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
उपयोग कैसे करें: 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.
प्रीव्यू
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.
संबंधित टेम्पलेट
Strategic Account Plan Template
Account snapshot, customer goals, stakeholder map, whitespace grid, mutual goals, weighted opportunities vs revenue gap, risks, actions, review log
बिक्रीSales Compensation Plan Template
Eligibility, pay mix and OTE, quota, rates and accelerators, crediting rules, payment timing, clawbacks, SPIFFs, employment changes, disputes, legal checkpoints
बिक्रीTerritory and Quota Plan Template
Planning assumptions, capacity model with ramp and attrition, gap options, territory balance on potential, quota allocation, adjustments