Collaborate with buyers and customers on shared next steps, track progress in real time, and create clear accountability from deal to onboarding

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Powering the world's best revenue teams.
From next-gen scaleups to established enterprises.

Trusted by more than 15,000 Revenue Teams of all sizes

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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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Trusted by 5000+ of the best revenue teams globally

Keep complex deals on track

Keep every stakeholder in sync with one shared source of truth from first demo to go-live.

Share clear next steps and deadlines with horizontal progress tracking across sales and onboarding.

Switch between list or calendar view to plan meetings, milestones and delivery timelines over time.

Track action items, owners and deliverables in one place with filters and bulk updates when ownership passes from AE to CSM.

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Equip champions to win sign-off

Give champions a clear overview from first step to sign-off and through rollout.

Arm them with updates they can share with senior decision-makers and implementation teams.

Show clear priorities with step types (meetings, to-dos, milestones) and groupings for training and launch.

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Forecast pipeline with real buyer collaboration

Get instant signals pushed to Slack, Teams or your CRM when buyers check off steps.

Drill into detailed MAP analytics to see who’s engaging, how often, and for how long.

Use completion trends to inform renewal and expansion conversations.

Forecast with confidence by knowing whether buyers are progressing or going quiet and spot go-live risk early.

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2x

higher close rate when deals include any Mutual Action Plan vs. none

92%

win rate for Pods with 11–15 completed Mutual Action Plan steps

43%

faster deal velocity when 5 steps are completed in the final third of the deal

Cut the admin, focus on selling or onboarding

Eliminate endless follow-ups with automated reminders and bulk updates.

Keep tasks and updates live in the Mutual Action Plan instead of buried in CRM notes.

Assign and track ownership in one collaborative space buyers actually use so AEs and CSMs work from the same plan.

Save hours of admin with drag-and-drop editing, multi-select actions, and hover-over summaries.

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One plan from onboarding to renewal

Run onboarding and implementation from the same Mutual Action Plan used to close.

Maintain a single source of truth as deals move from Sales to Customer Success.

Keep customers aligned on milestones, owners and outcomes post-sale.

Support renewals and expansions with full visibility into progress and engagement.

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See every Mutual Action Plan at a glance

View all Mutual Action Plans across every Pod in one central dashboard.

Search by Pod name, owner or assignee to quickly find the plan you need.

Apply filters to surface specific MAPs, users or teams across the workspace.

Instantly spot overdue steps and at-risk plans so nothing slips through the cracks.

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Mutual Action Plan features

Set due dates

Set an end date for tasks to drive deal momentum

Add buttons

Link out to calendars and content within your steps

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

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 shared roadmap that aligns buyers and sellers throughout a B2B sales cycle. It outlines clear steps, responsibilities, and milestones  and is designed to anticipate and address buyer pain points.

With trumpet’s Mutual Action Plan Widget, sales teams can create branded, interactive MAPs directly inside the Digital Sales Room - keeping collaboration transparent, trackable, and always on-brand.

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 using trumpet:

✔️ Identify key goals and buyer success criteria.
✔️ Break tasks into actionable steps with clear owners.
✔️ Set due dates, review stages, and go-live timelines.
✔️ Attach files and links to each task (e.g., contracts, demos).
✔️ Customise branding to reflect your buyer’s company.
✔️ Share the Pod for real-time collaboration and updates.

Everything lives inside the Digital Sales Room - no spreadsheets, no extra tools.
Are trumpet mutual action plans customisable?
Yes, trumpet MAPs are fully customisable to match your sales process and prospect's brand.

You can:

✔️ Group tasks by phase (e.g., discovery, proposal, go-live).
✔️ Assign tasks to internal or buyer-side stakeholders.
✔️ Add attachments and links per task.
✔️ Brand the MAP with your customer’s logo and colours.
✔️ Track task completion with visual progress indicators.

This makes every plan feel tailored, while helping deals stay on track.
Why should I use a mutual action plan?
Using a MAP helps sales teams:

✔️ Close deals faster by eliminating ambiguity.
✔️ Align buyer and seller expectations from day one.
✔️ Keep timelines transparent and accountable.
✔️ Identify risks or blockers early.
✔️ Improve multithreading by showing clear ownership.

With trumpet, MAPs are interactive, embedded, and accessible to both sides - creating shared accountability and momentum.
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?
Yes - 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. Buyers can.

✔️ Tick off tasks and upload documents.
✔️ View next steps and deadlines.
✔️ Collaborate in real time.
✔️ Receive automated updates and reminders.

Why revenue teams ♡ trumpet

Hear why we're the top pick for high-performing teams.

Future-fit for any revenue leader

“We've eliminated chaotic follow-ups and are collaborating with our buyers. It’s boosted win rates and given me visibility across all deals.”

Koen Stam
Head of Benelux
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Accelerating our
deal cycles

“Trumpet creates a data driven, personalised and engaging sales process leading to higher conversion rates and faster deal cycles.”

Lesley Ronaldson
VP EMEA
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Trumpet is a game changer

“We now see exactly what a buyer is engaging with. It’s helped my team close faster and stay in control of deals — even asynchronously.”

Isa Sher
Sales Manager
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Ready to see trumpet in action?

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