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..

Automate your action plans for opportunities

Provide rich content for prospects

Add stakeholders easily to existing plans

Get free trial

Request demo

What are Mutual Action Plans?

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.

Create custom branded collaborative spaces for you, your team, and clients

Identify and forecast accurately with our Deal Engagement Score

Communicate with clients and track their engagement in one place

Standardize your entire process while having complete flexibility

Seamlessly update your CRM and recap your conversation notes

Hold teammates and clients accountable to next steps with automatic email reminders

Share relevant marketing content to help enable your champions

Why do legacy Mutual Action Plans fall short?

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.

Legacy Action Plans

Have to manually update fields and send reminder emails.

Not able to assign steps to clients and stakeholders.

Can't hide call notes and content from clients.

Difficult to manage and add new stakeholders into existing deals.

Important content like contracts, links, and PDF's are spread across dozens of emails

No way to track prospect engagement and interest.

No CRM integration to automatically pull in deal stages, close dates, and other key deal information

Lack of visibility for sales leadership on where, when, and why a deal is stalled.

PoC’s in Recapped

Automatic email reminders and notifications for every stakeholder involved.

Easily assign steps to clients and internal teammates in seconds.

Hide content from clients to gather requirements, take deal qualification notes, and share content.

Quickly add new stakeholders and manage existing relationships.

Consolidate all your sales content into a single easy-to-find place for buyers and clients.

Deal Engagement Score that updates in real-time to guide you on your most critical deals.

Integrate with Salesforce in seconds to automatically pull deal stages, contacts, and other key information.

Complete visibility for all levels of sales leaderships.

Streamline your complex pilots

Create accountability and transparency for every stakeholder involved.

Duplicate your best evaluations

Enable your team to run flawless enterprise pilots, and stand out from the competition.

Integrate with your favorite tools

Instantly sync with Salesforce, Google Drive, Dropbox and more to reduce duplicate work.