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Mutual action plan
A dated plan both sides can follow, built back from the date the buyer cares about. Share it, update it and keep the deal moving.
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Made with the free Mutual Action Plan from Closewell Studio · closewellstudio.com/resources
How to use it
- 01Set the buyer's goal and goal date with your champion.
- 02Fill in their internal steps. Ask, since you won't know them otherwise.
- 03Put names on both sides of every step.
- 04Work back from the goal date and adjust anything that doesn't fit.
- 05Share it, and update it every week.
Questions
When should we start a mutual action plan?
After discovery confirms there's a fit, and before the proposal goes out.
What if the buyer won't commit to dates?
Ask for the one date that matters to them and work back from it. If nobody can name one, the deal may be stuck.
Where should the plan live?
Inside the proposal as its last chapter, so every reader on the buyer's side sees it.
Related reading
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