agendIQ
TemplatesPricing
Sign inStart free

Product

  • Agenda builder
  • Live meetings
  • Video calls
  • Presentations
  • Team and calendar
  • Notes for everyone

Free tools

  • Agenda maker
  • Online timer
  • Wheel spinner
  • Team generator
  • Word cloud generator
  • AI quiz generator
  • Meeting cost calculator
  • Meeting games
  • Guides
  • All free tools
  • Templates
  • Pricing
Sign inStart free

Free forever · Pro free for 14 days. No card needed.

  1. Home/
  2. Templates/
  3. Workshops/
  4. Mutual action plan
WorkshopSalesPitch & sales

Mutual action plan

45 minutes 6 blockspro Runs with Pro

Build the close plan with your buyer in the room: their steps, your steps, risks and dates, worked back from their go-live on one shared board.

Use this template See inside

Free to open and edit. Running it live needs Pro, free for 14 days on every new account.

Share
Buyer steps
Legal, security, budget sign-off, who and when
Our steps
Proposal, references, pilot, who and when
Risks
What could slip, and what we don't know yet
Done
Completed, with the date

In short

A mutual action plan is a shared plan between a buyer and a seller that lists every step to a decision and go-live, with owners and dates on both sides. This template builds it with the buyer in a 45-minute session on a live board, working back from their target date and flagging risks early.
Time
45 minutes
People
2 to 10, both sides
Board
Buyer steps, our steps, risks, done
Plan
Pro

Updated October 4, 2026

What's inside

The agenda

By the end of this meeting, both sides agree every step to the go-live date, with an owner and a date on each.

45 min · 6 blocks, drawn to scale Fits exactly
  1. What does success look like in six months?, 3 minutes 3
  2. The goal and the date we're working back from, 5 minutes 5
  3. Every step to get there, both sides, 12 minutesBrainstorm 12
  4. Order the steps and check the dates, 12 minutesDiscuss 12
  5. An owner and a date for every step, 8 minutesDecide 8
  6. When we'll review the plan together, 5 minutes 5
011233445 min
  1. +0′What does success look like in six months?What does success look like for you six months from now?3 minCheck-in
  2. +3′The goal and the date we're working back fromTip: Agree the buyer's target date first: a launch, a season, a budget deadline. Every step works backwards from it.5 minInfo
  3. +8′Every step to get there, both sidesTip: Both teams add steps from their phones. Buyers know internal steps sellers miss: procurement, a security review, legal, the board.12 minBrainstorm
  4. +20′Order the steps and check the datesTip: Work back from the go-live date. If the dates don't fit, say so now, not in week six.12 minDiscuss
  5. +32′An owner and a date for every step8 minDecide
  6. +40′When we'll review the plan together5 minWrap-up

How to run it

  1. 1Suggest it once the buyer has a real reason and a date: 'Shall we map the steps to your launch together?'
  2. 2Agree the target date first, then let both sides add steps from their phones.
  3. 3Order the steps backwards from the date and flag anything that doesn't fit.
  4. 4Give every step an owner and a date, move steps to Done as they happen, and review the board together every week or two.

Questions people ask

What is a mutual action plan?
A shared timeline a seller and buyer build together, listing the steps both sides need to take to reach a decision and go live, each with an owner and a date.
What should a mutual action plan template include?
The buyer's goal and target date, steps for both sides (evaluation, security, legal, procurement, sign-off, onboarding), owners, dates, risks and open questions.
When should you introduce a mutual action plan?
Once the buyer has a clear reason to act and a date that matters to them, usually after discovery. Earlier feels pushy; later loses its value.

Run it with your group

pro
  • Ideas land on the board from every phone, then dot-vote
  • A timer for every block on the shared screen
  • Results, decisions and actions in the summary
Use this template

Free to open and edit. Running it live needs Pro, free for 14 days on every new account.

