CommitMutual Action Plan
Write down, with the buyer, every step from today to go-live and who owns each one.
Most deals do not die from a firm no. They drift, because nobody wrote down what has to happen, by when, and who is doing it. A mutual action plan (a well-known practice in B2B selling) is a shared timeline that you and the buyer build and keep together so both sides can see the road to a decision.
How to use it
- Start from the date the buyer wants to be live, then work backwards to today.
- List every step on both sides: trials, security review, legal, budget sign-off, kick-off. Use the Decision Process Map to find the ones you would miss.
- Give each step one named owner and a date. "Them" is not an owner.
- Share it where the buyer can edit it, and review it on each call.
- When a date slips, ask what changed and agree a new one openly.
Example
A small studio selling a licence to a publisher agrees a 14-row plan with its champion: technical test by the 10th, legal review by the 24th, signature by month end. When legal slips a week, both sides see it at once and the champion chases internally.
Watch out
- A plan you wrote alone and sent over is your wish list, not a mutual plan.
- Never pad it with invented deadlines to rush the buyer. Pair it with Next Step, Every Time and Clean Handover.