Variously called mutual plan, mutual action plan (MAP), mutual success plan (MSP), or close plan (esp. if internal only).

Mutual Plan Template

Here is a mutual plan template in various formats:

• Google Sheet
• Excel (download)
• PDF (download)

In addition, here are some free templates from 3rd parties:

• Accord (gated)
• Dealpad (gated)
• GetAccept (XLS; PDF; DOCx; PPTx)
• Recapped (ungated; Google Sheet)

MAP & Deal Room Software Providers

• Accord
• Aligned
• Clari Align (formerly DealPoint)
• dock
• GetAccept
• Recapped
• Salesforce Action Plans
• Trumpet
• Twig