Mutual Action Plan Template for Closing a Deal
Work back from the go-live date to a shared plan with owners and dates.
Prompt preview
Build a mutual action plan for our deal with [Company]. Their target go-live date is Target go-live, and today is October 6, 2026. Steps still open on their side and ours: - Technical review with IT - Pricing approval from CFO - Contract signature Work backwards from the go-live date. Output a table with columns: step, owner (us / them / both), due date, status. Include the steps buyers usually forget: security review, legal redlines, procurement setup and signature routing. Flag any step whose due date is already tight. Then write a short email to Jamie sharing the plan and asking them to correct anything that's wrong. I'm a B2B account executive. Our product: [Product], which [one-line value proposition]. Our ideal customer: [ICP: industry, company size, buyer title]. Proof points I can use: [Proof point 1], [Proof point 2]. Sign off as [Name], [Title], [Company]. Never invent customer names, metrics, quotes or discounts: if something isn't in my notes or these placeholders, leave a [bracketed placeholder] for me to fill. Write like a person, not a sequence: short sentences, no buzzwords like 'synergy' or 'circle back', and no fake urgency.