Modern sales teams use Mutual Action Plans to manage their deals, align timelines with champions, and better forecast outcomes.

This template contains an enterprise Mutual Action Plan and assists in enforcing the Challenger Sales framework.
↳ Visit Challenger's website to learn more about their methodology and frameworks.

Challenger is the global leader in training, technology, and consulting to win today’s complex sale, and is known for their best-selling books, The Challenger Sale, The Challenger Customer, and The Effortless Experience. This template contains pre-filled qualification questions for The Challenger Method's "TEMPO":

1. Target
2. Engage
3. Manage
4. Plan to close
5. Operate & Grow
   

Recapped makes it easy for your team to incorporate your favorite qualification framework like Challenger Sales, and ensures it's being used on every single deal. No more having to send countless emails and tedious spreadsheets. The Recapped customer collaboration platform streamlines your deals,  consolidates every stakeholder in a single place, and ensures perfect deal execution.

If you're having trouble with adoption, or want to increase the accuracy of your forecasting, this template is perfect for you.

‍

Who this template is for:

1. Sales leaders that want to improve forecasting, standardize their sales process, and ensure enforcement of their sales methodologies including Challenger Sales methodology, and
2. Account Executives that want to drive better qualification questions, accelerate their sales cycles, and forecast deals with higher accuracy.
   ‍

Benefits of this template:

1. Sync bi-directionally with Salesforce or HubSpot
   ‍Create client-facing Mutual Action Plans in seconds, and instantly sync them to your CRM. Recapped automatically syncs all Account and Opportunity fields bi-directionally in real-time. ‍
2. Standardize your qualifying framework
   ‍Arm your team, and your champion, with the right information at every step of the deal. ‍
3. Increase rep adoption of Challenger Sales methodology on deals
   ‍Ensure that reps are asking the right questions, and giving yourself a competitive advantage on deals.

What's in this template:

1. Executive summary to align stakeholders
2. Next Steps to set clear timeline of necessary steps, including evaluation, proof of concept, commercial, legal, and implementation
3. Resources, marketing content, case studies, and other materials your champion needs
4. Pricing proposal, legal contracts, and RFP's
5. Examples of the Challenger Sales Model qualification questions
6. Internal Notes to help you manage the deal
7. CRM sync to bi-directionally sync with Salesforce or HubSpot