What it is

The Mutual Action Plan Builder creates a shared execution roadmap between your team and the buyer. It pulls context from your CRM, pitch decks, internal deal notes, and past winning templates, then generates a structured plan with milestones, owners, and target dates — all specific to this deal, not a generic template pasted from a Google Doc. It’s like having a deal strategist who’s read every email, every deck, and every note before drafting the plan.

What it solves

Mutual action plans are one of the highest-leverage tools in enterprise sales, but almost nobody builds them well. Reps either skip them entirely or copy-paste a generic template that doesn’t reflect the actual deal. Building a good one means digging through your CRM for stakeholder info, re-reading proposal decks to understand what was promised, checking internal notes for risks and blockers, and somehow turning all of that into a clean document the buyer will actually use.

That’s 60–90 minutes of context-gathering and formatting — per deal. Most reps have 15–20 active opportunities. So the plans either don’t get made, or they’re so generic the buyer ignores them. The Mutual Action Plan Builder does the context-gathering for you and produces a plan that actually reflects the deal.

How it works

Super starts by pulling the deal record from your CRM — stage, close date, stakeholders, and recent activity. Then it searches Google Drive for the latest slides and proposals shared with the account, so it knows what’s been presented and promised. It checks your internal documentation in Slite for deal strategy notes, competitive intel, or specific requirements the buyer raised.

Next, it searches across your knowledge base for mutual action plans from previously closed-won deals — especially ones with a similar deal size, sales cycle, or buyer profile. It uses those as a structural reference, not a copy-paste, so the output follows patterns that actually worked.

With all that context, it maps the deal from current stage to go-live: evaluation milestones, technical validation steps, procurement and legal review, executive sign-off, and implementation kickoff. Every milestone gets an owner (your side or theirs), a target date based on the close date, and notes where the deal has specific requirements.

How to use it

Run it when you’re moving a deal from discovery into evaluation, or anytime you need to reset momentum on a stalled opportunity. Just point it at the deal — by name or CRM link — and let it build the plan.

Review the output to make sure milestones match what you’ve discussed with the buyer, adjust any dates, and share it directly. The plan is designed to be buyer-friendly — clean language, clear next steps, no internal jargon. Use it as a living doc you update throughout the sales cycle, or regenerate it when the deal dynamics change.