Mutual Action Plan

Never lose your deal’s momentum

Simplify your entire deal cycle with a mutual action plan that turns milestones into momentum. Make everyone accountable, set deadlines, and track every single action without any fog in a single place.
Mutual Action Plan

Turn complex deal stages into a clear mutual action plan that keeps you and your buyers moving forward together

Tear down the deal’s stages into a sequence of steps

Give end-to-end visibility to your buyers instantly by breaking down the deal into simple stages and clear action items within a mutual action plan that keeps every step organized.

Mutual Action Plan

Attach relevant resources to the steps

Provide the buyers with the necessary resources, such as PDFs, links, and demo videos, to guide them in taking the appropriate action.

Resource in Mutual Action Plan

Assign stakeholders and set due dates

Add the respective persons from your end and the buyer's team to each action item and set deadlines for each task by collaborating with your champion and other stakeholders.

Set custom due dates

Bring everyone on the same page

Share the complete picture with all participating stakeholders through a mutual action plan. Engage everyone in a single workspace, send timely updates to your buying committee, and close each step with mutual confidence.

Stakeholder Management

Unleash the power of a streamlined sales engine!

Explore our ever-expanding list of integrations that connect your favorite tools, automate tasks, and sync your mutual action plan across platforms.
Salesforce logo
Salesforce
Deal room insights, stakeholder analytics and intent signals made available within your Salesforce application.
Hubspot Logo
Hubspot
Deal room insights, stakeholder analytics and intent signals made available within your Hubspot application.
slack
Slack
Receive instant notifications on buyer activity, deal progression and other updates in realtime.
loom
Loom
Embed your Loom videos directly into the Buyerstage platform and offer an engaging buying experience. 
Arcade Logo
Arcade
Import your beautiful product demos from Arcade and showcase it in your Buyerstage portal.
Google Logo
Google Workspace
Import your Google slides, sheets, docs or any other collateral directly from your google drive.
Explore All Intergrations
TESTIMONIALS

Words of motivation from industry leaders

I love this product so much: Buyerstage – providing a Digital Sales Room (DSR) and Mutual Action Plan (MAP) making the sales process so much streamlined for the buyer.  For Sales Operations leveraging DSR and MAP means more efficient account planning and strategic alignment with buyer needs, ultimately driving sales effectiveness.
Reint
Reint Kunst
Director of Revenue Operations
Buyerstage offers extensive data and analytics that provide a comprehensive insight into your buyers/customers right at your fingertips. It empowers you to engage in more precise and personalised interactions, leading to a threefold increase in conversion rates and the development of highly effective sales strategies.
Acceldata Logo
Aylwin, Acceldata
Aylwin Low
Senior Regional Sales Director
Buyerstage solves a very important problem in B2B sales. The ability to showcase the capabilities and value prop of a product without the need to bring all the stakeholders on a single call but give the freedom and flexibility to the customer to not just understand the solution but also interact with the vendor in their own time without the need to switch between multiple communication tools like email, slack etc. This could positively influence the customer buying journey, reducing the time taken to make a decision.
Ratna Chargebee
Rathna Kumar
Director of Account Management
Without the appropriate platform, communication, documentation, and engagement with your prospects can become significant friction points in your buyer journey, which can lengthen the sales cycle. It is a must-have for keeping your leads engaged and ultimately closing them!
Buyapowa
Carlos Lopez
Carlos Lopez
SDR Team Leader

Close your deals through

step-by-step collaborative journey

Sign up for free today and see how Buyerstage’s mutual action plan helps you close deals faster with clear steps, accountability, and alignment.

FAQs

What is a mutual action plan in Buyerstage?
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A mutual action plan in Buyerstage is a shared workspace where buyers and sellers align on key milestones, tasks, and deadlines to move a deal forward collaboratively.
How does the mutual action plan help sales teams close deals faster?
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Buyerstage’s mutual action plan keeps every stakeholder accountable with clear timelines and task ownership. This transparency reduces delays, shortens deal cycles, and increases close rates.
Can buyers edit or update the mutual action plan?
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Yes. Buyers can add comments, update progress, or mark tasks complete, ensuring both sides stay aligned and the plan reflects real-time deal movement.
Does the mutual action plan integrate with CRM tools?
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Absolutely. The mutual action plan syncs with CRM platforms like Salesforce and HubSpot, allowing teams to track updates, milestones, and next steps directly from their workspace.
Who should use the mutual action plan feature in Buyerstage?
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Sales teams, account executives, and customer success managers can use the mutual action plan to organize complex deals, manage buyer committees, and ensure every step toward closing is visible and coordinated.