Start with an objective or value statement
The last thing you want is for buyers to look at a mutual action plan and see a list of chores. When creating a template, leave space for an objective or value statement right at the top. This will help set the tone for the rest of the document, so buyers are more likely to be interested, engaged, and willing to participate. A value statement also helps everyone stay focused on the end goal.
Here’s a quick example
of how you might format your value statement:
“This document is used to provide transparent, efficient, and collaborative two-way communication to assist (Prospect Company) with their bahamas phone number list evaluation Of (seller company) as they work. Toward achieving (unique goal) by (ideal date).”
2. Committee and their primary responsibilities.
Reserve space to document. Key members of the buying team. It can help to input all known. And unknown personas ahead of. Time so your team can ask the buyer whether. Or not certain roles will be involved. Up front.
We know getting. Buy-in from the right team members can make. Or break a deal. There’s nothing
worse than losing a deal at the finish line because data on a Mystery stakeholder. Shoots you down in the final hour. Use your mutual action plan to uncover. Key decision-makers and make sure. They’re looped in from your first conversation.
You can also use the template
to coach your team on how to figure out who the mutual action plans champion is and identify where they might have the hardest time gaining approval. Understanding the ins and outs of the buyer’s team and what each member cares about can help you better equip and support your champion through their internal conversations and debates.
3. Identify key dates from both the buying and selling perspectives
Basing the target close date on your team’s quarterly goals will undermine the collaborative, buyer-centric process you’re trying to implement. Instead, format your mutual action plan around a compelling event for the buyer. This might be a project that requires your solution, a new quarter, or a strategic time for them to to hit a goal.