Guide your champion through the sales process with mutual action plans.
Sales leaders, account executives, sales teams, and their buyer champions who want to stay aligned, keep everyone accountable for next steps, and trade in spreadsheets and emails for a more streamlined and professional sales process. This mutual action plan template is especially useful for B2B sales teams navigating a complex sales cycle with multiple stakeholders and decision makers.
This mutual action plan template helps buyers and sellers collaborate effectively by outlining every step needed to close the deal. It simplifies the buying process by clarifying timelines, assigning responsibilities, and ensuring all stakeholders stay aligned throughout the journey.
By using this template, you can keep the buying team engaged, eliminate confusion, and make it easier for your buyer to champion your solution internally. It’s a critical tool for enhancing buyer engagement, improving the buying experience, and increasing win rates by identifying roadblocks and guiding the sales process toward a successful close date.
Use this mutual action plan template as a single space to outline everything needed to complete the sales process. Use it to communicate and collaborate on tasks, resources, and goals, and provide the necessary docs and materials your buyer needs to gain buy-in from stakeholders and decision makers.
A quick summary of what’s in the mutual action plan, including a target kickoff date, success criteria, key dates, and high-level goals. This helps stakeholders understand the plan at a glance and enables the selling team to align with the buying team.
A summarized project timeline of the mutual action plan’s phases and current progress. This helps stakeholders visualize how far along the buying process is, track key milestones, and identify roadblocks that could delay progress or the close date.
A sample mutual action plan checklist for the evaluation phase of the sales process. Includes steps like platform demo, executive presentation, and proof-of-concept steps. Here, you can embed docs like case studies, meeting booking links, or your CRM integration details to support the buying experience.
Sample steps for the procurement phase of the sales process—including legal review, security review, and contract signoff milestones. This ensures decision makers have everything they need to provide buy-in and move the deal forward.
A preview of what’s to come post-signature with your customer success team, including onboarding steps, kickoff calls, admin onboarding, training sessions, and other key milestones needed to execute the plan successfully. By including implementation details in the mutual action plan, you give your buyer a sense of clarity and confidence as they move closer to the go-live date.
Dock’s mutual action plan template is built to simplify collaboration between buyers and sellers by creating a clear, actionable roadmap to close a deal.
Mutual action plans are critical for guiding both sides through a complex sales process. Dock makes it easy to build, share, and manage these plans in one centralized workspace. Buyers can see exactly what’s required to move forward, while sellers stay organized and proactive about next steps. No more scattered spreadsheets, unclear timelines, or missed follow-ups—just a buyer-centric plan that keeps everyone aligned.
Dock’s template is designed for flexibility. You can quickly add milestones, assign action items, and embed relevant docs like case studies, pricing breakdowns, and proof-of-concept materials—all while tailoring the plan to each client’s unique needs. Dock also gives you real-time insights into buyer engagement, so you can prioritize follow-ups and address roadblocks before they stall the deal.
Dock’s mutual action plan template is the easiest way to collaborate with your buyer, guide them through their internal processes, and close deals faster.
Sign up for Dock for free, create a new workspace, and choose the mutual action plan template. Customize it for your sales process, save it, and share it with your client to kick off collaboration.
Yes, Dock is free to try for up to five workspaces. All paid plans include unlimited template and workspace usage.
Absolutely. You can customize this template for your sales process, save it as your own, and tweak it for each client.
With Dock, you can customize mutual action plan templates for each client by adding unique milestones, due dates, resources, and docs. You can also save these personalized templates for use with future clients.
Yes, Dock’s mutual action plan template is perfect for enterprise sales teams. These deals often involve long sales cycles, multiple stakeholders, and complex internal processes. The template helps sales reps and account executives stay aligned with buying teams and close deals more efficiently.
Yes, Dock allows you to keep templates private or share them across your team. You can control visibility for each template.
A mutual action plan is a collaborative document that outlines all the steps, deadlines, and responsibilities needed to complete a sales process. It’s shared between the seller and the buyer to ensure both parties are aligned on what needs to happen to close the deal. It typically includes milestones, action items, and timelines, making it easier for buyers to navigate their internal decision-making process and gain buy-in.
While a close plan focuses specifically on the final steps of securing a deal, a mutual action plan covers the entire sales process—from initial evaluation through post-signature onboarding. Mutual action plans are more comprehensive, ensuring alignment across all stakeholders and creating a better buying experience.
A mutual action plan is specific to the sales process and is created to help buyers and sellers collaborate on the steps needed to close a deal. A project plan is typically used after a deal is closed to guide implementation or delivery. Mutual action plans focus on sales milestones and buyer enablement, while project plans focus on execution and outcomes.
Mutual action plans focus on aligning the buyer and seller during the sales process, while joint execution plans (JEPs) or mutual success plans typically extend into post-sale phases, such as implementation or onboarding. Both aim to improve collaboration, but mutual action plans are specifically designed to close deals effectively.
Yes, mutual action plans can help shorten sales cycles by creating clear accountability and eliminating roadblocks. They guide buyers through complex internal processes, making it easier for them to champion your product and move toward a decision. Dock’s template also helps you identify delays or disengagement early, so you can address them before they stall the deal.
Mutual action plans create transparency, improve buyer engagement, and help sellers stay organized—all of which contribute to higher win rates. They also help buyers feel supported, making it easier for them to navigate internal roadblocks and champion your product.
A mutual action plan template provides a framework for creating a mutual action plan quickly and consistently. It includes pre-built sections for milestones, tasks, deadlines, and resources, so you can customize it for each deal without starting from scratch.
A mutual action plan is more than just a checklist—it’s a collaborative tool that both buyers and sellers use to stay on the same page. While spreadsheets or static documents can be disorganized and difficult to keep updated, Dock’s mutual action plan template creates a dynamic, shared workspace that’s always up-to-date. Plus, Dock includes engagement tracking, so you know when buyers are engaging and where they might need support.
You should use a mutual action plan as soon as your sales process becomes complex enough to require buyer involvement—typically after the discovery or demo stage. It’s especially useful for deals with multiple stakeholders, lengthy decision-making cycles, or highly detailed implementation plans.
With Dock, you can create team templates and share them across your organization. Control who has access to the template and train your team on how to customize it for their deals.
Share the plan via a Dock workspace link. Explain its purpose during a call, walk them through the key milestones, and encourage them to ask questions or suggest edits. Use Dock’s real-time tracking to follow up on any incomplete steps.
Yes, Dock integrates seamlessly with Salesforce and HubSpot, allowing you to track mutual action plans and their progress alongside your sales data.
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