Sales Close Plan Template

1. Sign up for Dock for free.
2. Create a new workspace and select the Sales Close Plan Template.
3. Customize the template to fit your sales process.
4. Save it as a reusable template for future deals.
5. Share it with buyers and internal stakeholders to align on next steps.

Yes, Dock is free to try for up to 50 workspaces. Every paid Dock plan includes unlimited template and workspace usage.

Yes, you can make your own copy of the template and customize it as needed. You can also personalize it for each client to match their specific buying process.

Yes, each time you create a new workspace from the template, you can customize the details—adjust timelines, add relevant documents, and tailor the messaging to your buyer’s needs.

Yes, you can keep templates private or share them across your team. Dock allows you to control template visibility and ensure everyone is using the most up-to-date version.

A sales close plan is a structured roadmap that outlines the final steps needed to close a deal. It typically includes key milestones, decision-maker approvals, legal and procurement requirements, and final action items for both the buyer and seller. A well-structured close plan helps prevent delays, keeps all stakeholders aligned, and improves forecasting by providing visibility into deal progress and potential bottlenecks, ensuring a smoother sales process.

A mutual action plan (MAP) is a collaborative document that lays out the agreed-upon steps between a seller and a buyer to complete a purchase. It includes responsibilities, deadlines, and dependencies to help both sides stay accountable and ensure the plan remains achievable. A sales close plan is essentially a type of mutual action plan focused on the final stages of a deal.

• A summary of key deal details (pricing, contract terms, stakeholders)
• A timeline with important milestones and deadlines
• Assigned action items for both buyer and seller
• Links to essential documents (proposal, security review, legal paperwork)
• A checklist of final approvals needed before signing

A sales close plan should be introduced once a deal reaches the final decision-making stage. It’s particularly useful for complex B2B sales that involve multiple stakeholders, legal reviews, or procurement processes.

• Introduce the plan early – The earlier you introduce a close plan, the smoother the closing process will be. Use Dock to share it right after pricing discussions to align expectations with business goals.
• Keep it collaborative – Make sure your buyer is involved in building the plan. Dock’s shared workspaces allow both parties to track progress in real time and ensure the plan reflects client needs.
• Be specific with deadlines – Assign clear due dates for legal approvals, contract signatures, and procurement steps to avoid unnecessary delays in getting deals across the finish line.
• ‍Track engagement – Use Dock’s analytics to see when buyers interact with the plan and identify potential roadblocks before they stall the deal.

• Making it a one-sided document – A close plan should be collaborative, not just a list of tasks for the buyer. Use Dock to create a shared workspace where both sides contribute.
• Keeping it static – Close plans should evolve as the deal progresses. Dock makes it easy to update timelines, add documents, and track changes to facilitate buy-in from all parties.
• ‍Not aligning with internal teams – Legal, finance, and leadership should be looped into the plan early. With Dock, you can share internal versions of the close plan before bringing in the buyer, helping to surface and resolve potential pain points before they cause delays.

• Use Dock to store and manage team-wide close plan templates.
• Share the plan with internal stakeholders before introducing it to the buyer to ensure alignment.
• Use Dock’s backend features to control access and permissions, so only relevant team members can edit or view the plan.

• Introduce the close plan in your sales meetings and position it as a tool to help the buyer navigate their internal process.
• Send a Dock workspace link instead of an attachment, so buyers always see the most up-to-date version.
• Use Dock’s engagement tracking to follow up at the right time—if a buyer hasn’t reviewed the plan, send a quick check-in message.

• A sales close plan creates a structured roadmap for finalizing a deal, reducing back-and-forth delays and last-minute surprises.
• It helps both sellers and buyers stay on track by outlining key milestones, decision-makers, and action items, ensuring alignment with KPIs and deal success metrics.
• With Dock, you can track buyer engagement, identify when additional incentives may be needed, and adjust follow-ups accordingly to keep momentum high.

A good sales close plan includes key stakeholders from both the selling and buying teams. 

On the sales side, this could include the account executive, sales engineer, those involved with sales strategy, sales leaders, and legal or finance representatives. 

On the buyer’s side, decision-makers, procurement, onboarding, IT/security, and legal should be involved to ensure a smooth closing process.

The best time to introduce a close plan is after a positive pricing or proposal discussion. Frame it as a tool to help the buyer navigate their internal approval process. 

With Dock, you can send a simple link to a shared workspace, making it easy for the buyer’s team to access and collaborate on the plan.

A sales proposal is a document outlining the terms, pricing, and value of a deal, while a sales close plan is a structured timeline and action plan for finalizing the deal. 

The close plan ensures that all necessary approvals and steps are completed efficiently. In Dock, both documents can be stored in the same workspace for easy access.

Dock automatically tracks engagement, so you can see when buyers open the workspace, view documents, and complete action items. This helps sales teams anticipate potential blockers and follow up strategically.

Yes. With Dock, you can create multiple sales close plan templates tailored to different deal types (e.g., enterprise vs. SMB, new business vs. renewals). You can then customize each one before sharing it with a client.

Multi-stakeholder deals often stall due to misalignment or missing approvals. A sales close plan provides a shared space where all decision-makers can see the process, responsibilities, and next steps in one place. Dock makes it easy to assign tasks and track who is engaging with the plan.

Instead of generic check-in emails, use the close plan as your follow-up reference to support effective sales conversations. For example:

• “I noticed legal hasn’t reviewed the contract yet—would it help if I scheduled a call?”
• “I saw that you viewed the pricing section yesterday—any questions I can clarify?”

Leverage automation to streamline follow-ups. Dock’s engagement tracking notifies you when buyers interact with the plan, allowing you to follow up at the right moment without manual guesswork.

A mutual action plan (MAP) is a broader term for a shared buyer-seller roadmap, covering the entire sales process. A sales close plan is a type of MAP specifically focused on the final steps of closing deals. Dock can be used to create both, ensuring smooth collaboration at every stage.