Mutual action plan desk: the steps to close, agreed with the buyer

What goes on the desk

• Table ‘Plan’ (Step, Side (single select: Buyer, Us), Owner, Start and Due (dates), Status) with the Gantt view (table views)
• Document ‘Business case’ (widget document)
• a second Table ‘Pilot results’ with a Chart of hours saved (widget chart)
• Contacts for the buying group (widget contacts)
• Inbox for the deal’s mail (connected mailbox) (widget inbox)
• Tasks for your side (widget tasks).

Set it up

build the plan table; publish a live view of the desk for the buyer, read-only and following your changes (share live web view).

1. Create a desk named for the real outcome, client or deadline.
2. Add the suggested widgets and rename each one for the job it performs.
3. Bring in the existing files or tables before inventing another copy of the information.
4. Set a due date, add the first visible next action, then save the arrangement as a template if you will repeat it.

Open this desk in the interactive demo

Use it day to day

update status after each call; the Gantt shows slippage at a glance.

A useful desk should reduce copying. Keep each changing fact in one widget, and let charts, summaries or views read from that source.

A worked starting point

Fictional example. Create the desk, add three real items that are already in motion, then use one full work cycle before changing the layout. At the end, remove anything you did not consult and add only the object that would have prevented a real interruption.

Where Plexii helps

the Document’s Draft with AI writes a follow-up you review before inserting (widget document); a Voice note of your own call notes gives a transcript and suggested next steps (widget voice note); Plexii answers from the desk with sources (ai assistant).

Related resources

• demo
• renewal plan
• gantt chart
• action item