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Deal executionAEs & Sales Engineers

Mutual action plan

Conductor listens to the discovery or demo recap, turns commitments into a dated checklist, and keeps both sides aligned without manual docs.

Best for
Stage 3+ enterprise deals
Time to run
5 min
Outputs
Shareable MAP + CRM update
Signals it watches
  • Champion asks for next steps or security review
  • Legal/procurement looped into the email
  • Late-stage opp missing a documented close plan
Outputs you get
  • Mutual action workspace

    Link you can share with champions, editable with approvals.

  • Internal summary

    Notes for exec sponsors + forecast commentary.

  • CRM attachment

    PDF/Markdown stored on the opportunity record.

Workflow steps
Step 1

Ingest meeting notes

Use call transcript + Conductor notes from the side panel.

Step 2

Map stakeholders

Auto-fill roles, owners, and influence level.

Step 3

Build timeline

Lay out key milestones with suggested dates.

Step 4

Publish & sync

Send the MAP link to the buyer and log the same plan in CRM.

Want this playbook in your org?

We'll walk through the workflow live, install it in your environment, and leave you with approvals-on automation tied to pipeline.