Mutual Action Plan Software

Guide buyers with mutual action plans

Dock’s mutual action plans help sellers and buyers collaborate around the buying process.

Enable champions throughout the sales process with mutual success plans

B2B sales are messy. Buyers need help managing internal stakeholders, budget approvals, and security reviews.

The mutual action plan tool that doesn’t feel like extra work.

Dock lets your customers check off tasks, leave comments, and upload files—without needing to create their own user accounts.

Assign tasks to people or teams

Break long projects into stages.

Send task reminders when due.

Give buyers the full picture.

Provide complete context around the deal by embedding videos, slide decks, meeting notes, and more. Even client contacts who join late in the sales process can learn everything about your solution, where the project sits today, and what needs to happen next.

Create a repeatable sales process.

Create plans in seconds with pre-made templates.

Switch between List or Kanban view.

Make internal tasks hidden from clients.

Start from our templates for sales, customer success, and project management.

Frequently asked questions

What is a mutual action plan?

A mutual action plan (MAP) is a shared roadmap designed to keep sales account executives, sales leaders, buyer reps, and important stakeholders aligned as they move through the sales process. Mutual action plans are also often known as mutual success plans, joint execution plans, go-live plans, or close plans.

Why use a mutual action plan?

Simply put, mutual action plans can lead to a smoother overall sales cycle and become a key part of your close plan, helping sales reps and sales leaders improve the overall buying experience.

Why use Dock’s mutual action plans?

Many Sales or Customer Success teams use a simple Excel spreadsheet or Google Sheets for their mutual action plans, but doesn’t scale easily and it isn’t an ideal buying experience.

Do Dock's deal rooms support mutual action plans?

Mutual action plans are a key feature of Dock’s workspaces. They keep key workflows moving toward completion throughout the buying process.

How can sales teams use Dock’s mutual action plans in the sales process?

Dock’s mutual action plan tool can be central to a buyer-centric sales process, from the initial discovery call to the close date. The mutual action plan clearly lays out each step, ensuring team members on both sides of the transaction know exactly where they are and what comes next as they work toward project milestones.

How can Customer Success use Dock’s mutual action plans in the onboarding process?

A mutual action plan or mutual success plan can also help Customer Success streamline the customer onboarding process post-sale.

Do the tasks integrate with Salesforce & Hubspot?

Dock integrates fully with Salesforce and the Hubspot integration is coming soon.

Can I create Hubspot workflows based on Dock activity?

Yes, Hubspot workflows can be created based on Dock activity filters.

Can mutual action plan tasks be assigned to people outside of my organization?

Yes. Dock’s mutual action plan software is designed to be created and then shared with important partners and customers outside of your organization.

Does Dock integrate with Slack?

Yes, Dock’s mutual action plan activities can be sent to a Slack channel.

Does Dock support internal-only tasks?

Yes, tasks can be set to internal only, making them visible to your team, but hidden to clients.