Mutual Action Plan
Docs + Word8 pages
Free
- Type
- Presentation
- Price
- Free
- Slides
- 12
- Style
- Corporate
- Difficulty
- Beginner
- Updated
- November 6, 2026
Every slide (12)
Overview
This free Google Slides template helps a seller and a buyer agree the steps between now and signature. Deals often stall in legal, security and procurement, and those steps are easy to leave out of a forecast. The deck puts them in front of both sides, with an owner and a date for each step, so the buyer co-owns the plan rather than receiving a sales timeline.
The sample shows a fictional deal with Calder Mill Health, Vesperly Systems and a 45-day paid pilot, with signature set for June 18. The names, dates and figures are invented sample data. Replace the goal, the decision date and the steps with the wording and owners from your own buyer, then present the timeline and table together in the first meeting.
Useful for
- A late-stage enterprise deal where legal and procurement could slip the date
- A renewal review where the customer's finance contact must approve budget
- A pilot that must prove its success criteria before a go decision
What's included
- A cover slide with the plan name and the signature date
- A close timeline with five dated milestones and a progress marker
- A swimlane roadmap showing buyer and seller work by month
- Process slides for how a step closes and what both teams commit to
- An owners table with buyer and seller names and due dates
- A closing slide with contact details and a guide slide
How to use it
- 1
Click Make a copy in Google Slides, then confirm on the Google page. The copy is saved to your own Google Drive.
- 2
Replace the goal, the decision date and the milestones with the wording and dates your buyer agreed.
- 3
Put a buyer owner and a seller owner on every step, then check that each date is one the buyer has accepted.
- 4
Add or delete the pilot cards and the risk note to match your deal, then review the plan weekly.
- 5
Delete the guide slide, then share the deck or present it from the first slide.
What you need
Requirements
- A Google account with access to Google Slides
Works with
- Google Slides
- Microsoft PowerPoint (File → Download → .pptx)
Questions
Should the buyer see this plan?
Yes. A mutual plan works only when the buyer edits it too. The organisation, people, dates and figures in this sample are fictional and should be replaced before you share it.
How many steps should a close plan have?
Most enterprise plans have between six and twelve steps over six to sixteen weeks. Include legal, security and procurement even when they seem routine.
How often should the plan be reviewed?
Review it weekly for about 20 minutes with the buyer champion. Update dates the same day they change, and record any step that has no owner yet.
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- #sales-plan
- #deal-timeline
- #google-slides
- #pilot-plan
- #buyer-seller
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