EVALUATION PLAN TEMPLATE
Sometimes referred to as a mutual action plan, mutual success plan, or close plan
Never miss a close date again. Systematically work every deal to a successful and on-time close.
The most important component of an on-time close is having a clear understanding of everything that needs to happen between today’s date and the date you’re forecasting to close the deal (contract execution date).
This shouldn’t be done in a silo either. It should be done in collaboration with your prospect, so it’s a best practice to share this template with your prospect.
With this free template, you’ll be able to:
Determine key milestones
Establish the mutual objectives for each milestone
Track who’s involved on both the vendor side and prospect side.
Select target dates for each objective with a convenient date picker
Communicate and collaborate with your prospect in real-time, directly in the sheet
If you change a target date, all other future milestone target dates will automatically change for you. This means you’ll be able to see the impact of today’s delays on tomorrow’s objectives.