Mutual Action Plan Software by Recapped
Stand out with mutual action plans that keep prospects accountable. Close more deals and make sure nothing falls through the cracks.
A Mutual Action Plan, also known as Joint Engagement Plans (JEP's) or Close Plans, are documents that Account Executives create to manage their sales cycles with client or customer.
A strong Mutual Action Plan includes key dates and milestones through the close of the opportunity, and often even through completion and implementation to a Customer Success team member.
Mutual Action Plans also include a summarized analysis of the needs, goals, and objectives of the evaluation or product offering. They are effective in keeping your deals on track and holding customers accountable. They also give your customer comfort and confidence with your company and solution in return.
Is your company doing Mutual Action Plans at all? If so, great! You're ahead of an estimated 78% of sales organizations out there.
But while legacy mutual action plans are great, today they are often only sent via e-mail as a word doc, PDF, or manual spreadsheet. Those formats are all stagnant files that our research shows, gets looked at once during the start of the sales cycle, and are never reviewed or pulled up again.
Create total transparency and accountability for your buyers and stakeholders
Ensure best practices are followed on every single deal, every single time
Real-time insights into what's been done, what's coming up, and actual client interactions