How to setup your mutual action plan
Create a mutual action plan from your templates
Check out some of the standard templates to create your custom mutual success plan for yourself. Once ready click on the template to create a deal.
Prepare the deal for your client
Personalise the logo, description and potentially the milestone tasks for your client. Add some additional documents if required. And just like that you created your mutual action plan.
Introduce the deal
When you are discussing next steps with your client, introduce and add them to their virtual room. Show them how the typical evalution Milestones look like and if necessary add some steps
Collaborate to success
Use your deal room to always keep track of the current status. Automatic follow-ups will keep everybody on top of their tasks
Engage your client at the right time
In the deal overview screen you can always see on the left any customer interactions and on the right the status of all your deals.
Grey Flag - milestone is due tomorrow or later
Blue flag - milestone is due today
Red flag - milestone is overdue
Our clients talk about us
With the Stageset tool I can guide my clients through the buying process and got the clients answers to the Why, How and When questions always ready.
Key Account Manager
My customers love the concept of Mutual Success Plans and working with Stageset.
Business Development Representative