outcomes and ROI estimates
A classic mistake many reps make is to frame their mutual action plan as a means to sign a contract. Stakeholders won’t invest their time and attention if the main purpose is to help your rep close a deal.
Instead, wrap up your template with a designated space for the implementation team to outline the post-close stage, including an onboarding timeline and projected outcomes – like what problems the customer can expect to solve by what dates, what ROI they can expect within six months or a year of implementation, and so on.
Mutual action plan best practices
A mutual action plan template is a good thailand phone number list starting point, but will be useless if your team doesn’t know how to use it. Training and enablement are equally imperative. Here are a few additional tips and tricks to use when data on rolling out your framework to your team.
Stress the “mutual” in your mutual action plan
It’s impossible to use a mutual action plan effectively without active input from the buyer. Therefore, your plan should never be treated like a when you introduce your one-sided laundry list of requirements, but a living, breathing roadmap for both parties to follow.