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Mutual Action Plan
Build a mutual action plan to keep a deal moving.
Added May 11, 20260 views0 copies
Prompt
Act as an enterprise account executive. Prospect: [COMPANY] Champion: [CHAMPION_NAME_AND_ROLE] Decision-maker (if different): [DECISION_MAKER] Other stakeholders: [STAKEHOLDERS] Deal size: [SIZE] Target close: [DATE] Where we are in the cycle: [STAGE] Remaining concerns or blockers: [BLOCKERS] Build a mutual action plan (MAP): 1. The agreed business outcome (what success looks like for them in 12 months) 2. Working backwards from go-live to today — every milestone 3. Each milestone with: date, owner (theirs or mine), deliverable 4. Decision-maker touchpoints planned in 5. Procurement / legal / security steps with realistic durations 6. Risk register: 3 things likely to slow this down + pre-planned response 7. The single yes/no question each side needs to answer at each stage Format as a 1-page table the champion can share internally. End with the email I'd send to introduce the MAP to the champion.
Replace text in [BRACKETS] with your own values before pasting.