‍The most successful sales teams use Mutual Action Plans to manage their deals and align timelines with buyers to better forecast outcomes.

This template contains an enterprise Mutual Action Plan and assists in enforcing the ValueSelling Framework®️.
↳ Visit ValueSelling Associate's website to learn more about their methodology and framework.

The ValueSelling Framework®️ provides the seller and the buyers with a process to engage, qualify, advance, and close the sale. It helps sellers sell on value and not price. This template contains pre-filled qualification questions for:

1. Business Issues
2. Anxiety Questions
3. Problems
4. Solutions
5. Value
6. Power
7. Plan
   

Recapped makes it easy for your team to incorporate your favorite qualification framework like the ValueSelling Framework®️, 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 sales productivity, this template is perfect for you.
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Who this template is for:

1. Sales leaders that want to improve forecasting, standardize their sales process, and ensure enforcement of their sales methodologies, and
2. Account Executives that want to drive better qualification questions, accelerate their sales cycles, and forecast deals with higher accuracy.
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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. Close deals faster
   ‍Arm your team, and your champion, with the right information at every step of the deal. ‍
3. Increase adoption of the ValueSelling Framework®️ on reps' deals
   ‍Ensure that reps are asking the right questions, and stand out from the competition.

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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 ValueSelling Framework®️ questions
6. Internal Notes to help you manage the deal
7. Integrate Salesforce or HubSpot to bi-directionally sync