Clari Align provides your sales teams with a consistent selling process and delivers a better buying experience by sharing that plan with your customer.
The MAP template has six essential elements:
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Value to the customer - Spell out the value your customer receives when working with your company.
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Key Milestones - Break down the steps the buyer and the seller need to take to achieve success and value.
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Key stakeholder roles - Identify the expected roles (buyer and seller) of key stakeholders in a deal.
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Compelling events - List two to three typical compelling events that have driven successful deals in the past.
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Sharing strategy - Identify which deals should require a mutual action plan and the best time to share the plan with your buyer. Mid- to late-discovery or verbal confirmation are the two most common.
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Put it together - Take the above steps and combine them into a template that your teams can customize quickly for each new opportunity. Download our free customizable template or check out Align Mutual Action Plans built into Clari.
Learn more about creating a Mutual Action Plan template in our full article post here.
