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Mutual Action Plan: Joint action plan for effective deals

Dominik Rapacki
CEO @meetergo
2 minutes reading time
Table of contents
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Mutual action plans are a proven tool for efficient collaboration between sales teams and customers. They allow both parties to set clear goals and work towards them. This article explains the importance of collaborative action plans in sales, how they can benefit the sales team, and the components of a successful action plan.

The Importance of Mutual Action Plans in Sales

Joint action plans are an essential part of a successful sales strategy. They serve to set the goals and the plan to achieve those goals. Joint action plans help to clearly define the roles and responsibilities of everyone involved and ensure that everyone is pulling together to achieve the desired results.

Mutual Action Plans: Benefits

Implementing shared action plans provides several benefits for the sales team:

  • Better collaboration and communication : Joint action plans create clear structures and guidelines for collaboration between the sales team and the customer. This improves communication and increases team effectiveness.
  • Increasing effectiveness and efficiency : By setting concrete goals and milestones in the action plan, the effectiveness of the sales team and the efficiency of the entire sales process are increased. Every step is planned and implemented in a targeted manner.

The components of a successful action plan

A successful action plan includes several key components that help achieve sales goals. It is important to carefully plan and implement these ingredients to achieve the desired results. MAPs are also often used in digital deal rooms .

Goal setting and measurability of results

The action plan should define clear and specific goals that are measurable and achievable. By setting concrete goals, all team members know what is to be achieved and can direct their activities towards it. The measurability of results allows progress to be assessed and areas for improvement to be identified.

Identification of the target group and customer needs

Accurately identifying the target audience and their needs is crucial to successfully connecting with potential customers. By analyzing customer data and market information, relevant information can be obtained to adjust sales strategy and better understand customer needs. This enables the target group to be addressed in a targeted manner and helps to achieve a higher success rate for sales.

Definition of activities and responsibilities

An action plan should contain clear guidelines as to which activities must be carried out and who is responsible for them. This ensures clarity and transparency within the sales team and prevents misunderstandings or duplication. Each team member knows exactly what needs to be done and can focus on completing it efficiently.

Schedule and Milestones

A realistic timetable is important to monitor the progress of the action plan and ensure that the goals set are met. By setting milestones, the team's progress can be reviewed and evaluated. Milestones serve as interim results, allowing the success of the action plan to be measured and adjustments to be made as needed.

excel template mutual action plan

Free Mutual Action Plan Template

Action plans play an important role in sales in order to define concrete goals and measures together with the customer. To help you get started with creating a mutual action plan, we offer a free downloadable template. This template includes a structured methodology and relevant sections to efficiently flesh out your action plan. This template allows you to work closely with your sales team and work toward a successful close rate. Download the template and start your joint sales strategy today!

Download the free Mutual Action Plan template.

tools and methods

As the leading sales enablement tool, meetergo offers a comprehensive solution for the effective use of mutual action plans in sales. With meetergo you can not only create individual action plans, but also optimize the cooperation with your customers. The tool allows you to create, share and edit Mutual Action Plans in real-time to ensure all relevant stakeholders are engaged in the strategy.


meetergo is not only made in Germany, but also GDPR-compliant and can be seamlessly integrated into your CRM system, including Salesforce, HubSpot and Pipedrive. By integrating meetergo into your CRM, you can track the entire sales process, centrally manage customer data and increase the efficiency of your sales team.

With meetergo you have the opportunity to optimize your sales strategy and increase your closing rates. By working closely with your customers and clearly elaborating common goals and action plans, you can improve the dynamic and flexibility in your sales pitches. Joint action plans enable you to identify and resolve potential conflicts at an early stage to ensure smooth collaboration.

meetergo offers you an easy-to-use platform where you can create action plans, engage stakeholders and track progress in real-time. With this tool you can ensure that everyone involved is working towards the same goal and together maximize the success of your sales. Don't miss the opportunity to use meetergo to optimize your sales strategies and close deals more effectively.


valuecase's software is relatively new and still offers a small range of functions. GDPR compliance is not entirely clear at valuecase, as Calendly, which is not GDPR compliant, is integrated by default. Of course, we have prepared a detailed analysis of the meetergo alternative value case for you.


The tool from Berlin has been on the market a little longer and offers a not entirely modern look and operation. The price of €399 per month and an additional €49 per month and user also seems very expensive. We have also prepared a detailed analysis of the meetergo alternative emlen for you.

mind mapping

Mind mapping is a popular method for visualizing ideas and concepts. Main topics and subcategories are organized in a graphic representation. Mind mapping can also be used to create an action plan by setting main goals and sub-goals. These can then be linked to concrete activities and responsibilities.

SWOT analysis

SWOT analysis is a tool used to assess a company's or project's strengths, weaknesses, opportunities, and threats. When creating an action plan, a SWOT analysis can help analyze the internal and external context and identify potential opportunities and threats. On this basis, targeted activities and measures can be developed to expand strengths and minimize weaknesses.

SMART principle

The SMART principle is a method for setting clear and measurable goals. It stands for specific, measurable, attainable, relevant and time-bound. When creating an action plan, the goals should be SMART to ensure they are clearly defined and verifiable. By setting clear goals, activities and progress can be better tracked.

umsetzung MAP

Successful implementation of action plans

After a joint action plan has been created, it is important to regularly review and adjust. Changes in the market situation, customer needs or internal resources may necessitate an adjustment of the action plan. Regular review and adjustment ensures that the action plan contains relevant and effective measures.

Communication and training of the sales team play a crucial role in the successful implementation of action plans. The goals, activities and responsibilities must be communicated clearly and unambiguously so that all team members have the same vision and understanding. In addition, training can help upskill the team by improving the skills and knowledge needed to implement the action plan.

Measuring and analyzing results is another important step in successfully implementing action plans. By measuring and analyzing the results achieved, success factors can be identified and potential for improvement uncovered. This makes it possible to continuously improve the action plan and increase the effectiveness of the measures.

A continuous improvement and adjustment of the action plan contributes to the long-term increase in success in sales. By identifying success factors and potential for improvement, weaknesses in the action plan can be recognized and eliminated. It is important to regularly review and adjust the action plan to ensure it meets current business needs and customer needs.

Conclusion: The importance of mutual action plans in sales

In summary, joint action plans can be described as an effective tool for increasing effectiveness and efficiency in sales. A clear goal setting, careful identification of customer needs and close cooperation between the sales team are crucial for successful planning and implementation.

Tools and methods such as mind mapping, SWOT analysis and the SMART principle can help in creating action plans by providing a structured approach and supporting the development of clearly defined and measurable goals.

A continuous review and adjustment of the action plan as well as the identification of success factors and potential for improvement are crucial for a long-term increase in success in sales. By regularly reviewing and adjusting the action plan, it can meet changing business needs and customer needs.

By implementing joint action plans, companies can achieve better collaboration and communication in the sales team and increase the effectiveness and efficiency of their sales activities. Joint action plans offer a structured and systematic approach to achieve the goals set and to make the sales process more effective.

Overall, joint action plans are an effective tool to increase sales success and fully exploit the potential of the sales team. With clear goal setting, careful planning, and regular review and adjustment, companies can more efficiently meet their sales goals and increase growth and profitability.

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