Deal Desk MAP Template (Lite)
Mutual Action Plan template specifically designed for Deal Desk teams to accelerate complex B2B deals. Co-create accountability with prospects and close faster.
What is a Mutual Action Plan (MAP)?
A MAP is a shared document between buyer and seller that outlines the steps, owners, and timelines to reach a buying decision. It creates transparency, accountability, and momentum.
When to use: Complex B2B deals with multiple stakeholders, long sales cycles, or significant technical evaluation requirements.
4-Phase MAP Structure
Phase 1: Discovery & Alignment (Week 1-2)
Buyer Actions
- Provide technical requirements doc
- Identify evaluation committee members
- Schedule technical deep-dive session
Seller Actions
- Deliver custom ROI analysis
- Map to business case template
- Confirm security/compliance requirements
Mutual agreement on business case and technical fit
Phase 2: Technical Validation (Week 3-4)
Buyer Actions
- Complete technical evaluation
- Run POC/pilot in test environment
- Provide integration requirements
Seller Actions
- Deliver POC success criteria doc
- Provide technical architecture guidance
- Address integration questions
Technical validation complete, integration plan agreed
Phase 3: Commercial & Legal (Week 5-6)
Buyer Actions
- Review pricing and contract terms
- Submit to procurement/legal review
- Confirm budget approval
Seller Actions
- Deliver final proposal
- Address redlines and negotiate terms
- Coordinate with Deal Desk on approvals
Contract agreed, procurement approved
Phase 4: Signature & Onboarding Prep (Week 7-8)
Buyer Actions
- Obtain final signatory approval
- Designate onboarding team
- Confirm go-live timeline
Seller Actions
- Execute contract
- Introduce Customer Success team
- Schedule onboarding kickoff
Contract signed, onboarding scheduled
MAP Best Practices
- Co-create with the buyer: Don't present a pre-filled MAP. Build it together in a meeting to ensure buy-in.
- Assign specific owners and dates: "Legal review" is too vague. "Jane Doe completes legal review by June 15" is better.
- Review weekly: Use the MAP as the agenda for weekly check-ins. Update status and adjust timelines.
- Make it visual: Use a shared doc (Notion, Google Docs) with checkboxes and color-coding for at-a-glance status.
Want the Full MAP Template + Implementation Guide?
This lite version gets you started. Get the complete template with example MAPs for different deal types, buyer personas, and integration with your CRM in our Revenue Leak Scan.
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