Mutual Action Plan
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Sales Process

Mutual Action Plan(MAP)

Quick definition

A mutual action plan (MAP) is a joint step-by-step plan where seller and customer record what steps are needed to reach a deal, including responsibilities and deadlines.

Detailed explanation

Illustration for Mutual Action Plan

A MAP is your secret weapon in complex B2B deals. Instead of constantly asking the customer "and, how's it going?", you create a plan together: what needs to happen, who does what, and when is it done. This works because you actively involve the customer in the sales process. They don't feel pressured, but helped. A good MAP consists of concrete steps: discovery call, demo, technical evaluation, quote, legal check, signing. For each step you note: who is responsible, what's the deadline, and what's the result. The power is in the word "mutual": both parties commit. If the customer says "we'll do the legal check in week 3", you can come back in week 4 to check status. Without a MAP, sales becomes a black box. You wait, the customer does nothing, and eventually the deal dies. With a MAP you see exactly where you stand and can adjust if someone misses a deadline. Use a MAP as soon as a deal gets serious. Share it in a Google Doc or PDF, so everyone can see it.

Synonyms

Joint action planClose planJoint action planSuccess plan

Examples

1

A software company creates a MAP with 6 steps for an enterprise deal: discovery (week 1), demo (week 2), technical test (week 3-4), business case (week 5), contract review (week 6), signing (week 7). Each step has a responsible person at the customer. The deal closes exactly in week 7.

2

Match-day creates a MAP for every customer during the first conversation. Step 1: diagnosis by salesperson. Step 2: internal pitch by customer to management. Step 3: quote. Step 4: kick-off. This prevents deals from hanging.

When to use this?

Use a MAP for deals with a sales cycle longer than 2 weeks, or for deals with multiple decision-makers. Start with it as soon as the customer shows interest after the demo. Not earlier, otherwise it feels too pushy.

Match-day approach

We teach your team how to introduce a MAP without it feeling salesy. The conversation starts with: "Let's look at what needs to happen on your side to get this right." Then you fill in the plan together. We give you a template that works.

Visual representation of Mutual Action Plan
Mutual Action Plan

Learn more

Wil je weten hoe je mutual action plan effectief inzet in jouw organisatie? Neem contact op met Match-day.

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