Part of the digital sales room

Mutual action plan software for sharing next steps with your buyer.

Deal plans get buried in email and quickly go stale. HummingDeck keeps the current plan inside a digital sales room, next to the documents it depends on, so the seller and buyer can work from the same link.

Start freeOpen a demo Room

Paid plans start with a 7-day trial, and you won't need a card.

Why spreadsheets drift

The plan gets messy when nobody knows which version is current.

A separate sheet gives everyone one more link to find. Change a deadline and you're back to reconciling the sheet with the documents and the latest email. Keep the plan inside the Room, and it stays beside the work it refers to.

What you get

Use as much structure as the deal needs.

For a short deal, a flat checklist is often enough. Longer deals can be split into phases, with a seller or buyer owner, a due date, and a clear description on every task. Add subtasks or dependencies when the order would otherwise be hard to follow.

Each Room has one plan. It can stay as a simple checklist or grow into a phased process without moving the work somewhere else.

  1. 01

    Start with a checklist

    Keep shorter deals flat. When the work grows, group evaluation, approval, and rollout into phases.

  2. 02

    Show who owns what

    Assign work to someone on the seller or buyer side. Your internal tasks stay private.

  3. 03

    Let dates follow the deal

    Use fixed due dates, or schedule tasks relative to a target date when the timeline is likely to move.

What the buyer sees

Your buyer opens the Room and sees their part of the plan.

Identified recipients can check off their buyer-visible tasks right inside the Room. They don't need a HummingDeck account, and there's nothing to install.

Your internal tasks stay private, while the buyer sees only the shared work and the context you've added for them.

Keep the context close

Keep the task next to the file it depends on.

Put the pricing sheet, security document, recorded walkthrough, and plan in the same Room. Then there's one link to send, not a spreadsheet plus a folder plus whichever email had the latest notes.

The document record stays nearby too. Open analytics when you want to check page-level attention or return visits.

Acme deal Room

Proposal12 pagesPDF
Security overview8 pagesPDF
Product walkthrough4:32Video
DocumentsAction planActivity

Evaluation

Complete security review

The security overview and the task are in the same Room, so the buyer doesn't have to hunt for either.

Approval

Approve rollout plan

The approval follows the security review, so the order is clear.

See how Rooms workExplore document analytics

Action plans

All active Rooms

Updated just now

Acme rollout

Next: Security review

4 of 7
Seller schedule

Northstar renewal

Next: Pricing sign-off

3 of 5
Seller schedule

Juniper onboarding

Next: Data import

6 of 8
Seller schedule
Seller reminder Owner digest .ics export Google Calendar

Keeping it current

Keep your team on schedule without filling the buyer's inbox.

Shared progress shows you what's done and what still needs attention. Seller reminders and owner digests cover the plans your team is running across active Rooms. When the dates belong on your calendar, export an .ics file or connect Google Calendar.

Buyer task emails aren't part of this workflow. Buyers come back through the Room link when they want to check off their visible tasks.

Pro and Business

Put the question on the task, not in another thread.

On Pro and Business, you can start a Room Discussion on a buyer-visible task. If the buyer has a question about the security review, they can ask it where the work is listed and your answer stays with the task.

See how Room Discussions work

Complete security review

Due Sep 18

Discussion
SC

Sarah Chen

Can you confirm which security document covers data retention?

Alex Morgan

Yes. Open the Security tab and use the retention overview at the top.

AM
Reply in thread

How it is structured

Keep it as a checklist until phases are useful.

There's one mutual action plan in each Room. Leave it as a checklist for a shorter deal, or group the tasks into phases when evaluation, approval, contracting, and rollout need clearer handoffs.

Close plan or mutual action plan

A close plan stays internal; a mutual action plan includes the buyer.

Internal

Close plan

A close plan is your internal checklist for getting the deal signed. It isn't the buyer's working plan.

Shared

Mutual action plan

A mutual action plan shows both sides the buyer-visible steps, who owns them, when they're due, and what's already done.

You may also hear this called a mutual success plan or a joint execution plan. The name matters less than the working setup: both sides can see the path, and the buyer can complete the tasks assigned to them.

Choosing a plan

Pick a tier based on how many Rooms you need.

A mutual action plan is available on every HummingDeck tier. Free comes with one Room; Starter costs $10 per month and comes with three. Pro is $25 per user each month, with 15 Rooms and Room Discussions. Business is $40 per user each month and removes the Room limit.

You can try any paid plan for seven days without entering a card. Start with the number of Rooms you expect to run, then check whether your team needs Discussions or the controls in the higher tiers.

Compare pricing

FAQ

A few practical questions about mutual action plans.

01What is a mutual action plan?

It's the shared version of a deal plan. Each step has a clear owner and date, so the seller and buyer can see what's done, what's next, and where the process has slowed down.

02How do I create a mutual action plan?

Start with the outcome and target date, then write down the seller and buyer work needed to get there, with an owner and due date for each task. If the list gets hard to scan, group it into phases and review it with the buyer during your next conversation. In HummingDeck, that plan sits inside the Room beside the supporting documents.

03Do buyers need a HummingDeck account?

Buyers open the Room link and check off their own buyer-visible tasks straight away. They don't need to create a HummingDeck account or install anything. The recipient does need to be identified so HummingDeck can show the right assigned tasks.

04What is the difference between a close plan and a mutual action plan?

A close plan belongs to the seller and tracks what needs to happen internally to win the deal. A mutual action plan is shared with the buyer, so their visible tasks, owners, dates, and progress become part of the working process.

05Is a mutual success plan the same thing?

Usually. Teams often say mutual success plan when the work continues into onboarding or customer success. Joint execution plan is another common name. Whatever you call it, both sides should be able to see the path and act on their assigned work.

06What goes in a mutual action plan?

Start with the intended outcome, then add the main milestones, the work on both sides, an owner for each task, and the due dates. Dependencies and subtasks are useful when the order isn't obvious. Keep private seller work internal instead of putting every sales activity in front of the buyer.

07What is the best software to track customers?

Start with the customer activity you actually need to follow. HummingDeck makes sense when you want buyer tasks, deal documents, recipient activity, and page-level document signals in one Room. Keep the broader account and pipeline record in your CRM.

Try it on a live deal

Try the plan on your next deal.

Create a Room, add the files your buyer needs, and put the next task beside them. You can start free or look through the demo first.

Start freeOpen a demo Room