--- title: "Mutual Action Plan" url: "https://help.emlen.io/en/article/mutual-action-plan" language: "en" last_updated: "2026-07-10T09:00:07.421Z" --- # Mutual Action Plan Mutual Action Plans (MAPs) in emlen New feature # Mutual Action Plans (MAPs) in emlen Plan, align and track every step of a deal together with your buyer — directly inside your emlen Destination. A **Mutual Action Plan (MAP)** is a shared, structured to-do list that you and your buyer work through together to reach a common goal, for example a successful onboarding or go-live. In emlen you can now add a MAP as its own page inside any Destination. It is organised into **milestones** (phases such as "Kickoff" or "Rollout") that each contain **actions** (individual tasks). Every action can have an **assignee**, a **due date**, a **description** and a **comment thread**, so responsibilities and timelines are clear on both sides. As tasks are checked off, each milestone shows a live completion percentage, and the overall MAP progress is also visible in your Destinations overview. In shortA MAP turns a Destination into a shared project plan: seller and buyer see the same milestones and tasks, know who owns what and by when, and can follow progress in real time. ## Use cases: when to use a MAP A Mutual Action Plan is useful whenever you and another party need to work through a set of steps toward a shared goal. Common scenarios include: #### Track deal progress Map the steps to signature on an active sales deal and see exactly where it stands at any moment. #### Customer onboarding Guide new customers through setup and go-live with a shared checklist, so nothing slips between teams. #### Upselling & cross-selling Structure and track the steps of an expansion opportunity within an existing account. #### Customer Success projects Run ongoing customer projects — adoption, rollouts, QBRs — with clear owners and deadlines on both sides. #### Partner projects Coordinate joint initiatives with partners or resellers in one shared, transparent plan. #### Renewals & contract extensions Line up the tasks needed ahead of a renewal date so contracts don't lapse. #### Proof of Concept & evaluations Manage a POC or trial with agreed success criteria, owners and timelines. #### Procurement, legal & security review Navigate the buyer's internal approval steps — security questionnaires, legal, sign-off — transparently. #### Sales-to-Customer-Success handover Hand a won deal over to Customer Success with context and next steps captured in one place. #### Re-engaging stalled deals Reset expectations and next steps to get a paused opportunity back on track. ## 1\. Add a Mutual Action Plan to a Destination You add a MAP while editing a Destination. In the **Edit destination** screen, look at the **Content to distribute** panel on the right. Click the **Add** button (marked with a pink **New** badge) and choose **Mutual action plan**. A new "Mutual action plan" page is added to the list of content the buyer will see, shown with a pink checklist icon. 1. Open the Destination and click **Edit** (or create a new Destination). 2. In the **Content to distribute** panel on the right, click **Add** (the button with the **New** badge). 3. Select **Mutual action plan** from the menu. 4. A **Mutual action plan** page appears in the content list — it can be reordered like any other page. Adding a "Mutual action plan" page to a Destination via the Add button in the "Content to distribute" panel. *Description of the screen for reference:* the left panel is the **Content hub items** library with a search bar and filters (Owner, Tags, Formats, Language). The right panel, **Content to distribute**, lists everything the buyer will receive — here a "Welcome!" page, the new "Mutual action plan" page, and folders. The top bar shows **Changes unsaved**; click **Save changes** (top right) to keep the MAP on the Destination. ## 2\. Build the plan: milestones and actions Click the MAP page to open the **Edit mutual action plan** editor. Here you structure the plan into milestones and add the individual actions for each one. The MAP editor: milestones (Kickoff, Rollout) with their actions, assignees and due dates. ### What you can do in the editor - **Allow buyers to edit MAP** — a toggle at the top. When **OFF**, buyers can view the plan and tick off tasks but cannot change its structure. When **ON**, buyers can also add and edit milestones and actions themselves. - **Add milestone** — the button in the top-right header creates a new milestone (phase). Give it a name in the **Enter milestone title** field. Each milestone shows a progress bar and a **% completed** value. - **Add action** — the link under each milestone adds a task to that milestone. Type the task name in the **Enter action title** field. - **Assignee** — the person icon on an action lets you assign it to a team member or contact. Assigned people are shown by their initials (e.g. **CW**). - **Due date** — the calendar icon on an action sets a deadline (e.g. **Jul 17**). - **Reorder** — use the up/down arrows on a milestone to change its order, and the drag handle (the dotted grip on the left of an action) to reorder actions. - **Remove** — the red minus icon removes a milestone; the three-dot menu on an action lets you edit or delete it. - **Clear page** — resets the whole plan. **Save** stores your changes. TipBuild your plan around phases the buyer recognises — for example **Kickoff**, **Rollout**, **Go-live** — and keep each action to a single, clearly owned task with a realistic due date. ## 3\. Add details and comments to an action Open an action (via **Expand** or the three-dot menu) to reveal a detail panel on the right. This is where you add context and collaborate on a single task. The action detail panel: assignee, due date, description and a comment thread. The panel contains: - **Details** — the **Assignee** (here shown as **CW**) and the **Due date** (here **Jul 17**). - **Description** — a free-text field ("Add a short description") for instructions or context about the task. - **Comments** — a discussion thread on the task. When empty it reads "No comments yet. Add one to start the discussion." Use the **Write a comment** box at the bottom, including **@** mentions, to keep the conversation attached to the task itself. ## 4\. The buyer's view Inside the Destination, the buyer sees the **Mutual action plan** as a page in the left navigation (with a pink checklist icon). Opening it shows the same milestones and actions you created, each with a progress bar. Buyers tick the checkbox next to an action to mark it done; completed actions are shown with a strike-through, and the milestone's **% completed** updates immediately. How the buyer experiences the MAP: milestones with live progress, tasks they can tick off, and completed items struck through. From this view the buyer can also **Open chat**, **Meet** their contact, **Invite Others** from their team into the Destination, and — if you enabled **Allow buyers to edit MAP** — use **Edit**, **Add milestone** and **Add action** to shape the plan themselves. This makes the plan genuinely *mutual*: both sides keep it up to date. ## 5\. Track MAP progress across all deals You don't need to open each Destination to see how plans are going. In the **Destinations** overview, a dedicated **MAP progress** column shows the completion of each Destination's Mutual Action Plan at a glance. Destinations without a plan show **No MAP**; those with one show a progress bar and percentage (e.g. **50%**). The MAP progress column in the Destinations overview gives a quick status across all deals. (Customer names blurred.) Because MAP progress sits next to signals like **Buyer engagement**, **Visitors**, **Contacts** and the linked **CRM deal**, you can quickly spot which deals are moving and which have stalled, and follow up where a plan isn't progressing. ## Glossary Mutual Action Plan (MAP) A shared, structured plan inside a Destination that seller and buyer work through together, made up of milestones and actions. Milestone A phase of the plan (e.g. Kickoff, Rollout) that groups related actions and shows its own completion percentage. Action An individual task within a milestone. Can have an assignee, due date, description and comments. Assignee The person responsible for an action, shown by their initials (e.g. CW). Allow buyers to edit MAP A toggle that, when enabled, lets buyers add and edit milestones and actions — not just tick them off. MAP progress The completion percentage of a Destination's MAP, shown both inside the plan and as a column in the Destinations overview. emlen — Mutual Action Plans. For questions, reach out to your emlen contact or use the in-app chat.