Free template
Free Mutual Action Plan Template
A mutual action plan is a shared list of the steps a buyer and a seller both need to complete before a deal is signed, with an owner and a due date for each. This free template gives you the structure: milestones, owners on both sides, dates, status and decision criteria.
Sample data. Company names and prices are fictional.
Free to download and edit. No sign-up.
What is in the template
- Milestones, from confirming success criteria through technical review, pricing, legal review, signature and kickoff.
- An owner on each side for every milestone, so nothing depends on one person remembering.
- Due dates and status (not started, in progress, done, blocked).
- Decision criteria: the few things that must be true for the buyer to say yes.
- Target decision and go-live dates at the top, so every milestone is planned back from them.
The sample rows use fictional companies and people. Replace them with your own.
How to use a mutual action plan
Build the plan with the buyer, not for them. Ask what has to happen on their side before they can sign, write each step down with a name and a date, and add your own steps alongside. Review it together on every call and update the status while you talk.
A plan like this is most useful once several people are involved. It gives your champion something concrete to share internally and shows you early when a step is slipping. For more on that, see multi-threading and the definition of a mutual action plan.
How deal rooms keep the plan live
A spreadsheet goes stale the moment it is emailed: each side ends up with its own copy. In forquotez, the mutual action plan lives in a deal room, a private branded space for one deal where the buyer and the seller see the same plan, the shared documents and the quote. When a milestone changes, both sides see it.
Keep the plan live in a forquotez deal room, next to the quote your buyer is deciding on.
Start a free 30-day trialFrequently asked questions
What is a mutual action plan?
It is a shared plan listing the steps both the buyer and the seller need to take to reach a signed deal, each with an owner and a due date.
When should I introduce one?
Once the buyer has shown real intent and more than one person is involved in the decision. Introducing it too early can feel presumptuous.
Who owns the plan?
Both sides. The seller usually drafts it, but each milestone needs a named owner from the party responsible for it.
Is the template free?
Yes. It is free to download in Word and Excel, with no sign-up.