The Mutual Action Plan (also called MAP) helps both sellers and buyers stay aligned throughout the entire sales process. By making next steps visible, structured, and owned by the right people, the Mutual Action Plan drives momentum and reduces the chance of stalls or misunderstandings. You can also set Milestone progress states and deadlines independently of task completion, giving you more flexibility in how you track and document deal progress.

Each task within the Mutual Action Plan has a clear owner - either someone on your team or on the buyer's side. Everyone knows exactly what they are responsible for and when it's due.

Buyers can see the complete path from where they are today to signing and onboarding. This helps them understand expectations, internal steps, and required approvals early.

Instead of emailing back and forth or losing track of follow-ups, all next steps live in one place inside the Mutual Action Plan within the Deal Room. This eliminates ambiguity and prevents tasks from falling through the cracks.

When tasks and deadlines are visible to all participants, progress moves faster. Stakeholders can quickly see what's waiting for them and complete steps without reminders.

Most deals involve multiple people across legal, finance, security, procurement, and leadership. The Action Plan makes it easy to keep all parties aligned and engaged.

A structured, transparent plan gives buyers confidence that you are leading the process. It reinforces predictability, reduces risk, and makes you look like a strong partner.

Buyers can:

This creates a guided buying experience - similar to a project plan - directly inside their Deal Room.

Sellers can:

MAP progress is also included in Analytics, helping you identify stalled deals or highly engaged buyers.

Room owners and collaborators have more control over how Milestones reflect deal progress. You can set Milestone progress states and assign deadlines independently of the underlying tasks, so the Mutual Action Plan reflects what's truly happening in the deal.

Each Milestone can be set to one of three states:

You can mark a Milestone as Completed even if not every task underneath it is finished. This is useful when a strategic goal (like "Procurement review done" or "Contract signed") has been achieved, even though a few sub-tasks are still open.

You can assign deadlines at the Milestone level, using both past and future dates. Past dates let you keep documentation aligned with what actually happened in the deal, while future dates help you and the buyer stay on track for upcoming goals.

Milestones update automatically as work progresses, so you don't have to manage every state manually:

You can still override the status manually at any time. Changing a Milestone's status won't affect the status of its individual tasks.

Use the Action Plan for:

The Action Plan is a shared roadmap that keeps deals moving. By making responsibilities clear, steps visible, and progress measurable, it supports both sides - helping buyers buy and helping sellers sell. With flexible Milestone progress states and deadlines, you can keep the plan accurate and aligned with how your deals actually move.