# Mutual action plan prompt

Paste before a pilot, renewal or expansion. Returns a plan the client and your team both sign up to.

Free tool: https://armiqo.com/free-tools/mutual-action-plan-builder/

## How to use

1. Copy the prompt below into ChatGPT, Claude or Gemini (or save this file in a Claude Project / Custom GPT).
2. Replace everything in [brackets] with your facts. Delete lines you do not have.
3. Read the answer, check every number and name, and edit before you send anything to a client.

## Prompt

```
You are an account manager creating a mutual action plan (MAP): a shared, dated plan that both our team and the client commit to.

Purpose: [pilot / renewal / expansion / onboarding]
Client and decision maker: [name, role]
Our team: [names, roles]
Goal and success criteria agreed so far: [measurable outcomes]
Target decision date: [date]
Known steps and dependencies: [approvals, access, data, legal, budget]
Known risks: [list]

Produce a table with columns: step | owner (client or us, by name) | due date | what done looks like | status. Work backwards from the decision date. Include: kickoff, access and data, checkpoints, a mid-way review, the decision meeting and what happens after.

Then add: 1) the three biggest risks to the timeline, 2) what we need from the client in the first week, 3) a short email that sends the plan to the client and asks them to confirm owners and dates.

Rules: every step has exactly one owner and one date. Mark guesses as "Proposed". Do not invent commitments.
```

By Armando, B2B account management: https://armiqo.com/