The Action Plan (MAP – Mutual Action Plan) is a shared project timeline inside your Deal Room. It helps you and your buyer stay aligned on milestones, responsibilities, and next steps throughout the evaluation, onboarding, or implementation process.
A Action plan gives both sides a clear view of what needs to happen, who is responsible, and when each step should be completed. It reduces friction, keeps momentum high, and ensures no task is missed as your deal progresses.
Why use an Action Plan?
The Action Plan helps you:
Create a structured path from evaluation to go-live
Show your buyer exactly what comes next
Highlight dependencies and important deadlines
Share ownership with internal and external stakeholders
Track progress in real time
Maintain alignment and clarity throughout the buying journey
Both teams can see the same plan, giving full transparency and reducing back-and-forth communication.
How the Action Plan works
The Action Plan is built using milestones and tasks:
Milestones
High-level stages in your process, such as:
Discovery
Legal review
Security review
Procurement
Kickoff
Go-live
Milestones help structure the plan into clear phases.
You can set deadlines for Milestones, and mark the status as Not started, In progress or Completed.
Milestones statuses update automatically:
Milestones automatically move to In progress when one or more tasks are started or completed.
Milestones automatically move to Completed when all tasks are completed.
Changing a Milestone’s status won’t affect the status of its individual tasks.
You can also update statuses manually.
Tasks
Actionable steps that sit inside each milestone.
Examples include:
"Share security documentation"
"Review contract"
"Schedule kickoff meeting"
"Provide technical requirements"
Each task can have:
A task owner (buyer or seller)
A due date
A completion state
Who can use the Action Plan
The Action Plan is visible in published Deal Rooms and can be used by:
Room owners
Collaborators
Invited participants (buyers)
Buyers can complete tasks, add comments, and collaborate directly in the plan—keeping everything organized in one place.
Where to find the Action Plan
Once enabled in room settings, the Action Plan appears as its own tab in the Deal Room navigation.
There, you can:
Add milestones
Add tasks
Assign owners
Update progress
Track activity in analytics
When to enable the Action Plan
Use the Action Plan when you want to:
Align teams around shared outcomes
Guide buyers step-by-step through your process
Track progress in a transparent and collaborative way
Accelerate complex deals
Structure onboarding after closing
It’s especially valuable for multi-stakeholder deals or longer sales cycles.