Key takeaways
- A Mutual Action Plan (MAP) is a shared roadmap that keeps deals moving
- Trumpet’s MAPs are built into your Digital Sales Room and fully interactive
- MAPs reduce admin, align teams, and make it easy for champions to drive internal progress
- They’re just as powerful for onboarding and CS as they are for closing deals in sales
- Clear timelines, task owners, updates, and automated nudges mean everyone stays on track
What is a Mutual Action Plan, and how does it help close deals faster?
It’s a shared plan that turns intention into action.
A Mutual Action Plan (MAP) is a collaborative checklist that outlines exactly what needs to happen, who owns each task, and when it’s due. The goal? Clarity, alignment, and momentum from the very first call through to go-live.
Trumpet’s Mutual Action Plan software makes this easy by embedding MAPs directly inside your Digital Sales Room (your Pod). That means your buyer doesn’t just receive files, they receive a clear, visual journey to success.
Objection: “We already talk through next steps on calls or in emails.”
The problem is: those steps often get forgotten or buried.
Trumpet solves this by:
- Assigning tasks to both sellers and buyers
- Including real deadlines and priorities
- Making everything visible, collaborative, and trackable
- Allowing you to embed resources, videos, or links next to each action
So, instead of a passive checklist, it becomes a live roadmap that drives progress.
Educate: Shared plans make for better experiences and stronger deals. Buyers are more likely to trust your process when they can see what comes next. And sellers are more confident when they know where blockers exist. Everyone wins.
How does it actually work in trumpet?
Answer: You build your MAP directly inside your Pod.
Trumpet lets you:
- Set due dates for key milestones like onboarding, demos, approvals or contract reviews
- Add task owners, both from your team and the buyer side
- Attach documents, slides or videos to specific tasks
- Automate reminders and status updates
- Track progress in a shared timeline view
It’s built to be intuitive, branded, and fast with reusable templates to help you launch new Pods in seconds.
Objection: “Sounds like a project plan. Why not just use a spreadsheet?”
Because spreadsheets aren’t collaborative. And they’re definitely not buyer-friendly.
Trumpet’s MAPs are built for real engagement. Your champions can tick off tasks, make comments, share internally, and keep everyone aligned without chasing updates or digging through inboxes.
You also get full engagement analytics so you can see who’s viewing what, where things are delayed, and when to step in.
When your buyer sees a clear plan, they move faster and with more confidence. Whether it’s procurement, legal, or onboarding, no one likes surprises. MAPs create calm, clarity, and commitment across every step of the deal.
Is this just for sales teams?
Not at all, CS teams love it too.
Trumpet’s MAPs are just as useful post-sale. Once the deal is signed, you can turn the existing Pod into an onboarding workspace, with:
- Kick-off checklists
- Training schedules
- Mutual success plans
- Links to product documentation
- Shared accountability across teams
Because the layout is consistent and already known to the buyer, the transition is smooth, no more starting over or losing deal context.
Objection: “Our CS team already sends onboarding docs via email.”
That works, until things go wrong. Tasks get missed. Context is lost. Internal stakeholders are left guessing. Trumpet solves this by giving everyone a single source of truth structured, interactive, and always up to date. When you remove chaos from the post-sale experience, you boost retention and customer satisfaction.
Trumpet MAP features
✅ Set due dates for each action item
✅ Assign task owners across both internal and external teams
✅ Attach files, slides, videos directly to tasks
✅ Add comments to collaborate inside the plan
✅ Automated notifications to keep progress moving
✅ Track completion in a simple visual format
FAQ’s
What is a Mutual Action Plan in Trumpet?
A MAP is an interactive roadmap shared between your team and the buyer, with clear milestones, owners and deadlines.
Can I use MAPs in both Sales and CS?
Yes, MAPs are used throughout the full customer journey: sales, onboarding, renewal and expansion.
Do buyers need to log in to view the plan?
No log-in required. Buyers can access, comment, and interact from a single secure link.
Can I track who is completing which task?
Yes. You can see engagement analytics by user and task, and get alerts on overdue or completed actions.
Are Trumpet’s MAPs customisable?
Absolutely. You can create your own templates, apply your branding, and personalise each plan for specific deals or customer types.
Final thoughts
Mutual Action Plans are the modern way to align teams, close deals faster, and deliver customer success from day one. It helps keep you and your customer on the same page. With trumpet, MAPs become effortless, they’re built into your deal workflow and designed to make both you and your buyer look like pros.
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