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We need to talk about Mutual Action Plans...
A static Excel sheet is not a plan, there’s no collaboration, no shared accountability and certainly no visibility into buyer engagement. It’s just a file sitting in someone’s inbox, collecting dust.
Mutual Action Plans should be the strategic heartbeat of your deal. When built well, they do more than just track steps – they build trust, show competence and align both buyer and seller around clear outcomes. It keeps you both accountable, and when used correctly can really shape a deal. Once you're used to getting the best and most use from a MAP, you'll never go back.
Cons of using spreadsheets for Mutual Action Plans:
- Disconnected from real-time activity
- Lack visibility and engagement tracking
- Can’t assign ownership or deadlines easily
- Feel cold and one-sided to buyers
- Often go ignored or forgotten
- Look boring and static
Pros of spreadsheets:
- Easy to create initially
- Familiar interface
- Good for simple internal use
Now, compare that to a Mutual Action Plan built inside a digital sales room such as trumpet...
MAP vs Spreadsheet
A mutual action plan in trumpet is designed to be dynamic, visual and engaging. Rather than sending a document, you’re inviting your buyer into a shared digital space where steps are transparent, timelines are clear and tasks are co-owned. They are truly MUTUAL.
Mutual action plans should be the strategic heartbeat of your deal. When built well, they do more than just track steps – they build trust, show competence and align both buyer and seller around clear outcomes. It keeps you both accountable, and when used correctly can really shape a deal. Once you're used to getting the best and most use from a MAP, you'll never go back.
With a well-structured MAP, you can:
- Prevent late-stage surprises
- Clarify stakeholder responsibilities
- Align business value with timelines
- Build internal consensus
- Create a shared sense of progress
Using trumpet, sellers are ditching static spreadsheets in favour of interactive Digital Sales Rooms. These pods let you create a mutual action plans directly into the experience, complete with editable timelines, assigned owners and milestone tracking.
Not only are they more visual, but you buyers engage. You can track who’s viewing what, assign cetain tasks to your team and your buyers, seen when they’re active and even who is contributing to the MAP itself. That visibility unlocks smarter follow-up, better multithreading and faster cycles.
If you work in B2B sales it’ should be essential part of your deal.
Watch our demo below:
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