Mutual Action Plan Software
The Intelligent Mutual Action Plan for every stage of the journey.
Collaborate with buyers and customers on shared next steps, track progress in real time, and create clear accountability from deal to onboarding
The same plan closes the deal and runs onboarding
Our Mutual Action Plan tracks every step from first demo to go-live, and keeps working long after the deal closes.
One shared source of truth, not five spreadsheets
Keep every stakeholder in sync with one shared plan, from first demo through to renewal.
✓ Shared source of truth
See the whole journey, not just the next step
The horizontal progress tracker shows exactly where a deal stands, with list or calendar view.
✓ Never miss a beat
The plan that survives the handoff
Ownership passes cleanly from AE to CSM, so the same plan runs the deal and the onboarding.
✓ Sales to CS continuity
Drop in the call. Copilot fills in the plan.
Copilot listens to your Gong calls and reads your transcripts to turn what was agreed into a fully built Mutual Action Plan.
Built from the call, not from scratch
Feed in a Gong recording and Copilot creates a MAP with steps, owners and dates already filled in.
✓ AI-built from calls
Update it by just saying so
Ask Copilot to change a step, reassign an owner or shift a date, in plain language.
✓ Natural-language edits
New steps added as the deal moves
After each call, Copilot can add new steps based on ongoing discussions, not what was planned.
✓ Updated from calls
Give your champion what they need to sell for you
Champions get a clear view from first step to sign-off, plus what they need to bring senior stakeholders on side.
A clear view from kickoff to rollout
Give champions a full overview of every step, from the first meeting through to launch.
✓ End-to-end visibility
Updates they can forward upward
Arm champions with clear updates they can share with senior decision-makers and implementation teams.
✓ Shareable updates
Priorities that are obvious at a glance
Step types and groupings for meetings, to-dos and milestones make priorities clear, not buried.
✓ Step types & groupings
Know a deal is stalling before your CRM does
Every step a buyer completes pushes a signal, so you can forecast on real behaviour, not gut feel.
Notified the moment a buyer moves
Get instant signals pushed to Slack, Teams or your CRM the moment a buyer checks off a step.
✓ Real-time signals
See engagement, not just completion
Drill into MAP analytics to see who's engaging, how often, and for how long.
✓ MAP analytics
Forecast on progress, not hope
Use completion trends to spot go-live risk early and inform renewal and expansion conversations.
✓ Completion trends
Stop chasing for updates and start automating them.
Automated reminders, bulk actions and a workspace-wide dashboard cut the admin out of running a MAP.
Reminders that chase, so you don't have to
Automated reminders and bulk updates eliminate endless manual follow-ups.
✓ Automated reminders
Edit ten steps as easily as one
Multi-select tasks to reassign, complete or restructure in one action, with drag-and-drop.
✓ Bulk actions
Every plan, in one dashboard
View all Mutual Action Plans across every Pod, and instantly spot overdue or at-risk ones.
✓ MAP Dashboard
Meet Copilot. Your next step, done for you.
- Builds a tailored Pod from a single prompt
- Surfaces the right from your CMS or content repository
- Turns buyer signals into a recommended next move
FAQs
What is a Mutual Action Plan?

How do you build a Mutual Action Plan?

How do I track progress in a Mutual Action Plan?

Are trumpet Mutual Action Plans customisable?

Can I get notifications in Slack, Teams or my CRM?

Can I see every Mutual Action Plan at a glance?

Can buyers engage with a trumpet Mutual Action Plan?

We have a dramatic impact across your key metrics
READY TO SEE IT IN ACTION?
Put AI to work in your revenue team
Book a demo and see how trumpet AI helps reps build faster, guide deals smarter, and close more.

Book a demo and see how trumpet AI helps reps build faster, guide deals smarter, and close more.


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