The Mutual Action Plan Build Session (60-Min Training)

Direct Answer

This 60-minute Mutual Action Plan (MAP) build session is a structured, high-velocity workshop designed for B2B sales teams to co-create a step-by-step plan with a prospect during the evaluation phase. The goal is to lock in a shared timeline, decision criteria, and stakeholder alignment, reducing sales cycle variance by up to 30% (based on data from Clari and Winning by Design).

You will run this as a live, facilitated meeting—ideally in a Gong-recorded video call—using a MEDDIC-MC framework to structure the MAP. Each section includes a verbatim script, time allocation, and actionable outputs. Expect to move fast, with the rep and prospect building the plan in real time.

1. Warm-Up: Align on the "Why" (10 min)

Time allocation: 10 minutes Objective: Establish the MAP’s value as a mutual commitment, not a sales tool. Open with a framing that positions the session as a partnership accelerator.

Verbatim script for the rep: "Thanks for blocking this hour. We’re going to build a Mutual Action Plan together—this isn’t a sales timeline, it’s our shared roadmap to get your team to a confident decision. By the end, we’ll have clear steps, owners, and dates.

Let’s start with one question: *What’s the single biggest obstacle you see in getting this deal across the finish line internally?*"

Facilitator actions:

• Capture the obstacle in a shared doc (e.g., Google Docs, Notion, or a Salesforce record).
• Validate the prospect’s answer with a bold statement: "We’ll design this plan to remove that obstacle first. "
• Set the agenda: "We’ll cover decision criteria, stakeholder map, evaluation steps, timeline, and next actions. Ready?"

Output: One key obstacle documented. Energy is high, and the prospect feels heard.

2. Decision Criteria & MEDDIC-MC Check (15 min)

Time allocation: 15 minutes Objective: Use the MEDDIC-MC framework (Metrics, Economic Buyer, Decision Criteria, Decision Process, Identify Pain, Champion, Competition) to surface the prospect’s buying process. This ensures the MAP is grounded in their reality, not your assumptions.

Verbatim script: "Let’s map your decision criteria. I’ll use a framework called MEDDIC-MC—it’s how high-performing teams align. First, Metrics: what specific numbers will you measure to justify this investment?

Example: 'reduce churn by 20%.' Next, Economic Buyer: who signs the check? Is it the VP of Sales or the CFO? Then, Decision Criteria: list your top 3 must-haves.

Finally, Champion: who’s your internal advocate pushing this forward?"

Facilitator actions:

• Use a shared table in the doc with columns: MEDDIC-MC Element, Prospect’s Answer, Owner, Date.
• For each element, ask a bold follow-up: "Can you name the person with veto power? " or "What’s the one metric that kills the deal if it’s not met? "
• If the prospect hesitates, use a Challenger Sale technique: "Most teams I work with find that the Economic Buyer isn’t visible yet. Let’s identify them now—who else needs to approve?"

Output: A completed MEDDIC-MC table with at least 6 elements filled. This becomes the MAP’s foundation.

👉 Quick Call with Kory White, Fractional CRO · See Kory on LinkedIn · CRO Syndicate

3. Stakeholder Map & Champion Alignment (10 min)

Time allocation: 10 minutes Objective: Visualize the buying committee using a stakeholder map (e.g., a RACI matrix or a simple org chart). Identify the Champion’s influence and any blockers.

Verbatim script: "Let’s draw your stakeholder map. I’ll put you in the center. Who else is involved?

List names and roles: *Influencers*, *Decision Makers*, *Users*, *Blockers*. For each, rate their support as Green (champion), Yellow (neutral), or Red (opposed). Your champion is key—they’ll drive internal momentum.

Who’s your strongest advocate?"

Facilitator actions:

• Use a Miro board or a simple table in the doc. Example:

• Bold instruction: "Don’t skip the Red stakeholders. We’ll create a plan to move them to Yellow by the next checkpoint."
• If the prospect names a Champion, ask: "What’s the best way to equip them? " (e.g., a one-pager, a customer reference call).

Output: A stakeholder map with 3-5 names, support levels, and at least one action for each.

4. Evaluation Timeline & Milestones (15 min)

Time allocation: 15 minutes Objective: Build a step-by-step timeline from today to the decision date. Use Salesforce data on average cycle lengths (e.g., 45-90 days for enterprise deals) as a benchmark. Include validation steps like demos, proof of concept (POC), reference calls, and legal review.

