Recapped

Mutual Action Plans consolidate your entire deal in one place, accelerate the sales cycle, and keep buyers engaged. Here are some things you can do to get your clients and prospects on board, into the Workspace, and engaging:

Share your screen at the end of each call, showing them you took time to build a collaborative document : "So to make this process as seamless as possible, I’ve gone ahead and created this collaborative workspace FOR YOU. Everything we talk about will be in here, including next steps, collateral, and all critical deal information. You’ll be able to share this as needed, and whenever you need something it will be right at your fingertips”

Gain consensus on what you need to do. i.e. Next steps, business case, resources: "As you can see, I've clearly outlined the entire process for us here. The next step on our checklist is an NDA that I need countersigned by the 12th of this month"

Drop the link to the MAP in the video chat, and ask that they bookmark it: "If you look in the chat box I've gone ahead and dropped a link to the Mutual Action Plan. Please add this to your bookmarks when you have a moment"

Send a follow up email referring to the Mutual Action Plan: "Thanks everyone for your time today. Please see below for a link to our Mutual Action Plan. This is where all important documents, next steps, and critical deal information will live"

Drop the MAP link in the body of your next meeting invite, especially if there are new stakeholders involved. This allows them to access it before the call and get aligned on what you’ve built with your champion thus far.

- Share your screen at the end of each call, showing them you took time to build a collaborative document : "So to make this process as seamless as possible, I’ve gone ahead and created this collaborative workspace FOR YOU. Everything we talk about will be in here, including next steps, collateral, and all critical deal information. You’ll be able to share this as needed, and whenever you need something it will be right at your fingertips” 
- Gain consensus on what you need to do. i.e. Next steps, business case, resources: "As you can see, I've clearly outlined the entire process for us here. The next step on our checklist is an NDA that I need countersigned by the 12th of this month" 
- Drop the link to the MAP in the video chat, and ask that they bookmark it: "If you look in the chat box I've gone ahead and dropped a link to the Mutual Action Plan. Please add this to your bookmarks when you have a moment" 
- Send a follow up email referring to the Mutual Action Plan: "Thanks everyone for your time today. Please see below for a link to our Mutual Action Plan. This is where all important documents, next steps, and critical deal information will live" 
- Drop the MAP link in the body of your next meeting invite, especially if there are new stakeholders involved. This allows them to access it before the call and get aligned on what you’ve built with your champion thus far.