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

> For B2B sales reps and account executives running a multi-step deal.

a mutual action plan as a Table of steps owned by both sides, shown as a Gantt timeline to the close date, with the business case built from the pilot’s own numbers — and a read-only live view you can send the buyer so both sides see the same plan. Distinct from renewal-plan (existing customer) and client-review.

## What goes on the desk

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

## Use it day to day

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

## Where Plexii helps

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