Goes well with

All workshops
  • People
    Their goals
    Whitespace
    Risks
    Mutual plan
    proWorkshop·Sales
    Account planning sessionBuild the account plan live with the whole account team: the people map, the customer's goals, whitespace, risks and a mutual plan with dates. 60 min

  • [Customer name] and [Your company]

    What we heard, what we'd do about it, and what it would take

    studioPresentation·Sales
    Sales presentation templateA discovery-led sales deck: what we heard, a live ranking of their priorities, the solution, proof, pricing options and next steps. 45 min 14 slides

  • [A promise your buyer cares about, in eight words or fewer]

    [Your company] · for [buyer's company]

    studioPresentation·Sales
    Sales pitch templateA problem, value, proof pitch with a talk track in every slide's notes, plus live questions that turn the buyer's objections into next steps. 20 min 14 slides

  • Sales kickoff [year]

    [Theme for the year]

    🏆
    proMeeting kit·Sales
    Sales kickoff (SKO) kitA full-day SKO: a 16-slide keynote, a customer panel, a peer win-story board, a product quiz on phones, people's choice awards and Q1 commitments. 480 min 16 slides
    • Introductions and agenda check3′
    • Their situation: how things work today6′
    • The problem, and why now6′
    • What does success look like?4′
    FreeAgenda·Agencies
    Discovery call agendaA 30-minute discovery call with a question bank in every block: situation, problem, success, budget and decision process, closing on a booked next step. 30 min

  • [Product] for [customer]

    A 30-minute demo built around the three things you told us matter most

    studioPresentation·Software & product
    Product demo presentationA 30-minute demo deck with a talk track: the buyer ranks what matters, you demo three workflows in that order, then take questions from phones. 30 min 14 slides
    • Open networking15′
    • Welcome, purpose and the chapter's results3′
    • Education moment: one networking skill5′
    • Member presentations: 60 seconds each30′
    proAgenda·Clubs & societies
    Networking group (BNI-style) meetingA 90-minute weekly referral meeting: open networking, an education moment, timed 60-second presentations, a feature talk and referral passing. 90 min

  • Saturday sales meeting

    Sharpen up before the doors open

    🚗
    proGame·Retail
    Car dealership sales meetingA Saturday-morning meeting for the sales floor: an objection drill the team votes on, walkaround challenges and floor games. 25 min 15 slides

Open it, make it yours, run it live.

Change anything in the editor. When you're ready, press Present: everyone joins with a scan and answers on their phone.

  • Free forever
  • Pro free for 14 days
  • No card needed
  • Guests never need an account
Use this template More workshops
agendIQ

Meetings are boring. Let's make them fun. Plan the agenda, run it live with a call that follows it, and leave with decisions.

Product

  • Plan a meeting
  • How it works
  • Video calls
  • Interactive presentations
  • Meeting timer
  • Pricing
  • Join with a code
  • Sign in

Templates

  • Presentation templates
  • Games & quizzes
  • Workshop templates
  • Meeting kits
  • Weekly team meeting agenda
  • Retrospective meeting agenda
  • 1:1 meeting agenda
  • All 507 templates

Free tools

  • AI agenda maker
  • Meeting cost calculator
  • Video meetings
  • All free tools
  • Online timer
  • Wheel spinner
  • Random team generator
  • Word cloud generator
  • AI quiz generator

Guides

  • Meeting games & icebreakers
  • How to write a meeting agenda
  • How to run effective meetings
  • Meeting minutes & action items

Compare

  • Mentimeter alternative
  • Slido alternative
  • Free video calls compared
  • Google Meet alternative
  • Zoom alternative
  • Miro alternative
  • Otter.ai alternative
  • Kahoot alternatives
  • Gamma alternative

Trust

  • Privacy Policy
  • Terms of Service
  • Calls are never recorded
  • Votes stay anonymous
  • Data stored in the EU
© 2026 Agendiq30 sectors · 507 templates · Participants never need an account