PLATFORM TOUR
See trumpet in action now
You're one step away from your Trumpet Tour
PLATFORM TOUR
See trumpet in action now
You're one step away from your Trumpet Tour
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Accurate pipeline forecasting with live intent data
Assign buyers to tasks and track engagement by aligning them with due dates.
Track real-time MAP views, interactions, and completed steps.
Leverage Mutual Success Plans to validate buyer intent early on.
Use this data to understand when deals are likely to close.
Reduce unnecessary admin work
Avoid back-and-forth follow-ups on forgotten deliverables.
Save time and stay focused by eliminating unnecessary activities.
Use MAPs for real-time updates instead of searching through CRM notes for next steps.
A modern way to involve buyers by assigning and tracking tasks in a single collaborative space.
Mutual Action Plan features
Set due dates
Set an end date for tasks to drive deal momentum
Attach files
Link contracts, assets, and other items to tasks for review
Assign buyers to tasks
Assign individuals in the buying team to specific next steps
Get notified
Receive instant updates when a task is checked as complete
Live collaboration
Let your buyers add their own tasks in live mode
Add groups
Add actions and next steps to grouped lists
Frequently Asked Questions
Using a mutual action plan:
- Ensures clarity and complete transparency
- Accelerates the sales cycle
- Increases the probability of successful deals
- Drives collaboration between the buying and selling teams
- Tasks
- Roles
- Responsibilities
- Outline steps
- Milestones
- Deadlines
This alignment of processes between the buyer and the seller needs to be clearly communicated and agreed upon.
Additionally, you can assign specific next steps to individual Pod viewers, set due dates, and even upload files that align with each step. For example, if you set a task for the Head of Sales to review a proposal, you can also attach the PDF of that proposal to the task for easy access and reference.
From a branding perspective, you can incorporate your prospect's brand style and logo to add that extra personal touch.
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Instead of countless slides with too much content, I can now create Mutual Action Plans together with my prospects and update them very easily. I love it! My prospects love the digital sales rooms. They’re not only quick to set up, they are also super intuitive and, above all, interactive thanks to the live chat options.
As a former project manager, I love how trumpet helps me keep all the information that I share in the sales cycle super organized. My prospects love it too! No more digging through email to find shared files, getting personalized with video recordings, and keeping all parties engaged with a Mutual Action Plan! There are so many creative ways to use Trumpet—I use it on every deal!
Trumpet is great for driving deals forward! I love the Mutual Action Plan Widget because I have always had to create those in a spreadsheet that no one ever opened or added to. Now I can tag my buyers in the MAP and get them to action items. It's a centralised place for managing my deals. No more having to dig through emails to find all of the documents you have shared!
I love how customisable trumpet is! It's very useful for looping in other stakeholders for larger new business opportunities. Building mutual action plans and holding people accountable is one of the most useful features for sure.
It's a great way to feed information to your prospects over the course of a sales cycle, rather than sending numerous emails with multiple attachments and PDFs that become outdated as soon as you've sent them. By far the best feature is the insights you gain about the level of engagement your prospect has with the pod, allowing you to address any drop in engagement promptly.
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