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Part of Revspire Deal Room
Every Revspire deal room has a mutual action plan: the steps to a buying decision, each with an owner on the buyer or seller side and a due date. Buyer stakeholders get their own tasks, and owners are nudged when dates slip.
In every deal room
The plan sits in the digital sales room the buyer already uses, next to the content they are reading. Assign owners, set due dates and keep one version that both sides can see.
Shared ownership: Assign tasks to buyer stakeholders.
Reminders: Owners are nudged when dates slip.
Mutual action plan software keeps the shared plan for a deal in one place that buyer and seller can both see: the steps to a decision, an owner for each step on the buyer or seller side, and a due date. It reminds owners, shows what has slipped and gives the seller a view of who on the buying side is engaged.
A mutual action plan (MAP), also called a mutual close plan or joint execution plan, usually works backward from the date the buyer needs to be live. It differs from a close plan in the CRM, which only the seller sees.
More in the glossary: what is a mutual action plan?
What it does
Each milestone has an owner and a due date, on the buyer side or the seller side, so nobody has to ask who has the next move.
Assign steps such as the security review or the business case to named people in the buying group, not only to your own team.
Revspire nudges owners when a due date slips, so follow-up does not depend on a rep remembering to chase.
An AI-built map of the buying committee sits in the same deal room and flags deal risks. Use it to check that every buyer step has an owner who is active in the deal.
AI recommends approved assets by deal stage and stakeholder role, so each step on the plan has the material it needs.
See in real time who on the buyer side is engaging with the room, next to the steps they own.
In Revspire's mutual action plan benchmark, deals with a plan were won 35% of the time, against 28% without one. That is a pattern in our customers' data, not proof of cause.
Free, no sign-up
Enter a kickoff date, a target signature date and the two owners. Copy the plan into a sheet, or use it to see what a deal room plan would hold.
Free builder
Enter the kickoff and target signature dates and the two owners. Milestones are spaced across the window, with launch steps after signature; adjust any date with your buyer.
Pick both dates to put real dates on every milestone.
| Date | Milestone | Buyer owner | Seller owner | Done when |
|---|---|---|---|---|
| 1. Align | ||||
| Pick both dates | Problem, goals and success criteria agreed | [Name] | [Name] | Buyer confirms the summary in writing |
| Pick both dates | Buying group identified | [Name] | [Name] | Every role on the stakeholder map has a name or a plan to find one |
| Pick both dates | Mutual action plan reviewed together | [Name] | [Name] | Buyer has edited and accepted the plan |
| 2. Evaluate | ||||
| Pick both dates | Tailored demo or workshop | [Name] | [Name] | Evaluators confirm their use cases were covered |
| Pick both dates | Technical validation or pilot | [Name] | [Name] | Agreed pilot criteria met, or gaps documented |
| Pick both dates | Business case drafted with the champion | [Name] | [Name] | Champion can present it without the seller |
| 3. Validate | ||||
| Pick both dates | Security and IT review | [Name] | [Name] | Questionnaire answered and reviewer signs off |
| Pick both dates | Reference conversation | [Name] | [Name] | Buyer has spoken to a comparable customer |
| Pick both dates | Executive sponsor meeting | [Name] | [Name] | Economic buyer confirms priority and budget |
| 4. Decide | ||||
| Pick both dates | Commercial proposal | [Name] | [Name] | Proposal accepted or redlined |
| Pick both dates | Procurement and vendor onboarding | [Name] | [Name] | Vendor set up in the buyer's systems |
| Pick both dates | Legal review of contract and data terms | [Name] | [Name] | Final terms agreed by both legal teams |
| Pick both dates | Signature | [Name] | [Name] | Contract signed by the authorised signer |
| 5. Launch | ||||
| Pick both dates | Kickoff and onboarding plan | [Name] | [Name] | Implementation owners and dates agreed |
| Pick both dates | First value review | [Name] | [Name] | Buyer confirms progress against the shared goal |
Want the editable version, with the checklist and review notes? We email the Word, Excel and PDF files to your work address, free.
Choosing
Mutual action plans are part of Deal Room, which is added to Content Hub. Revspire is priced by module with unlimited user licenses; about $25,000 USD a year on average. The first team is typically live 2 weeks after signature, and full rollout takes about 6 weeks. Revspire has no free plan or trial; see pricing.
Comparing vendors? We list nine tools with their published prices and free plans in mutual action plan software compared.
FAQ
Mutual action plan software keeps the shared plan for a deal in one place that buyer and seller can both see: the steps to a decision, an owner for each step on the buyer or seller side, and a due date. It reminds owners, shows what has slipped and gives the seller a view of who on the buying side is engaged.
A mutual action plan (MAP) is a shared, dated list of the steps, owners and milestones that a buyer and seller agree to complete on the way to a purchase decision and go-live. It is also called a mutual close plan or joint execution plan.
Yes. Every Revspire deal room has a mutual action plan with owners and due dates. Tasks can be assigned to buyer stakeholders, and owners are nudged when dates slip. It is part of the Deal Room module, not a separate product.
Yes. Tasks are assigned to named buyer stakeholders as well as to the selling team, so each side can see what it owes and by when.
Revspire nudges the owner when a date slips. Because the plan sits in the deal room both sides use, a late step is seen early and the dates can be agreed again.
The deal room has an AI-built map of the buying committee that flags deal risks. Use it next to the plan to check that each buyer step has an owner who is active in the deal.
The plan builder on this page is free and needs no sign-up: enter two dates and the two owners, then copy the plan. Revspire itself has no free plan or trial. Some deal room vendors publish free plans, and our comparison of mutual action plan tools lists them with the date we checked.
Mutual action plans are part of Deal Room, which is added to Content Hub. Revspire is priced by module with unlimited user licenses; about $25,000 USD a year on average.
The first team is typically live 2 weeks after signature, and full rollout takes about 6 weeks.
A template is enough for a few deals a quarter with one or two buyer contacts. Software earns its place when several people on the buyer side own steps, when managers need to see slipped dates across many deals, or when the plan should sit with the content the buyer is reading.
Once the buyer has confirmed a real problem and a target date, usually after discovery or a first demo. Proposing one before that can feel presumptuous.
A close plan is usually the seller's internal view of how a deal will close. A mutual action plan is built with the buyer and shared with them, so both sides own the steps and the dates.
In Revspire's benchmark of closed opportunities from about 40 B2B companies, deals with a mutual action plan were won 35% of the time, against 28% without one. That is a pattern in our customers' data, not proof of cause; the method and sample are on the benchmark page.
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