Free Resource
Nov 24, 2022

The Free Mutual Success Action Plan Template Every Sales Team Needs

Mark Fershteyn
CEO & Co-founder
“You will get all you want in life if you help enough other people get what they want.”
— Zig Ziglar

Why Your Sales Team Needs A Mutual Success Action Plan

The B2B sales team is the heart of your business. It's where your revenue comes from. And it's where you can impact your company's growth most, especially if you're a senior leader. 

There are critical events that need to happen in every buying process. If you don't use a mutual success plan, those timelines can get pushed. If the milestones are pushed, the deal can be pushed. Momentum is key in sales. If anything is delayed the deal can lose momentum and die.

Salespeople need to be able to educate customers about their products and services, but they also need to understand the customers' needs to identify potential solutions that fit those needs. 

They need this knowledge to provide value above and beyond just selling a product or service — which will increase their chances of closing deals and growing revenue.

As a leader, you should support your salespeople by giving them the tools they need to be more effective when talking with prospects. A mutual success action plan is a simple yet powerful tool for aligning your sales team and getting the most out of each and every member. 

When you think about it, there are only two ways to improve performance: increasing skill or improving motivation. Mutual success action plans help with both. They increase motivation by clearly communicating what each person needs to do to contribute to the group's overall success and increasing skills through feedback on how well people are doing their jobs.

Mutual success action plans work because they provide clear direction for both customers and employees simultaneously. When customers communicate their expectations, it helps sales teams focus on what's important and provides a roadmap for improvement over time — which translates into better performance.

The benefits of using a mutual success action plan include longer-lasting relationships with clients, more satisfied customers who will likely refer other companies to you, increased sales due to referrals, lower costs associated with servicing existing clients, and more.

Implementing A Mutual Success Action Plan

B2B sales teams are often faced with the challenge of providing a service or product that is difficult to understand or that requires a long-term commitment. In this situation, it's easy for prospects to get lost in the weeds or lose interest.

Mutual success action plans are designed to help your B2B sales team succeed during the sales process. They provide a way for B2B sales reps to take control of their conversations with prospects and create more productive discussions.

They also help prospects feel like they're making progress toward making an informed decision about purchasing your product or service. 

Here Are The Steps You Need To Implement A Mutual Success Action Plan:

Step 1- Get Everyone On Board

The first step is to get the entire team on board with the idea. If there are any objections or concerns, address them head-on and try to come up with solutions that make everyone happy.

Before diving into the template's details, provide an executive summary listing all the stakeholders, the project lead, the go-live date, and any other information people need.

Step 2- Set Clear Goals

Set specific goals for each team member, so they know what they need to achieve each week or month. This will help prevent anyone from feeling overwhelmed by their workload and boost motivation among other members of your team who want to see their colleagues succeed.

Step 3- Break It Down

Break down each goal into smaller tasks that can be done over time. Add due dates for each step and update the template frequently with new information.

Step 4- Stay Organized

Keep all your docs in a row. Add case studies, customer success stories, or any other information pertinent to the deal in one place. Staying organized allows your team to collaborate and work faster.

The Free Mutual Success Action Plan Template

The most successful salespeople have a plan for building momentum. They know how to create urgency and excitement so that prospects are eager to talk to them.

To ensure you're getting the most out of every contact with a prospect, you need to organize every step of the sales cycle to maximize revenue and profit.

The free mutual success action plan template from Recapped supports your sales momentum and organization in one fell swoop. This template is a fillable Google Sheet that is ready to use immediately.

When you download the template, you will experience the following:

  • Reliable outlines for the next steps
  • Clear task delegation
  • Visibility of action items
  • Structured timeframes that support sales momentum

77% of B2B buyers say their latest deal was “difficult” or “very complex” to close. At Recapped, we know that while deals can be complicated, the sales processes shouldn't be.

Download the template here

Mutual Action Plan via Spreadsheet

Recapped vs Spreadsheets

Our free template is just the starting point.

With Recapped, you'll be able to do more and represent your brand better:

  • Professional looking and client-facing solution
  • Completely customizable templates
  • Consolidation of marketing material
  • Automatic email reminders
  • Deal engagement score through buyer-centric forecasting
  • Bi-directionally syncs with Salesforce and HubSpot
  • Repeatable processes
  • And more!

For a more professional solution, reach out to request a demo.

Mutual Action Plan Platform by Recapped

Bottom Line

A mutual success action plan is a way for two people to work together to achieve a goal. It can be personal or professional, but both parties must have the same expectations and understand what they can do to help each other.

A successful mutual success action plan has many benefits. It can help you identify exactly what you want to accomplish, set goals and deadlines for your sales team and customers, and ensure everyone is on the same page and understands their roles in achieving the ultimate goal.