A mutual plan is a simple but always evolving document updated and sent after each call which confirms your understanding with the prospect. This is not an implementation plan but it should start after the first call. It should summarize your meeting and your understanding of their business drivers, challenges, desired solution, business value, key stakeholders and the next steps. The plan should summarize your ValuePrompter from your sales call and the Business Issue, Problem, Solution, Value and Plan to help you craft the letter.
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