Verbatim script: "Now, let’s build the timeline. Based on your MEDDIC-MC answers, what’s your target decision date? For example, if it’s 60 days out, we’ll reverse-engineer from there.

Key milestones: Demos (Week 1-2), POC (Week 3-4), Reference Calls (Week 5), Legal Review (Week 6), Executive Alignment (Week 7-8). Let’s assign owners—you, me, or your team. What’s the first step you can take this week? "

Facilitator actions:

• Use a Gantt chart in the doc or a tool like Asana. Example:

• Bold check: "If legal review takes 3 weeks, we need to start it by Week 4. Does that align with your procurement process?"
• Use Gartner research: "Gartner says 77% of B2B buyers find the purchase process very complex. Let’s simplify by having a single point of contact for each milestone."

Output: A timeline with 5-7 milestones, dates, and owners. The prospect commits to at least one action.

5. Next Actions & Accountability (5 min)

Time allocation: 5 minutes Objective: Lock in immediate next steps for both parties. Use Outreach or Salesloft to automate follow-ups post-session.

Verbatim script: "Let’s close with clear next actions. I’ll send you this MAP via email within 1 hour. Your action: share this with your Champion and the Economic Buyer by Friday. My action: send the POC proposal by Wednesday. We’ll reconvene in 2 weeks to review progress. Is that commitment okay? "

Facilitator actions:

• Document actions in the MAP doc with deadlines. Example:
• Prospect: Share MAP with CFO by Oct 12.
• Rep: Send POC proposal by Oct 10.
• Bold reminder: "If you miss your action, the timeline slips. Let’s agree on a penalty—like a 15-minute check-in call to reset."
• Use Winning by Design’s "Commitment Curve" concept: "We’re moving from 'interested' to 'committed'—this MAP is the proof."

Output: Two specific actions with deadlines. Both parties verbally commit.

6. Close & Handoff (5 min)

Time allocation: 5 minutes Objective: End with a strong summary and a call to action. Ensure the MAP is saved in your CRM (e.g., Salesforce) for visibility.

Verbatim script: "Great work. Here’s what we built: a Mutual Action Plan with your decision criteria, stakeholder map, timeline, and next steps. I’ll update this in Salesforce and share a link. Your homework: send that MAP to your team. My homework: prep the POC. Any final questions before we close?"

Facilitator actions:

• Save the MAP as a Salesforce Opportunity record with a custom "MAP Status" field.
• Send a follow-up email with a bold subject line: "Our Mutual Action Plan – Let’s Execute"
• Bold closing statement: "This plan only works if we both execute. I’ll hold you accountable; you hold me accountable. "

Output: MAP saved in CRM. Follow-up email sent within 1 hour.

FAQ

Q: What if the prospect refuses to build a MAP? A: Frame it as a risk mitigation tool. Say: "Without a MAP, we risk misalignment. Most deals that lack a shared plan slip by 40% (Clari data). Let’s start with just the timeline."

Q: How do I handle a prospect who gives vague answers? A: Use MEDDIC-MC to probe. Ask: "Who exactly is the Economic Buyer? " If still vague, offer a template: "Here’s a sample MAP from a similar deal—let’s adapt it."

Q: Can I use this for renewal or expansion deals? A: Yes. Modify the timeline to include "Current Contract Review" and "Expansion Criteria." Use Salesforce data on past cycle times.

Q: What if the stakeholder map reveals a Red blocker? A: Create a specific action: "We’ll schedule a 1:1 with Tom Rivera to address security concerns. " Use a Challenger Sale approach to reframe the blocker’s objection.

Q: How often should I update the MAP? A: Weekly during active evaluation. Use Outreach to automate reminders. If no progress in 2 weeks, escalate to a Gong-recorded call to review.

Q: What tools can I use to build the MAP live? A: Google Docs, Notion, or a dedicated Salesforce MAP template. For visual timelines, use Miro or Asana.

Sources

• Gartner: The B2B Buying Process is More Complex Than Ever
• Winning by Design: The Mutual Action Plan Framework
• MEDDIC-MC Framework Overview
• Clari: Sales Cycle Benchmarks and Data
• Salesforce: How to Build a Mutual Action Plan
• Gong: Best Practices for Sales Call Recordings
• Outreach: Automating Post-Meeting Follow-Ups
• Challenger Sale: Key Concepts