
Mutual action plan evidence desk
Separate confirmed buyer commitments from seller assumptions.
- For
- B2B account executives and sales operations
- Solves
- Deal plans contain internal guesses presented as buyer commitments.
- Delivers
- Buyer-reviewable mutual action plan
- Built in
- about 4 weeks of creation time, MVP in 5 days
- Investment
- $12,000 for the MVP, $41,000 for the full product
- Run it
- Inside your business, or as part of your offer to clients
What it does
For b2B account executives and sales operations, turn consented meeting notes and buyer-approved milestones into buyer-reviewable mutual action plan.
- Extract proposed milestones.
- Link buyer confirmations.
- Distinguish assumptions.
- Flag missing owners.
- Draft clarification questions.
- Export shared plan.
What goes in, what comes out
- Consented meeting notes
- Buyer-approved milestones
AI drafts, people review. Operational coordination portal.
- Buyer-reviewable mutual action plan
How it works
The workflow
- InStart with
Consented meeting notes and buyer-approved milestones
- 1
The buyer creates a project
- 2
Supplies consented meeting notes and buyer-approved milestones
- 3
Confirms scope and access
- OutFinish with
Buyer-reviewable mutual action plan
AI does the heavy lifting, people stay in charge
Extract explicit commitments without inferring buyer intent. Keep model suggestions separate from verified facts. Link factual outputs to authorized input evidence and show missing information explicitly. Use deterministic checks for counts, dates, identifiers and arithmetic where applicable. A designated reviewer validates consequential outputs and signs off the delivered result.
What your team sees
Key screens: Milestone plan, Commitment evidence, Clarification queue. Use a queue or timeline as the opening view, with clear owners, dates and current states. Each case opens into its source context, proposed actions and discussion. Give external participants a limited form or status page. Make the next required action visible without opening every record. Open with milestone plan; move into commitment evidence for the detailed task; finish in clarification queue for review and handoff. Show the source record, uncertainty and approval status beside each proposed output.
Accounts and administration
Role permissions, task ownership, deadlines, reminders, approval gates, exception handling, action history, duplicate prevention and reversible configuration. Include organization-scoped access, named project owners, review queues, usage limits, export history and retention settings. Never reuse private customer material for other accounts without permission.
Integrations and data access
Approved sales collateral, CRM records and product or pricing information. Calendars, email, task managers and relevant business records. Use draft actions and supervised handoffs first, then enable only specifically authorized writes. Begin with uploads and exports of consented meeting notes and buyer-approved milestones. Any named system or connector is a candidate requiring current access and compatibility checks; no live connection is included by default.
How we build it
We build with our own AI software development factory, so most implementations take days to a few weeks of creation time, not months. You see working software at every step, and exact timing depends on availability.
- 1
Scoping call
Day 1Thirty minutes on your process, your data and how you want to run it: for your own team, or for your clients. You get a fixed scope and price for the MVP.
- 2
MVP
5 daysOne buyer segment, one recurring use case; first modules: extract proposed milestones; link buyer confirmations. Manual review in the loop. Built by our AI software factory.
- 3
Paid pilot
6 daysAccounts, roles, review states, audit trail and the first integration, hardened for two to three paying pilot customers.
- 4
Full product
2 weeksSelf-serve onboarding, billing, monitoring and the wider integration set.
- 5
Run and improve
MonthlyWe host, monitor and improve it for a fixed monthly fee, or hand it over to your team. How the retainer works.
Why we start with an MVP
An MVP, or minimum viable product, is the smallest version that your users can actually work with. It is not a cheap version of the full solution. It is a test, built to answer the questions that decide whether the rest is worth building.
- Pick the riskiest assumption. Here: will B2B account executives and sales operations use it to solve "deal plans contain internal guesses presented as buyer commitments"?
- Build only what tests it. One team, one use case, a few core modules. People do the rest by hand for now.
- Run a paid pilot. Agree the acceptance criteria, input limits and reviewer responsibilities before starting.
- Measure, then decide. Track unconfirmed milestones and plan acceptance. Then expand, change course or stop, with evidence instead of opinions.
MVP scope for this solution. Costed pilot: Draft support; no automatic outreach or deal probability prediction. Start with one buyer organization and a bounded set of representative inputs. Implement the first two modules: extract proposed milestones; link buyer confirmations. Support the third task through an assisted review queue: distinguish assumptions. Handle the remaining required functions manually until validated. Include input upload, source references, user correction, a reviewer approval step and export of buyer-reviewable mutual action plan. Authentication, account isolation, deletion controls and basic operational logging are included. Specialized production certification, live write integrations and broader rollout are not included unless explicitly stated.
After the MVP. After paying customers repeatedly accept buyer-reviewable mutual action plan, automate flag missing owners; draft clarification questions; export shared plan. Add one tested read integration, reusable customer configuration and scheduled repeat delivery. Increase supported formats or teams only when evaluation cases and reviewer capacity cover the new scope. Draft support; no automatic outreach or deal probability prediction.
