Free mutual action plan template
Build a mutual action plan.
Know if it makes the date.
Set the date your buyer needs. Every step gets an owner and a due date, and you see right away whether the plan makes it. If it doesn't, it shows what would.
- Free, no signup
- Deal details stay in your browser
- Copies into email or Excel
1. Set up the dealChange the green words to fit your deal.
A deal with , by .
2. Shape the planOpen any step to change who owns it, how long it takes, or what it waits for.
Your plan, step by step
Evaluate
Decide
Sign
Launch
3. Send it to your buyerPaste it into an email, or download it as a spreadsheet or PDF.
Runs in your browser. Nothing you type is sent or saved.
This one's planned. Now find the next one.
RegieGO finds buyers that match your ICP, researches each account, and drafts every email for you to review.
What is a mutual action plan?
A mutual action plan (MAP) is a shared, dated list of every step between where a deal is today and the day the buyer goes live, agreed by the seller and the buyer together. Each step has an owner on one side or the other, a due date, and a status, so both teams can see what has to happen, who does it, and whether the date still holds.
It's also called a mutual close plan, a joint execution plan or a close plan. A mutual success plan is related but starts later: it covers what happens after the contract, from onboarding to the results the buyer bought for.
The point isn't the document. It's the conversation that builds it: walking the buyer's own process with them, step by step, surfaces the security review, the procurement queue and the signer nobody mentioned, while there's still time to plan around them.
What goes in one
The goal and the date
What the buyer is trying to achieve, and the date it matters by. The date is theirs, not your quarter end.
Every step to get there
Evaluation, the decision, the paperwork and the rollout, in the order they happen.
An owner for each step
On their side or yours, with a name. A step nobody owns is a step that slips.
Due dates that add up
Counted in business days, around weekends and holidays, so the plan proves the date instead of hoping for it.
Status, reviewed together
Done, in progress or not started, updated on every call so a slip shows up the day it happens.
When to send a mutual action plan
Send it once the deal is real, not before. Too early and it reads as pressure; too late and the paperwork has already set the date for you.
- 01
Qualify first
You know the pain, the metrics and who signs.
Score the deal on MEDDPICC - 02
Agree the date
The buyer names when they need to be live, and why then. That date anchors the plan.
- 03
Draft it together
Bring a draft from a template and fill in their steps with them, live. Their process, their owners.
- 04
Review it every call
Five minutes at the top of each meeting: what got done, what slipped, what moves.
Mutual action plan templates
Three free templates, sized by deal. Durations are business days of elapsed time, waiting included, and every one is a starting point to edit. Load one into the builder above, or download it as a CSV for Excel or Google Sheets from there.
SMB
One decision maker, a trial, an order form. Weeks, not months.
| Step | Owner | Business days |
|---|---|---|
| Discovery call | Both | 1 |
| Demo for the buying group | You | 2 |
| Free trial | Buyer | 5 |
| Proposal and pricing | You | 1 |
| Budget approved | Buyer | 2 |
| Contract signed | Buyer | 1 |
| Kickoff | Both | 1 |
| Go-live | Both | 5 |
12 business days to signature, before any slips
Mid-market
A buying group, a technical check, a security questionnaire and one round of redlines.
| Step | Owner | Business days |
|---|---|---|
| Discovery call | Both | 1 |
| Demo for the buying group | You | 3 |
| Agree success criteria | Both | 2 |
| Technical validation | Both | 10 |
| Business case and ROI | Both | 3 |
| Meet the economic buyer | Both | 2 |
| Proposal and pricing | You | 2 |
| Budget approved | Buyer | 5 |
| Security review | Buyer | 10 |
| Procurement and vendor setup | Buyer | 5 |
| Legal review and redlines | Both | 10 |
| Contract signed | Buyer | 1 |
| Kickoff | Both | 2 |
| Go-live | Both | 10 |
34 business days to signature, before any slips
Enterprise
A proof of concept, a full security assessment, procurement and an MSA. Plan in quarters.
| Step | Owner | Business days |
|---|---|---|
| Discovery call | Both | 1 |
| Demo for the buying group | You | 5 |
| Agree success criteria | Both | 3 |
| Proof of concept | Both | 20 |
| Business case and ROI | Both | 5 |
| Meet the economic buyer | Both | 5 |
| Proposal and pricing | You | 3 |
| Budget approved | Buyer | 10 |
| Security review | Buyer | 30 |
| Legal review and redlines | Both | 25 |
| Procurement and vendor setup | Buyer | 20 |
| Contract signed | Buyer | 1 |
| Kickoff | Both | 3 |
| Go-live | Both | 20 |
65 business days to signature, before any slips
Mutual action plan example
A mid-market deal with Northwind Logistics, built on the template above on a Monday, with the buyer's target of a signed contract by Fri, Nov 13, 2026.
