Mutual Success Plan Template

A shared evaluation timeline that outlines the steps both buyer and seller must complete to reach a purchase decision by a target date — creating accountability and surfacing delays early.

Syntax

software-sales-ai

Mutual Success Plan — [Company Name]

Goal: Complete evaluation and reach a decision by [date]

Week 1:
- [Seller] [action with owner]
- [Buyer] [action with owner]

Week 2:
- [Seller] [action with owner]
- [Buyer] [action with owner]

Week 3:
- [Seller] [action with owner]
- [Both] [action with owner]
- Target decision date: [date]

Example

software-sales-ai

Mutual Success Plan — Acme Engineering
Target decision: March 28

Week 1 (Mar 7-14):
- [Seller] Provide security questionnaire and SOC 2 report
- [Seller] Schedule reference call with similar customer
- [Buyer] Complete technical review and integration assessment

Week 2 (Mar 14-21):
- [Buyer] Legal review of standard agreement
- [Seller] Commercial proposal delivered
- [Both] Executive alignment call with CTO

Week 3 (Mar 21-28):
- [Buyer] Internal business case reviewed
- [Both] Final commercial discussion if needed
- Decision date: March 28