Sync with buyers & customers using Mutual Action Plans
Collaborate with your buyers & customers on mutual action plans, and share tactical next steps and/or onboarding while creating clear accountability.
Help close complex deals faster
A single source of truth that’s regularly updated and shared
Sharing reliable and up-to-date information on future actions
Create a sense of urgency and accountability for stakeholders
Connect action items, due dates, accountability and deliverables
Help your champion be a champion
A clear overview of the deal from first steps to onboarding
Inform senior decision-makers about what’s happened, and what’s next
Minimise unnecessary email ping-pong when new stakeholders join in
Guide buyers on prioritisation and give clarity on progress
Accurate pipeline forecasting with live intent data
Assign buyers to tasks and track engagement by aligning them with due dates
Track real-time MAP views, interactions, and completed steps
Leverage Mutual Success Plans to validate buyer intent early on
Use this data to understand when deals are likely to close
Reduce unnecessary admin work
Avoid back-and-forth follow-ups on forgotten deliverables
Save time and stay focused by eliminating unnecessary activities
Use MAPs for real-time updates instead of searching through CRM notes for next steps
A modern way to involve buyers by assigning and tracking tasks in a single collaborative space
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"Trumpet has been one of the tools that has helped make the UK market viably scalable for Employment Hero, which in turn has led to a £140m investment round and a £1bn valuation."
Ollie Russell
Head of Sales UK, Employment Hero
"Trumpet helps us fast-track our enterprise deals by discovering hidden stakeholders and managing buying committees better. Our Prospects love it because its such an easy buying experience, and everyone gets up to speed much quicker."
Rhys Brown
Account Executive, EMEA at Crossbeam
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"Following on from the sales team's success, we rolled it out across our CS team. Handovers from Sales to CS live within trumpet, giving our customers a consistent source of truth for all things Otta, regardless of who their day-to-day contact is."
Stephanie Guerin
Sales Lead, Otta
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“We’re confident that trumpet has been a massive indicator of our increase in conversions - our closed-won conversions have doubled! I know how much the team loves it too.”
Alexis Prades
Head of Sales, Payfit
“Trumpet really flips the script on selling keeping buyers engaged and helps us come to a collective decision quicker - I couldn't vouch for it more highly.”
Maxwell Oldham
Business Development Manager, Sifted
Join 8000+ users blowing their trumpet
Mutual Action Plan features
Set due dates
Set an end date for tasks to drive deal momentum
Attach files
Link contracts, assets, and other items to tasks for review
Assign buyers to tasks
Assign individuals in the buying team to specific next steps
Get notified
Receive instant updates when a task is checked as complete
Get notified
Receive instant updates when a task is checked as complete.
Get notified
Receive instant updates when a task is checked as complete.
Frequently Asked Questions
Using a mutual action plan:
- Ensures clarity and complete transparency
- Accelerates the sales cycle
- Increases the probability of successful deals
- Drives collaboration between the buying and selling teams
- Tasks
- Roles
- Responsibilities
- Outline steps
- Milestones
- Deadlines
This alignment of processes between the buyer and the seller needs to be clearly communicated and agreed upon.
Additionally, you can assign specific next steps to individual Pod viewers, set due dates, and even upload files that align with each step. For example, if you set a task for the Head of Sales to review a proposal, you can also attach the PDF of that proposal to the task for easy access and reference.
From a branding perspective, you can incorporate your prospect's brand style and logo to add that extra personal touch.
Get started with trumpet for free!
No credit card required.
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