Build a mutual action plan that aligns buyer and seller around milestones, owners, and timelines to keep the deal on track.
Create a mutual action plan for my deal with [Company X]. Include:
– Key milestones from evaluation to decision (trial, security review, legal, procurement, etc.)
– Buyer-side owners (decision-makers, champions, procurement, IT/security)
– Seller-side owners (AE, SE, legal, exec sponsor)
– Deadlines and decision checkpoints aligned to the buyer’s process
– Risks or dependencies that could delay the plan
– A clear final decision milestone with agreed timeline
Format the plan in a structured table that can be shared with the customer.
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