Mutual Action Plans

Guide buyers with mutual action plans

Dock’s mutual action plans help sellers and buyers collaborate around the buying process.

Dock G2 Rating

Enable champions throughout
the sales process with mutual success plans

B2B sales are messy. Buyers need help managing internal stakeholders, budget approvals, and security reviews.

The mutual action plan tool that doesn’t feel like extra work.

Dock lets your customers check off tasks, leave comments, and upload files—without needing to create their own user accounts.

Assign tasks

Assign tasks to
people or teams

Multi-phase plans

Break long projects
into stages.

Automated reminders

Send task reminders
when due.

Give buyers the full picture.

Provide complete context around the deal by embedding videos, slide decks, meeting notes, and more.

Even client contacts who join late in the sales process can learn everything about your solution, where the project sits today, and what needs to happen next.

Create a repeatable sales process.

Templated action plans

Create plans in seconds with pre-made templates.

Multiple view options

Switch between List or Kanban view.

Internal-only tasks

Make internal tasks hidden from clients.

Client-facing workspaces
that customers love

Schedule Demo

Frequently asked questions

Need more information? Contact our sales team →

What is a mutual action plan?

A mutual action plan (MAP) is a shared roadmap designed to keep sales account executives, sales leaders, buyer reps, and important stakeholders aligned as they move through the sales process. Mutual action plans are also often known as mutual success plans, joint execution plans, go-live plans, or close plans.

A mutual action plan is an invaluable tool to help clarify:

- who is responsible for key deliverables
- which actions need to be taken to move to the next stage in the sales process
- timelines & key dates, accelerating the sales conversation to your main value prop

Members on either side of the transaction (including key decision-makers) benefit from a mutual action plan.

On the seller's side, certain roadblocks can be avoided, keeping the deal moving, while the buying team and the salesperson appreciate the transparency and a clear path to the close. Each project milestone, compelling event, or key deliverable can be easily reached with minimal friction as you approach the close date.

To learn more, check out our mutual action plan guide.

Why use a mutual action plan?

Simply put, mutual action plans can lead to a smoother overall sales cycle and become a key part of your close plan, helping sales reps and sales leaders improve the overall buying experience. It’s a great addition to any B2B sales workflow.

By creating a clear roadmap for both your sales team and your prospect’s buying team to follow, you help to remove roadblocks and avoid misunderstandings while maintaining buyer engagement. Dock makes its mutual action plan easy to access and reference throughout the customer journey from a single link.

Instead of a clunky spreadsheet, Dock provides a clean, interactive, and easy-to-use interface. Each action item can be assigned to a specific team member and given a due date. Comments are also supported, providing easy back-and-forth communication between teams.

Why use Dock’s mutual action plans?

Many Sales or Customer Success teams use a simple Excel spreadsheet or Google Sheets or Docs file for their mutual action plans, but doesn’t scale easily and it isn’t an ideal buying experience.

For one, spreadsheets don’t have a very premium feel, and they lack many of the collaborative features of Dock’s interactive mutual action plans, such as assignable tasks and due dates. Dock’s mutual action plans are also embedded within a personalized workspace that includes a ton of other materials related to the sale, including slide decks, customer testimonials, and product demos.

All the material related to the sale can be accessed from a single link, alongside contact information and on-platform communication with the sales team in real-time.

Do Dock's deal rooms support mutual action plans?

Mutual action plans are a key feature of Dock’s workspaces. They keep key workflows moving toward completion throughout the buying process.

Dock’s mutual action plans fully integrate with Salesforce and Hubspot. Each task within the action can be assigned to team members on either side of the transaction complete with due dates and the ability to leave notes.

How can sales teams use Dock’s mutual action plans in the sales process?

Dock’s mutual action plan tool can be central to a buyer-centric sales process, from the initial discovery call to the close date. The mutual action plan clearly lays out each step, ensuring team members on both sides of the transaction know exactly where they are and what comes next as they work toward project milestones.

With Dock, each action item can be easily assigned to members of the buying or selling teams, streamlining the buying process and shortening the sales cycle. You can also leave notes and track key dates. This way it's never a mystery who is responsible for what task and when it needs to be completed.

How can Customer Success use Dock’s mutual action plans in the onboarding process?

A mutual action plan or mutual success plan can also help Customer Success streamline the customer onboarding process post-sale. Dock's action plans help customers implement your software quickly, see quicker time to value, and get a better overall customer experience.

A mutual action plan is a useful tool for keeping team members from your team and your customer’s team on task and on time. Each task can be assigned to individuals on either team along with notes and due dates. This transparency leads to fewer roadblocks for Customer Success teams and customers who always know what’s coming next.

Do the tasks integrate with Salesforce & Hubspot?

Dock integrates fully with Salesforce and Hubspot. The integration extends beyond simply syncing your customer contact information in real-time with your Dock workspace. You can also track customer interactions and individual mutual action plan tasks directly from your CRM dashboard. You can also launch customer workspaces and mutual action plans directly from Hubspot and Salesforce.

Does Dock integrate with Salesforce? What about Hubspot?

Dock currently integrates with Salesforce and the Hubspot integration is coming soon.

Here’s how the CRM integration works:
- Link Account/Opportunity Data with Dock Workspaces
- Pull in new clients directly from the CRM
- Access Dock workspace links from the Account or Opportunity record

Can I create Hubspot workflows based on Dock activity?

Yes, Hubspot workflows can be created based on Dock activity filters.This can be a great way to automate certain tasks when project milestones are reached.

For example:

-Triggering email or Slack notifications
-Update workflow stage in Hubspot based on onboarding or action plan tasks
-Update contact fields based on Dock workspace activity

Can mutual action plan tasks be assigned to people outside of my organization?

Yes. Dock’s mutual action plan software is designed to be created and then shared with important partners and customers outside of your organization. The action they can take will depend on the role type they are assigned.

Individuals can either be assigned a viewer or collaborator role. Viewers can complete tasks and fill in comments while collaborators have the added ability to create new tasks.

Does Dock integrate with Slack?

Yes, Dock’s mutual action plan activities can be sent to a Slack channel.

Does Dock support internal-only tasks?

Yes, tasks can be set to internal only, making them visible to your team, but hidden to clients.

What's the best way to get started with Dock?

Get started with one of our sales templates.