The Action Plan (also called the Mutual Action Plan, or 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 Action Plan drives momentum and reduces the chance of stalls or misunderstandings.
What the Action Plan Does
1. Creates shared accountability
Each milestone and task 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.
2. Makes the buying process transparent
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.
3. Reduces friction and confusion
Instead of emailing back and forth or losing track of follow-ups, all next steps live in one place inside the Deal Room. This eliminates ambiguity and prevents tasks from falling through the cracks.
4. Accelerates deal velocity
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.
5. Helps sellers manage multi-stakeholder deals
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.
6. Signals professionalism and builds trust
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.
How buyers experience the Action Plan
Buyers can:
Review milestones and readiness steps
Complete tasks you assign to them
Upload files or fill in required info
Track their progress in real time
See exactly what’s needed to move forward
This creates a guided buying experience — similar to a project plan — directly inside their Deal Room.
How sellers benefit
Sellers can:
Add/remove milestones
Create tasks and deadlines
Assign ownership
Track completion
See where deals are stuck
Use MAP activity as an engagement signal
MAP progress is also included in Analytics, helping you identify stalled deals or highly engaged buyers.
When to use the Action Plan
Use the Action Plan for:
Complex sales cycles
Multi-stakeholder deals
Security, legal, or procurement-heavy processes
Implementation or onboarding preparation
Any deal where clarity and alignment matter
Summary
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.