action plan template also factors in the work your team will be doing. This not only helps reinforce the mutual nature of the document, but brings visibility to your reps’ efforts, signaling their commitment to the buyer’s success.
Close with projected outcomes and roi estimates
a classic mistake many reps make is to frame their mutual action plan as a means to sign a contract. Stakeholders won’t invest their time and attention if the main purpose is to help your rep close a deal.
Instead, wrap up your template with a designated space for the implementation team to outline the post-close stage, including an onboarding timeline and estonia telegram number database projected outcomes – like what problems the customer can expect to solve by what dates, what roi they can expect within six months or a year of implementation, and so on.
mutual action plan best practices
a mutual action plan template is a good starting point, but will be useless if your team doesn’t know how to use it. Training and enablement are equally imperative. Here are a few additional tips and tricks to use when rolling out your framework to your team.
Stress the “mutual” in your mutual action plan
it’s impossible to use a mutual action plan effectively crawler data without active input from the buyer. Therefore, your plan should never be treated like a one-sided this will help create a sense laundry list of requirements, but a living, breathing roadmap for both parties to follow.