Throughout my sales career (previously was at Zendesk, Google, and InVision) I’ve used countless different mutual action plans templates across docs, sheets, and other applications. All of them were intended to be more seamless, more collaborative, and easier to use than the previous iteration, but ultimately resulted in stitching together a couple of different documents along with meeting notes to work effectively. One of the reasons I joined Coda, is that a Coda doc truly combines all the elements we need for a Mutual Action Plan in one place:
Documentation of goals, objectives, and success criteria
Tables to easily organize tasks and ownership of tasks
Space for meeting notes + the ability to send out recaps directly to email or Slack
I’ve built all this out in a Coda doc that we use internally for running Mutual Action Plans, so feel free to make a copy, personalize it to fit you, and stay more aligned with customers on your deals!