What the build depends on. Explicit state definitions, owner mapping, approval rules, idempotent actions, notifications and recovery procedures. Workflow reliability matters more than fluent text. Obtain representative authorized inputs, an agreed review rubric and a buyer-side owner. Specific scope: Draft support; no automatic outreach or deal probability prediction.
Investment
A planning range to start the conversation, not a quote. You pay per phase, so you can stop after the MVP.
- Phase 1
MVP
One buyer segment, one recurring use case; first modules: extract proposed milestones; link buyer confirmations. Manual review in the loop.
- Phase 2
Paid pilot
Accounts, roles, review states, audit trail and the first integration, hardened for two to three paying pilot customers.
- Phase 3
Full product
Self-serve onboarding, billing, monitoring and the wider integration set.
Indicative total, MVP to full product$41,000about 4 weeks of creation time · start with the MVP from $12,000
Running costs per month
A rough indication of monthly hosting and AI model costs once it is live, not tested. Real costs depend on usage, file sizes and the models chosen.
| Stage | Hosting and infrastructure | AI usage | Total per month |
|---|---|---|---|
| MVP and paid pilotabout 3 customers | $30–$60 | $40–$90 | $70–$150 |
| Full productabout 50 customers | $110–$210 | $280–$560 | $390–$770 |
Run it or resell it
For your own team
B2B account executives and sales operations run it inside the business: consented meeting notes and buyer-approved milestones in, buyer-reviewable mutual action plan out, reviewed by your people.
As part of your offer
Agencies, consultancies and software companies can offer it to their own clients under their brand. We build and maintain it; you sell and deliver it.
Your brand, or this one
Run it under your own brand, or start from this concept style.
- primary
#912755 - accent
#54c97b - surface
#f1e4ea - ink
#22201e
- Headings
- Libre Baskerville
- Text
- IBM Plex Sans
- Voice
- Direct, upbeat, outcome-focused
Selling it to your own clients: the go-to-market playbook
Pricing to test
Test USD 750-2,500 setup plus USD 200-800 monthly for one bounded workflow and team. Cap case volume and implementation scope. Larger operational integrations need separate quotes. Prices are hypotheses. For this buyer, package the first sale around review one active deal plan and the defined buyer-reviewable mutual action plan. Record actual review effort before offering a recurring allowance. The commercial pilot fee is distinct from the platform development budget.
Message to test
Separate confirmed buyer commitments from seller assumptions. Demonstrate the result with review one active deal plan for b2B account executives and sales operations. Use a concrete before-and-after example without promising unmeasured savings.
Where to find buyers
Sales operations communities and revenue consultants
Lead magnet
Review one active deal plan
The first 30 days
- Week 1: interview five prospective buyers from b2B account executives and sales operations and inspect how they handle deal plans contain internal guesses presented as buyer commitments.
- Week 2: prepare review one active deal plan using authorized or synthetic material.
- Week 3: share the demonstration through sales operations communities and revenue consultants and seek one bounded paid pilot.
- Week 4: measure unconfirmed milestones and plan acceptance, review delivery effort and ask for a repeat purchase. This is a validation schedule, not a promise that the full product can be built in thirty days.
Paid pilot
Agree the acceptance criteria, input limits and reviewer responsibilities before starting. Run review one active deal plan and deliver buyer-reviewable mutual action plan. Compare unconfirmed milestones and plan acceptance with the buyer's current process on comparable cases; include corrections, missed issues and reviewer time. Seek payment and repeat use. Stop or revise the scope if data access, accuracy or unit economics fail.
Success metrics
Unconfirmed milestones and plan acceptance
Retention and expansion
Build repeat use around buyer-reviewable mutual action plan. Save approved configurations and review decisions with permission, revisit unresolved exceptions and show progress on unconfirmed milestones and plan acceptance. Offer a recurring volume allowance after repeat demand; expand to adjacent tasks only when the buyer asks and delivery quality remains acceptable.
Why clients would pick it
Customer-specific workflow rules, reliable handoffs, operational history and integrations that make the service part of daily work. For this concept, accumulate permissioned examples and reviewer corrections around separate confirmed buyer commitments from seller assumptions. The durable asset is reliable task-specific execution and trusted customer configuration, not access to a general-purpose AI model.
Alternatives and positioning
Shared inboxes, spreadsheets, task boards and existing workflow automation products. Position this concept around separate confirmed buyer commitments from seller assumptions. Compare it against the customer's current process on the same representative task. This is proposed differentiation; no exhaustive competitor study or uniqueness claim has been established.
Main delivery costs
Workflow configuration, integration maintenance, model calls, notification delivery, exception support and monitoring. Initial validation additionally budgets for sales reviewer workshop. Track model usage, storage, reviewer minutes, exception handling and customer support per accepted deliverable.
Safeguards
Keep product capabilities and commercial terms verified. Use authorized customer records and require review before outreach, promises or pricing exceptions. Draft support; no automatic outreach or deal probability prediction. Require appropriate access and publication approval. Preserve source material, label AI drafts and make corrections traceable. Measure false positives and missed cases alongside speed.