Your Mutual Success Plan template

A Mutual Success Plan (also known as a Close Plan, Mutual Action Plan or Mutual Close Plan) is a simple, collaborative document that maps out the steps needed for you and your customer to reach a successful outcome—together.

It outlines key milestones, owners, timelines, and decision processes to keep both sides aligned throughout the buying process.

It builds trust, reduces surprises, and accelerates deal momentum

It may feel like extra effort, but a Mutual Success Plan/Close Plan actually saves time in the long run.

By aligning early on shared goals, key dates, and responsibilities, you avoid misunderstandings, delays, and ghosting.

Deals with Mutual Success Plans close faster, with more confidence from the buyer—and fewer last-minute surprises for you. 

It also becomes a valuable reference point for future opportunities, acting as a blueprint for any potential upsell or cross-sell conversations with your customer down the line.

Our Mutual Success Plan (Close Plan) is a fully customisable Excel template designed to support complex sales processes across industries.

Pre-populated with typical steps to close, the plan includes designated task owners—either on your side or the customer's—allowing you to set and track target completion dates with ease.

To maximise impact, introduce the Mutual Success Plan early in the sales process—ideally during discovery or immediately following qualification.

Position it as a collaborative tool that helps both parties stay aligned on goals, responsibilities, and timelines. Work closely with your Champion to adapt the plan to reflect their internal buying process and decision-making criteria.

Review and update the plan regularly to maintain momentum, demonstrate progress, and secure continued stakeholder engagement.

Share the Mutual Success Plan as a collaborative, editable document—Excel, Google Sheets, or Notion all work well.

Present it as a value-adding tool, not a sales tactic. The most effective plans are co-created with your customer, not simply handed over.

To avoid overwhelming stakeholders, break the plan into smaller, relevant sections and share only what’s needed with the right people at the right time.

Use it to guide conversations, confirm next steps, and demonstrate your commitment to a smooth, successful process that ultimately benefits your customer.