Mutual Action Plan Template
A shared plan you build with the buyer: steps, owners, dates, a weekly timeline and a risk log. Gives you real evidence for the forecast.
Excel templateExcel (.xlsx)Per dealSales teams
What is inside
- A step-by-step plan with owner, named person, due date, status and notes.
- A starting set of eleven common steps from agreeing the goal to kick-off.
- A weekly timeline that shades itself from your dates.
- Progress and overdue flags calculated automatically.
- A risk log with likelihood, impact, mitigation and owner.
- Built to share with the buyer.
Who it is for
Account executives and founders running deals with several stakeholders and a long path to signature.
How to use it
- Open it and fill in the yellow cells with real, current examples.
- Read what it flags, and pick the one or two things that matter most.
- Share it with the people who need to act, and revisit in a month.
Why we made it
Because deals that live in one person's head stall in the gaps nobody planned for.
What it will not do
It gives you a structure to build with the buyer. A plan the buyer does not own is only a to-do list.
Keep going
Use it with.
- Excel templateFree
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A deal sheet that flags stale, slipping and unsupported deals automatically, with a 30-minute agenda, 12 questions and rules for an honest forecast.
Sales teams · 30 minute weeklySee what is inside → - Excel templateFree
Forgotten Pipeline Finder
Paste a CRM export and find the deals that have gone quiet but are still worth a conversation. Ranked, with a suggested action for each.
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