Overview
The Mutual Action Plan Notion template is designed to streamline the sales process, ensuring alignment between the sales team and stakeholders.
Overview: Lists the project lead, customer, go-live date, and current status. Also includes a section for call notes.
Stakeholders: Identifies key people involved, their roles, and companies.
Success Criteria: Details client challenges, desired outcomes, and requirements for success.
Project Tracker: Outlines key milestones, owners, participants, due dates, and action items. This helps in tracking the project's progress and ensures everyone is on the same page.
Relevant Resources: Provides a space for embedding links to important documentation like case studies and client testimonials.
This template serves as a roadmap for the sales team, aiding in stakeholder communication, progress monitoring, and efficient deal closure.
Prompt Suggestions. Try asking ChatGPT...
How do I build a mutual action plan in Notion? What’s the best structure for aligning with external partners? Can I track key deliverables and milestones collaboratively?
Key Features
Use Cases
Client collaboration, onboarding alignment, deal momentum tracking
Built for Product Teams, Founders and Sprint Planning
Use Cases
- Shared action tracker with contact links - Fields for mutual goals and timelines - Deal health and risk insights - Useful for B2B sales or onboarding - Visibility for both parties
Target Audience
Sales teams, Customer success leads, Strategic planners, B2B founders
Used by B2B sales and post-sales teams to align actions with client goals.
FAQs
Is this MAP suitable for B2B sales?
How does the 'Mutual Action Plan Template' template help with client collaboration?
Mutual Action Plan Template
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