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
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:
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:
Terms and Conditions
The Legals
This product is meant for educational purposes only. Any resemblance to real persons, living or dead is purely coincidental. Void where prohibited. Some assembly required. List each check separately by bank number. Batteries not included.
Contents may settle during shipment. Use only as directed. No other warranty expressed or implied. Do not use while operating a motor vehicle or heavy equipment. Postage will be paid by addressee. Subject to CARB approval.
This is not an offer to sell securities. Apply only to affected area. May be too intense for some viewers. Do not stamp. Not rated by the Motion Picture Association of America. Call for nutritional information. Use other side for additional listings.
Printed on recycled paper. For recreational use only. Do not disturb. All models over 18 years of age. Prize not redeemable for cash value. If condition persists, consult your physician. No user-serviceable parts inside. Freshest if eaten before date on carton.
To be used as a supplementary restraint system only. Always fasten your safety belt. Subject to change without notice. Times approximate. Simulated picture. Do not staple or paper clip. Price slightly higher east of Alaska. No postage necessary if mailed in the United States.
Do not X-ray. Breaking seal constitutes acceptance of agreement. For off-road use only. As seen on TV. One size fits all. Many suitcases look alike. Contains a substantial amount of non-tobacco ingredients. Colors may, in time, fade.
We have sent the forms which seem right for you. Magnetic media, non-returnable if seal is broken. Formatted to fit your screen. Slippery when wet. For office use only. Not affiliated with the American Red Cross. Drop in any mailbox. Edited for television.
Keep cool, process promptly. Post office will not deliver without postage. List was current at time of printing. Return to sender, no forwarding order on file, unable to forward. Prolong exposure to vapors has caused cancer in laboratory animals.
Not responsible for direct, indirect, incidental or consequential damages resulting from any defect, error or failure to perform. Keep away from children. At participating locations only. Not the Beatles. Penalty for private use. See label for sequence.
Substantial penalty for early withdrawal. Do not write below this line. Falling rock. Lost ticket pays maximum rate. Phenylketonurics: contains phenylalnine. Your canceled check is your receipt. Add toner. Place stamp here.
Use only as directed; intentional misuse by deliberately concentrating and inhaling contents can be harmful or fatal. Avoid contact with skin. Road construction ahead. Open other end. Dealer participation may affect final price.
May not be present in all tap water. Sanitized for your protection. Be sure each item is properly endorsed. Sign here without admitting guilt. Slightly higher west of the Mississippi. Park at your own risk. Employees and their families and friends are not eligible. Beware of dog.
Contestants have been briefed on some questions before the show. Limited time offer, call now to ensure prompt delivery. You must be present to win. No passes accepted for this engagement. No purchase necessary. Processed at location stamped in code at top of
carton. Shading within a garment may occur. Keep away from fire or flames. See Uniform Code of Military Justice. Replace with same type. Approved for veterans. Booths for two or more. Indicates a low-fat item. Check here if tax deductible. Some equipment shown is optional.
Price does not include taxes. No Canadian coins. Tax, tag, and title not included in advertised price. Not recommended for children. Prerecorded for this time zone. Reproduction by mechanical or electronic means, including photocopying, is strictly prohibited.
No solicitors. No alcohol, dogs or horses. No anchovies unless otherwise specified. Avoid spraying into eyes. An 18% gratuity will be added for parties of 8 or more. Do not write under this line.
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