SalesMutual action plan

Draft a mutual action plan for a deal

Use after discovery in a complex deal to co-create a step-by-step plan to the close date.

The prompt
prompt.txt
Draft a mutual action plan (MAP) for a B2B deal.

Product: {{product}}.
Buyer: {{buyer_company}}.
Target go-live or decision date: {{target_date}}.
Known steps required on their side: {{buyer_steps}}.
Steps required on my side: {{seller_steps}}.

Produce a table-style plan with columns: Step, Owner (us or them), Target date, Status. Work backward from the target date. Include common steps people forget (security review, legal, procurement, internal sign-off). End with a short paragraph I can use to introduce the plan to the buyer collaboratively.

Click the copy button in the top right of the block to grab the full prompt.

Variables

Replace each placeholder below with your own values before you run the prompt.

  • {{product}}
  • {{buyer_company}}
  • {{target_date}}
  • {{buyer_steps}}
  • {{seller_steps}}
Recommended models
Claude Opus 4.8GPT-5Gemini 2.5 Pro
Tags
#mutual-action-plan#deal-management#enterprise#closing

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