Introducing your new Mutual Action Plan

Written by Fredrik Seijsing

Updated on December 7, 2023

Reading time 4 min.

Our focus has always been on improving the buying experience for both sellers and buyers. This time, we’re excited to announce the latest addition to your Deal Room – an optimized Mutual Action Plan.

The sales team can use it to align stakeholders and collaborate with them to move deals to a signed contract. Customer Success Managers can leverage it for smoother onboarding and fostering loyal customers.

Check out the video for a quick summary, and continue to learn more about the detailed use cases.

Plan it. Act on it!

By leveraging a shared space for all deal-related information with a clear overview of what needs to be done, who’s responsible for completing a task, and when it should be finished, you increase accountability throughout the entire process.

How does it work?

An action plan is made up of the following key components, allowing you to adapt the format to whatever project or process you’re using your Deal Room for.

• Title & Description: Name your project and briefly describe what you want to achieve. (Hint! Add some formatting or emojis to spice things up. 🔥)

• Overview: A summary of the milestones, completion rate, and related deadlines. You can also hover over the milestones to see which tasks are included and click on them to jump to the corresponding section. Use it as a navigation bar and glance at how far your plan is from completion.

• Milestones: What are the major milestones along your journey to success? Each milestone is a collection of tasks and will be shown in the overview of your Action Plan.

• Tasks: What are the tasks that need to be done to reach a milestone? By adding due dates and task owners, you can clearly outline when a task should be completed and who is responsible for getting it done.

• Templates: Sales admins can set up a template for the Action Plans so the reps don’t have to start from scratch, and everyone in the team can follow a structured and unified sales process.

That’s it! You have all you need at your fingertips to set up a collaborative process with your customer, clearly outline the path forward, hold each other accountable, and make sure nothing slips through the cracks.

Use cases

The flexible nature of the Action Plan makes it suitable for a wide range of use cases.

For sales reps: Work efficiently for enterprise deals

When it comes to enterprise deals, the challenges are mainly around a much longer sales cycle, way more stakeholders, and many tasks to complete to reach the final signature.

If the selling process is like sailing across the ocean, mapping out the key tasks needed to be completed by both parties is the map that helps you navigate around and work towards the same goal – getting the deal signed and sealed.

Reps can easily create a Mutual Action Plan during the meeting with the prospects, delegate the tasks, and set deadlines. Everyone in the process will know what they should focus on, the next steps, and when the deal should be closed. It ensures every stakeholder is on the same page and collaborates efficiently, eliminating room for miscommunication.

For Sales Managers: Accurate deal forecasting and a structured sales process

Mutual Action Plans remove the guesswork about not knowing when and how a deal will be closed, helping sales managers be more proactive about upcoming challenges and have more accurate pipeline forecasting.

From the Mutual Action Plan overview, sales managers can quickly tell if everything is progressing according to the plan and identify possible roadblocks. Leverage these insights to prioritize and focus on the more urgent challenges.

Apart from that, sales managers can also set up Mutual Action Plan templates, making sure everyone in the sales team follows the same structure throughout the process.

For Customer Success Managers: Ensure a smooth onboarding

One key aspect of whether or not you build a long-lasting relationship with a customer comes down to project management, and here is where Mutual Action Plans come in handy.

Customer Success Managers can outline the goals throughout the contract period as Milestones in the Mutual Action Plans. They can further specify the training sessions and follow-ups as key tasks. Together with the customers, they can regularly review the plan to track progress, discuss challenges, and update to better adapt to the changing circumstances and priorities.

With Mutual Action Plans, Customer Success Managers can communicate with the customers effectively, leading to a smoother onboarding process and increasing the chances of long-term customer success and satisfaction.

How do I get started?

Log in to GetAccept, head over to a Deal Room, and you’ll find a new tab in your room: “Action Plan.” Start action on your plans straight away!

Check out this help article for more details on how the Action Plan feature works.

Ready, set, action!