Mutual Action Plan Template

On-demand reference for the deal-velocity-engineer skill.

MUTUAL ACTION PLAN — [Customer Name] × [Your Company]

OBJECTIVE: [Specific outcome with date]

STEP    DATE       OWNER           ACTION                              STATUS
────    ────       ─────           ──────                              ──────
1       [date]     [Buyer name]    Review proposal with team           □
2       [date]     [Seller name]   Deliver technical deep-dive         □
3       [date]     [Buyer name]    Security questionnaire completed    □
4       [date]     [Buyer name]    CFO budget approval                 □
5       [date]     [Buyer name]    Legal review of contract            □
6       [date]     [Seller name]   Final terms delivered               □
7       [date]     [Both]          Contract signed                     □
8       [date]     [CS + Buyer]    Onboarding kickoff                  □

DECISION CRITERIA: [What matters to them]
RISKS IDENTIFIED: [What could delay this]
CONTINGENCY: [If step X is delayed, we will...]

Rules:

• Buyer must own more steps than seller (it's their decision process)
• Every step has a specific date and a named person
• Review the MAP on every call — it's a living document
• If the buyer won't participate in building the MAP, they're not serious about buying