Mutual Action Plans - best practices

Jacob Karp
Jacob Karp Member [Pro] Posts: 5

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!