Mutual Action Plan

FAQs

Need help with something? Here are our most frequently asked questions.

Can prospects collaborate on Mutual Action Plans?

Dealroom falls into a vertical of sales enablement called Mutual Action Planning. At its core, the idea is that in order to close a deal, you need to get multiple stakeholders looking at the same information. Without dealroom, you would probably send people several email and then you might have a number of convoluted email threads each having disparate pieces of information – you can read more about this here.

Dealroom cuts through all of that by providing a collaborative workspace that you can use to share the documents and material that would be relevant to your prospect. From there you can share out the dealroom via a link and anyone who has access to that link will have access to the contents of the dealroom.

I know this is new, but it’s pretty groundbreaking. If this piqued your interest, book a call with us to find out more!

Yes! CueCard’s Mutual Action Plans are interactive and designed for real-time collaboration. Prospects can review timelines, check off completed steps, and communicate updates directly in the shared workspace.

Want to see how CueCard makes collaboration seamless? book a call with us, and we’ll walk you through it!

How does CueCard remind prospects about their next steps?

A CRM exists to act as a system of record for all your sales opportunities your sales team is pursuing or engaging in. However, it’s not something that can be exposed to your customer in any way. It’s solely an internal tool for your team.

Dealroom aims to be different in the sense that it's a shared workspace with your prospects and customers. The idea is that you can create a personalized workspace with all the materials that would be relevant to a prospect and company you are engaging with.

To that extent, we actually connect with your CRM to grab the opportunities and deals in your pipeline to autocreate deals in your dealroom. And it’s all bi-directional, if you update that deal in your CRM it’ll get reflected in the dealroom.

We currently only integrate with hubspot, but we will soon integrate with pipedrive and salesforce.

If this is confusing to you, or you have other questions, OR you want to tell us what CRM integrations to build next, book a call with us!

CueCard automates follow-ups, sending reminders and slack messeges on due dates, ensuring tasks don’t fall through the cracks. Prospects receive timely updates without you having to chase them manually.

Curious how our automated follow-ups work? Let’s chat and we’ll show you in action!

Can multiple stakeholders from the prospect’s side collaborate on a Mutual Action Plan?

Yes! CueCard’s MAPs allow multiple stakeholders, decision-makers, legal teams, finance, and security to access, update, and track progress in real time. This ensures alignment across teams and reduces back-and-forth communication delays.

Want to see how CueCard aligns all key players effortlessly? Let’s have a chat and explore the possibilities!

Just like how the sales knowledge chat indexes your knowledge base to help answer questions for salespeople, we’ve also integrated this with our dealrooms as well. The basic idea is that whatever documents you upload into your dealrooms will be indexed by our AI. From there, every dealroom will have a deal-specific chatbot that customers/prospects can.

If you’re curious about how this works or what other applications that could be useful for, let's have a chat!

What happens if a prospect misses a deadline in the Mutual Action Plan?

CueCard sends automated reminders to keep prospects accountable. If a deadline is missed, the system will notify both your team and the prospect, allowing for proactive follow-ups to get the deal back on track.

Worried about missed deadlines? Let’s hop on a call and we’ll show how CueCard keeps deals moving forward!

There’s a couple of ways a dealroom can get sent to your customers. The easiest is to rely on our email automations. Basically, we will send emails out to any prospects you’ve assigned to the dealroom. From there, we will send periodic nudges based on documents added and different time cadences as well. Alternatively, you can just copy the link and send it out more manually if you want to have tighter control.

If you’re still wondering how to get these dealrooms out there, hop on a call with us!

Close Deals Faster with a Clear, Collaborative Roadmap

Keep your deals on track and your prospects aligned with Mutual Action Plans designed to drive success, milestone by milestone.

Keep Your Deals and Prospects on Track

The Mutual Action Plan creates a shared, transparent roadmap for both sides of the deal. With tasks, deadlines, and responsibilities clearly outlined, you’ll ensure that deals move forward smoothly without bottlenecks or confusion.

Segment Relevant Documents by Milestone

No more sifting through endless files. Mutual Action Plans automatically link the right documents such as contracts, presentations, security reviews, and more to their respective milestones. Your prospects will always have access to the right resources when they need them.

FAQs

Need help with something? Here are our most frequently asked questions.