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mutual-action-plan

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Builds a mutual action plan (MAP) with shared milestones, named owners, and buffer-padded dates that drives a qualified deal from verbal intent to signature and go-live. Use when someone asks "build a mutual action plan for this deal", "how do I keep this deal from stalling", "the buyer said yes but nothing is moving", or once a prospect is qualified and has expressed intent to move forward. Do NOT use for preparing the qualification call itself - use discovery-call-prep instead. Do NOT use for scripting the negotiation and close conversation - use closer-sales-script instead.

skills/mutual-action-plan/SKILL.md

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Oct 13, 2026
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# Mutual Action Plan

A mutual action plan is a shared document that aligns buyer and seller on every step between "we want to move forward" and "the contract is signed and live." The word mutual matters: if the buyer has not contributed to and agreed on the plan, it is a vendor's wishlist, and the deal it was supposed to protect will stall in legal, procurement, or a budget cycle nobody mentioned. The costly mistake this skill prevents is discovering a six-week security review three weeks before the quarter ends.

## Operating procedure

Steps run in this order because dates cannot be set before milestones are known, and milestones cannot be known before the buyer has contributed theirs.

### Step 1: Gather inputs

Collect before drafting anything. Label guesses as guesses.

1. Deal stage and evidence of intent - a MAP before clear evaluation intent is premature. Default assumption: qualified with verbal intent.
2. Buyer's desired go-live date, or the business event driving urgency. If neither exists, that absence is a finding (see Step 3).