Mutual Action Plan Template
Buyer and seller close plan: why-now date, success criteria, dated steps with owners on both sides, Gantt, risks and open questions
How to use: Use it once a buyer is evaluating seriously and you need a shared path to signature and go-live. Fill the why-now date and success criteria with the buyer's champion first. The main pitfall is a plan where every step is owned by the seller.
Preview
Mutual Action Plan: [Customer name] and [Supplier name]
A shared close plan agreed between a buyer and a seller: the steps both sides take from evaluation to signature and go-live, with an owner and a date for each. Based on common B2B sales practice. Replace every
[bracketed]value and every row marked Example.
Summary
| Field | Value |
|---|---|
| Opportunity | [OPP-01 Warehouse planning, 4 sites] (Example) |
| Buyer sponsor | [Name, role] |
| Buyer champion | [Name, role] |
| Seller owner | [@account-executive] |
| Why now | [Peak season starts 2027-10-01; warehouses must plan in the new tool by then] (Example) |
| Target signature | 2027-03-26 (Example) |
| Target go-live | 2027-07-30 (Example) |
| Last updated | YYYY-MM-DD |
Success criteria
| ID | Criterion | Agreed by |
|---|---|---|
| SC-01 (Example) | Weekly warehouse plan built in under 2 hours in the pilot | Head of warehousing |
| SC-02 (Example) | Integration with the warehouse management system passes IT review | IT director |
| SC-[NN] | [Criterion] | [Name] |
Steps
| ID | Step | Owner | Side | Due | Status |
|---|---|---|---|---|---|
| MAP-01 (Example) | Discovery workshop at one warehouse | Account executive | Seller | 2027-01-20 | Done |
| MAP-02 (Example) | Pilot plan and success criteria agreed | Head of warehousing | Buyer | 2027-01-29 | Done |
| MAP-03 (Example) | Two-week pilot at one warehouse | Solutions consultant | Seller | 2027-02-19 | In progress |
| MAP-04 (Example) | Security and integration review | IT director | Buyer | 2027-02-26 | Not started |
| MAP-05 (Example) | Proposal and pricing presented | Account executive | Seller | 2027-03-03 | Not started |
| MAP-06 (Example) | Budget approval by COO | Chief operating officer | Buyer | 2027-03-12 | Not started |
| MAP-07 (Example) | Contract review and redlines | Procurement lead | Buyer | 2027-03-19 | Not started |
| MAP-08 (Example) | Signature | Both | Both | 2027-03-26 | Not started |
| MAP-09 (Example) | Kick-off and onboarding plan | CSM | Seller | 2027-04-09 | Not started |
| MAP-10 (Example) | Go-live at all 4 warehouses | Head of warehousing | Buyer | 2027-07-30 | Not started |
Risks and open questions
| ID | Risk or question | Owner | Due |
|---|---|---|---|
| Q-01 (Example) | Does procurement require a competitive quote above a spend threshold? | Procurement lead | 2027-02-05 |
| Q-[NN] | [Question] | [Owner] | YYYY-MM-DD |
This plan records intended steps. It is not a commitment to buy or a
contract term. Related templates: Strategic Account Plan
(sales/account-plan), Demo Script (business/demo-script), Business
Proposal (business/business-proposal), Customer Success Plan
(customer-success/success-plan).
Standard and licence note
Based on common B2B sales practice for joint close plans. No standard governs this document. All text and examples are original. Template licence: MIT.
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