ABCDEFGHIJKLMNOPQRST
1
2
3
4
5
Here's your free Mutual Action Plan Template, courtesy of Recapped!
6
7
A Mutual Action Plan, also known as Joint Engagement Plans or Close Plans, are documents that Account Executives create to manage their sales cycles with a client or customer.
8
9
A strong Mutual Action Plan includes key dates and milestones through the close of the opportunity, and often even through completion and implementation to a Customer Success team member. They ensure your entire revenue team is in lockstep with the extended buying team, driving best-in-class sales execution and more predictable revenue.
10
11
Want to take your buyer journey to the next level by integrating your Mutual Action Plans with Salesforce and seeing real-time Deal Engagement metrics? Try Recapped, the Customer Collaboration Platform that creates alignment between every stakeholder to get deals done faster.
12
13
Request a demo today
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100