Layer 1

Mutual Action Plan Template

This proposal was prepared by:

[Sender.FullName]


Executive Summary

MM / DD / YYYY

Dear (NAME)

Thank you for submitting your RFP, and briefly telling us about what your company is looking for. We’ve worked with dozens of UK companies and have no doubt that we have the skills and resources needed to complete your project.

In this mutual action plan, we explain more about our company and why we’re uniquely positioned to serve you. We’ve also outlined the details of the project, including your company’s goals, deliverables, timeline, and next steps.

We know how challenging it can be to find the right vendor to meet your ongoing needs. So if you need additional information outside of what we’ve included in this sales proposal, feel free to reach out. One of our team members is always available to answer questions.

Thank you for your consideration, and we hope that you find this sales proposal useful.

Best Regards,

Company Representative


Project Overview


(COMPANY) is a recognized brand and leader in the [Industry Name] industry. In spite of everything your company has achieved, we know you could do more with a targeted sales solution and marketing plan.

We believe our solution will help your company strengthen its relationship with existing customers and increase product sales. We have specialized knowledge of your target market and can deliver the results you’re looking for.

Success Criteria




Timing

Looking to launch by 25th March:


Implementation

Steps

Owner

Date

Completed

Kickoff

Sylvia Porter

03/21/23

✅

Admin onboarding

Kara Walsh

04/15/23

✅

Manager onboarding

Kim Freeman

05/09/23

✅

Final training session

Trevor Whitehead

06/30/23

✅

30 Day review

Jeffrey Golden

07/30/23

✅

90 Day review

Jake Fowler

10/30/23

✅


Demo Recordings


You're in Good Company

Viva is used by 2,000 customers around the world.


Your Investment

Packages

Billing frequency

Basic

$6.00 / month
Users
  • Basic support
  • Up to 5GB per month
Recommended

Standard

$8.00 / month
Users
  • 24h support
  • Up to 10GB per month

Premium

$12.00 / month
Users
  • Priority 24h support
  • Unlimited storage
  • AI security monitoring

Sample Add-ons

Subtotal
$750.00
Subtotal
$750.00
Description
Item
Quantity
Price

Onboarding

$500.00
$500.00

Setup fee

$250.00
$250.00
Total$750.00

Return on Investment

By adopting (COMPANY), your sales team will benefit from a productivity boost with the hours saved on creating compelling proposals and content. We worked with Greg to estimate those savings – here’s our projection:

$100,962
Potential savings after one year


Testimonial

Working with (COMPANY_NAME) has transformed our business operations. Their all-in-one platform has made project management, team collaboration, and customer relationship management seamless and efficient. We've seen a significant increase in productivity across all departments. The support team at (COMPANY_NAME) is top-notch, always ready to assist us.

(CUSTOMER_NAME)

(CUSTOMER_COMPANY)

Featured Case Study

Discover how (CUSTOMER_NAME) improved the productivity of sales reps and deliver a personalized customer experience by modernizing their sales process:


Ready to get started?

About Us


(COMPANY_NAME) is a leading software company that specializes in cloud-based solutions designed to streamline business operations and boost productivity.

Since our inception, we have committed to revolutionizing the way businesses operate by integrating project management, customer relationship management, and team collaboration tools into one platform.


What's next?

Onboarding

We recognize that adopting a new platform can be a significant shift for your team. That's why our next step is to ensure a smooth onboarding process. We will guide you through every step - from setting up your account and integrating with your existing systems, to training your team on how to use the platform effectively. Our dedicated support team will be readily available to answer any queries and provide assistance as needed.

Continuous Support and Improvement

After successful onboarding, our relationship doesn't end there. We believe in continuous support and improvement. We will regularly check in to ensure everything is running smoothly and to address any issues promptly. Moreover, we continuously strive to enhance our platform based on user feedback and evolving business needs. You can expect regular updates with new features and improvements to help you get the most out of (COMPANY_NAME).



Contact Us

Website | Phone | Email