MUTUAL ACTION PLANS
ARE A GAME CHANGER

Differentiate the buying experience to increase your deal velocity and close rates

Buying is difficult. What can you do to help your customers?

Try Mutual Action Plans

BUYER AND SELLER TEAMS

Mutual Action Plans are a way for buyer and seller teams to work together towards the desired customer outcomes.

Invite relevant customer contacts and colleagues to collaborate and align through the process.

B2B selling and buying are both team sports, it pays to give them a tool to work as one

BUYER AND SELLER TEAMS

Mutual Action Plans are a way for buyer and seller teams to work together towards the desired customer outcomes.

Invite relevant customer contacts and colleagues to collaborate and align through the process.

B2B selling and buying are both team sports, it pays to give them a tool to work as one

BUYERS NEED GUIDING

Milestones, actions, and who’s responsible for achieving them are the backbone of any good Mutual Action Plan.

Create and use templates or build a unique plan with your customers to guide them through the complexity.

Capture notes about the dynamics between buyers.

Buyers rarely know how to buy what you sell, it pays to help and guide them through the process

ADD CONTENT TO MILESTONES

Create and associate content/insights with milestones to help buyers complete each step in the process.

Link your relevant documents, videos, tools and programs within the plans.

Add milestone content not generic collateral, it pays to make it easy for buyers

ADD CONTENT TO MILESTONES

Create and associate content/insights with milestones to help buyers complete each step in the process.

Link your relevant documents, videos, tools and programs within the plans.

Add milestone content not generic collateral, it pays to make it easy for buyers

TEAM COMMUNICATION

Buyer and sellers can comment and respond on a milestone or step.

Keep the communication thread in one logical place.

Good collaboration leads to success, it pays to simplify communication with buyers

NEEDS MAPPING

Once you’ve captured your customer needs within Boxxstep you can visually present the capabilities of your proposition that meet or partially meet them.

This creates a far more powerful and memorable impression than blocks of text.

Buyers want to understand how you meet their needs, it pays to display how

NEEDS MAPPING

Once you’ve captured your customer needs within Boxxstep you can visually present the capabilities of your proposition that meet or partially meet them.

This creates a far more powerful and memorable impression than blocks of text.

Buyers want to understand how you meet their needs, it pays to display how

BUYER ENGAGEMENT

A plan without buyer engagement serves no one.

Track which buyers have viewed it and when, plus what content they opened and if it helped them.

A plan is only effective if buyers use it, it pays to know if and when they do

Once customers have made a decision what can you learn?

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