- 01
As drafted
Every step in order, legal starting once the proposal is out.
Can't make itSigns Thu, Nov 19 at the earliest
4 business days after your Fri, Nov 13 target.
- 02
Start legal early
Legal starts right after the economic buyer meeting, alongside the proposal, instead of waiting for it.
Can't make itSigns Tue, Nov 17 at the earliest
2 business days after your Fri, Nov 13 target.
- 03
Tighten the validation
The success criteria are cut to the three that matter, so technical validation takes 7 business days, not 10.
TightSigns Thu, Nov 12
Only 1 business day to spare before Fri, Nov 13. One slipped meeting and it moves.
Neither change came from working harder. Both came from the plan: the critical path showed that legal and validation decided the date, and nothing else did. The builder runs the same check for you: on a late or tight plan, it lists moves like these, and the business days each one buys.
How to build a mutual action plan your buyer will use
Start from their date
Ask when they need to be live and what happens if they aren't. A plan built backwards from your quarter end is a forecast, not a plan.
Put the paperwork in early
Security review, procurement and legal take weeks, mostly waiting. Start them alongside the evaluation, not after it.
Give every step a name
"Legal" doesn't review contracts; a person does. Ask who, and put them on the plan.
Count business days
Weekends and holidays are real: a November close loses Thanksgiving and the day after. From Dec 21 to Jan 1 many buyers are out even on working days, so the builder flags their steps that land there.
Watch the critical path
Only a few steps decide the date. Spend your follow-ups there, and let the steps with slack breathe.
Change the plan, not the date
When the plan comes in late, don't just push the target. Overlap the slow steps or scope them down, on the critical path, where it moves the date.
Mutual action plan FAQ
What's the difference between a mutual action plan and a mutual close plan?
Nothing, in practice. Mutual action plan, mutual close plan, joint execution plan and close plan all mean a shared, dated plan from the current stage to signature or go-live.
What is a mutual success plan?
A mutual success plan picks up where the mutual action plan ends: after the contract, it tracks onboarding, adoption and the results the buyer bought for, with owners on both sides. Build the action plan to get to signature, then hand the success plan to whoever owns onboarding.
Who owns the mutual action plan?
The seller builds it and keeps it current; the buyer owns their steps. If the buyer won't put names next to their steps, the deal isn't as real as it looks.
When should I send a mutual action plan?
After discovery, once you know the pain, who signs and the date the buyer cares about. Send a draft from a template, then fill in their steps together on the next call.
What if the deal can't make the target date?
Change the plan before you change the date. Only the steps on the critical path decide when it signs, so work there: start a step during the one it waits for (the business case during the proof of concept), or tighten a long step of your own, like cutting the success criteria to the three that matter. When a plan is late or tight, the builder tries those moves for you and lists the ones that pull the date in, with the business days each one buys. If none is enough, move the target and tell the buyer why.
Can a deal close in the last two weeks of December?
It can, but plan for it. From Dec 21 to Jan 1 many buyers are out, even on days that count as business days. The builder still counts those days, but flags the steps the buyer owns or shares that fall there, and says so when your target does, so you can confirm their people will be in or start those steps sooner. Christmas and New Year's Day are skipped outright with US holidays on.
How long should a mutual action plan be?
As short as the deal allows: 8 steps for a simple SMB deal, 13 or so for mid-market and enterprise. If it needs more than 30 steps, it's a project plan.
Can I use this mutual action plan template in Excel or Google Sheets?
Yes. Build the plan here, then download it as a CSV: it opens in Excel and imports into Google Sheets with every step, owner, due date and status. Copy for email pastes it as a table into Gmail or Outlook.
Is this mutual action plan software free?
Yes, free with no signup, and it runs entirely in your browser.
Does it save my plan, and who can see it?
Nothing you type is sent anywhere. Your plan is saved only if you tick “Keep this plan on this device”, and then only in this browser; untick it and the copy is deleted. A shared link carries the steps and dates, never the buyer, step names or who owns them.
Why count business days instead of calendar days?
Because nobody reviews a contract on a Saturday. The builder skips weekends and the US holidays most companies close for, so a 10-day security review really takes two working weeks.
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