Mutual Action Plan for Recapped

Collaborate with buyers on a clear timeline of evaluating and implementing your complex products.

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After analyzing more than 20,000 deals from discovery to close, the Recapped team found that momentum is the single most important metric for predicting a deal’s success. We found that once momentum is gone, for any reason, your chances of closing a deal drop exponentially. You can keep momentum going by ending every interaction with clear next steps, and a calendar invite. Every meeting should end with another meeting scheduled and planned, even if it’s tentative. But just showing up to these meetings isn’t enough. You also need to drive value every interaction. This means no “just checking in” or “just looping back around”! Share articles, case studies, or news stories that your buyer can benefit from. Why do you think Amazon, the e-commerce giant, has been so successful? Not only do they have a great selection of products, but you can literally buy something with one click. Buying your product should be as easy as humanly possible. 

Can you imagine providing that level of care and support through the entire buyer journey? Friction is created every time your buyer has to search through their inbox, look through slack, or get information from another stakeholder. This friction kills deals! Harvard Business Review concluded that teams who simplify their buying process will close up to 62% more business! Consolidate everything in one place so it’s as easy as possible for your buyers. Every contract, every case study, and every piece of collateral should be in one place and easy to find.

  • Set milestones and timelines

Understand the flow of all project phases with different views. So you can keep an eye on upcoming deadlines and automatically notify task owners of overdue items.

  • Organize tasks

Build groups for each stage or category of your project and refine them to reflect team or individual ownership.

  • Achieve complete visibility

Categorize tasks based on status and priority so your entire team has access to a real-time source of truth for their work.

Mutual Action Plan for Recapped

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Recapped has made for more predictable forecasting and greater transparency into key deals