The Mutual Action Plan

A dated, shared checklist that aligns both teams on every step from first call to signed SOW. Built on 25+ years of consulting engagements and the bowtie sales framework. Copy it, adapt it, and use it with any firm — not just Sagentix.

Dated milestones

Every step carries an explicit day number so both sides know exactly where the engagement is.

Named owners

Buyer, Sagentix, or Both — no ambiguity about who moves what forward at each gate.

Decision gates

Two explicit go/no-go gates (proposal delivery and kickoff) so stalls surface immediately.

Sample MAP: Phase 1 PoC Engagement

11-day close cycle, from first call to kickoff. Adjust day counts to your procurement timeline — Sagentix can compress to 5 days for urgent engagements.

Day 0

Initial Strategy Diagnostic call (30 min)

Both

Founder-to-founder discovery. We confirm fit on ARR stage, vertical, and engagement scope. You walk out with a preliminary recommendation on which tier (Phase 1 PoC / Foundation / Revenue Architecture / Full GTM) is appropriate for your situation.

Day 1

Mutual NDA signed

Both

Standard Sagentix mutual NDA (we can sign yours if your legal team prefers). Covers both your confidential information and our methodology IP. 24-hour turnaround.

Day 2–3

Internal stakeholder alignment on your side

Buyer

You share the recording of the Strategy Diagnostic with your exec team and (if applicable) board. We provide a one-pager you can forward — no custom decks required.

Day 4

Scope confirmation call (30 min)

Both

We walk through the specific deliverables, timeline, and engagement checkpoints for the tier you selected. Any open questions from your exec team are addressed live.

Day 5

Proposal + SOW delivered

SagentixDecision Gate

Fixed-price proposal with exact deliverable list, quality-gate commitment, refund policy (for Phase 1 PoC), and engagement timeline. Sent via DocuSign.

Day 6–10

Buyer-side review and signature

Buyer

Your legal/procurement review (if required). We handle any redlines within 24 hours. Preferred payment terms confirmed (milestone billing, Net 15/30, or annual prepayment).

Day 11

Kickoff call + engagement starts

BothDecision Gate

60-minute kickoff. We confirm data inputs, clarify any remaining scope questions, and set the cadence for phase review calls. Phase 1 delivery starts the same day.

Day 11–18

Phase 1 delivery (for PoC tier)

Sagentix

Market intelligence deliverable produced, passed through the 12-point quality gate, and shipped. 30-minute review call to walk you through findings. Money-back guarantee active for 14 days after delivery.

How to Use This Template

Copy the 8 steps above into a shared Google Doc, Notion page, or internal project tracker.
Replace the Sagentix-specific items (quality gate, refund policy) with the equivalents from whichever firm you are evaluating.
Share the MAP with the vendor during your first call. A reputable firm will accept it and help you fill in the details.
Add your own internal steps (exec review, legal review, procurement gate) between our steps as needed.
Run the two decision gates as explicit go/no-go meetings. If either side is not ready, stop the clock and re-plan.

Ready to run this MAP with us?

Book a 30-minute Strategy Diagnostic and we'll treat this MAP as Day 0.

Book a Strategy Diagnostic Run the MEDDPICC Self-Scorecard