FREE RESOURCE

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.

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WHAT YOU GET

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

Bonus Feature!

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.

Free Resource

Get our free template to help you never miss a close date again. 

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