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Mutual Action Plan Template now
Drive Best-in-Class Sales Execution & More
Predictable Revenue with a Single Document
Momentum is the single greatest determinant of sales success. Knowing what comes next can save your next deal.
Organize every step of your sales cycle and anticipate any detours that could slow it down. Create a detailed plan that keeps your entire revenue team and your clients accountable for achieving a successful sale.
And do it all with one free, fillable Google Sheet courtesy of Recapped.
What is a Mutual Action Plan?
You may know them as Joint Engagement Plans, Close Plans, or Mutual Success Plans. To us, they’re the key to successful sales cycle management and stakeholder alignment.
Mutual Action Plans get deals done faster, with less friction. They give Account Executives concrete documentation to map out the action items required for deal closure and client satisfaction throughout onboarding.
The result is fewer balls dropped and more deals completed.
Recapped helped us shorten our sales cycle significantly, it helped aligned both parties in a seamless way. I also saw a noticeable difference in terms of proactiveness from the customer - no more confusion on next steps or lost email attachments.
Recapped is such a beneficial tool to provide visibility to our clients and organize the next steps to move forward with the onboarding plan. We know what's coming, & have personalized workspaces for each client.
Create Frictionless Sales with Mutual Action Plans
Take Your Buyer Journey to the Next Level
Mutual Action Plans eliminate frustrating, deal-destroying friction from your pipeline.
⚠️ But what if your reps don't use it?
Recapped, a mutual action plan platform was purpose built for standardizing mutual collaboration.
If you want to increase rep productivity👆
Recapped gets you through the finish line. 🎯
💡 Learn more about How High-Performing Teams Utilize Digital Sales Rooms for SaaS Sales Execution.
We want to enable you to tap into the full sales execution potential of mutual action plans.
💡 Learn more about mutual action plans through Recapped vs Spreadsheets.
Start using customizable, trackable Mutual Action Plans synchronized in a system that brings all your stakeholders together. See what Mutual Action Plans can do on our revolutionary platform.