Mutual Action Plans - best practices

Jacob Karp

Hey all-

Been a fan of Mutual Action Plans (MAPs) for years and use them in all applicable deals. Curious what best practices others are seeing using them in today's environment and would also love to hear any success stories or pointers you have?

Generally for me they work best when:

1. I clearly set the expectation and understanding for why I am using them with my prospect
2. They are presented as a tool early so that the foundation work is done from the beginning
3. I ask what tool, platform, format etc they want to use - if it is something they know and understand it makes the lift lower

Please share your thoughts!

Thanks,

Jacob

Ben Fleishman

We call them something else, but I have my team use them all the time! Anything that allows everyone to get on the same page as quickly as possible is a good idea.

I have a follow-up question, though. Do you have a template you use? Or just a checklist? How and where do you keep them organized?

I ask because they're great for a lot of things, but I'd love to see more analytics or insights on the information we get from them.

Kathleen Schindler

@Ben Fleishman and @Jacob Karp - there's a good course in Ascender on this topic. I love to use it in conjunction with Decision / Paper processes (reverse timelines).

Sometimes a table in an email is great because it can be forwarded / shared. What do you find effective?

https://my.ascender.co/Ascender/Course_Details_V2?ComingInQ=0&IsComingSoon=false&IsDPAEnabled=false&LearningPathNavigatedFrom=&id=b06b7063-c2c3-4f37-8493-9e067c51da41

Jacob Karp

@Ben Fleishman I just have a general Google Sheet I use, which isn't amazing but a place to work from. I know there are companies trying to create platforms for this, I do think there is truly a need. Analytics, insights and tracking would be awesome.

@Kathleen Schindler thank you for this, I will check it out! I think there is generally not enough info available for this type of stuff so this is great to see.

Joe Huber

Great tips, @Jacob Karp! Thank you for sharing!