Mutual Action Plan Software | GetAccept
Move complex deals forward, together
Set a collaborative success plan with buyers to mutually understand the actions needed to close the deal. Provide a better buyer experience, pipeline clarity, and reduce the stress of the unknown.
Create plan Delegate tasks Follow up
Case Studies
Dealfront
Carolina Bräuninger
Senior Strategic Account Executive EMEA @ Dealfront
“Since I started using GetAccept, my sales process and communication with my prospects are way more project and solution-oriented. They know where to find the content they need, and I can focus on providing solutions.”
Labaton Sucharow
William Imperiale
Product Manager @ Labaton Sucharow
“GetAccept unlocked a whole new level of scale for us. It helped us to reach these new heights where we’re dealing with tens of thousands of people all at once.”
Satchel
Finley Berry
Rev and Sales Ops Engineer @ Satchel
“Switching to GetAccept gave us control over, and trust in, what the sales team are actually sending out.”
ScaleWise
Gavin Summer
Co-Founder & Chief Growth Advisor @ ScaleWise
“If you haven’t got something like GetAccept from a contracts perspective, but equally from a Deal Room perspective, then you’re behind.”
Vainu
Mikko Honkanen
CEO & Co founder @ Vainu
“GetAccept helps our salespeople know when to contact their clients, and whom. With better insights, the tool helps us prioritize our time and close more deals!”
Goodlord
Leigh Marsh Horgan
Business Systems Analyst @ Goodlord
“GetAccept is the one system I don’t have to think about. It just runs, and that makes my life much, much easier.”
Why you need Mutual Action Plan software
Stakeholders involved
According to Gartner, an average of 11 stakeholders are involved in a B2B purchase.
Deals lost to indecision
Pave the way for your buyers with an actionable plan, making it easier for you all to get the deal closed. 61% of deals are lost to indecision.
Sales cycle reduction
Dealfront reduced their sales cycle going from 150 to just 50 days on some complex deals.
Get full control of your deals
Map the deal cycle
When creating a joint go-live plan, you can figure out all the stakeholders that need to be involved, when the contract can be reviewed and signed, and what other steps should be added to the process.
Enhance the buyer experience
Hold your buyers accountable for reaching a common end goal and make them feel as if you are working together as a team to get something done instead of continuously having to chase the next steps.
Get a clearer pipeline
Align your mutual action plan with your sales process so you always know how far you are from closing the deal, better understand bottlenecks in the deal cycle, and take a proactive approach to moving the deal forward.
Mutual Action Plan software that integrates with your tech stack
View all your active mutual action plans directly within your CRM. Track key details like completion rates, room owners, and associated accounts, giving you a clear overview of each deal’s progress.
Frequently asked questions
What is a mutual action plan?
A mutual action plan (MAP) is a shared roadmap that aligns sales reps and buyers by defining stakeholders, objectives, and required milestones to close a deal. They are usually relevant for complex B2B deals involving multiple stakeholders and long sales cycles.
What goes in a Mutual Action Plan:
- Title and project overview: What you're trying to accomplish (so everyone's on the same page)
- Milestone tracker: Shows what's done, what's left, and when things are due
- Task breakdown: Specific next steps under each milestone
- Assigned owners and deadlines: Who's responsible and when it needs to happen (this is the accountability part)
How is a mutual action plan different from a sales checklist or close plan?
A mutual action plan (MAP) is a roadmap shared between seller and buyer where both sides own tasks, deadlines, and next steps. A close plan is an internal sales document focused on the seller's activities to close a deal. The buyer never sees it.
At what point in the sales process should I introduce a mutual action plan to prospects?
A Mutual Action Plan is usually introduced after you’ve got some level of commitment from the buyer. Whether that’s after your discovery call or later in the process depends on your sales process.
How does a mutual action plan help me map stakeholders?
A use case for mapping stakeholders is to ask your initial stakeholder, while developing the mutual action plan, who else needs to be involved throughout the sales cycle.
What should a mutual action plan include to ensure both my team and the buyer stay accountable and aligned on next steps?
A good Mutual Action Plan needs clear stakeholders with roles, milestones with deadlines, tasks assigned to both sides, and a way to track progress.
How do you get prospects to stick to the mutual action plan?
Getting prospects to stick to mutual action plans means building it with them, not dropping it on them after the call. How to make it collaborative:
- Build it together during the meeting: Share screen, add tasks live, and get their input
- Let them set deadlines: They know their approval process better than you do.
- Make their people task owners: CFO needs to approve budget? Put their name on it.