HubSpot workflow
Mutual Action Plan Deck (Formal)
Build a shared plan from demo to go-live with a buyer, straight from a HubSpot deal. Portant fills the contact's name, the company name, the economic buyer and the date into a Formal Google Slides deck that lists the milestones and the next four weeks.
~5 min setup Β· Used by 100+ teams
Trusted by 40,000+ teams
Overview
Generate a formal mutual action plan deck from a HubSpot deal
A mutual action plan only helps if it exists while the buyer is still evaluating. Too often the rep rebuilds it in a blank deck after the demo, retypes the company and the economic buyer from the deal, and sends it once the momentum has cooled.
This template builds it from the deal. Data merge fills the contact's name, the company name, the economic buyer and the date into a Google Slides deck that already carries six milestones (demo, security review, pilot, commercials, signature and go-live) and a four-week Now, Next, Then, After plan. Output management files the finished deck where your team keeps it. The look is the Formal style: a restrained text-led layout with the milestones as a plain list.
It suits account executives and small sales teams who run evaluation-to-close deals in HubSpot and want one owner and one date per step. The Bold and Elegant editions carry the same plan in other visual styles, and the whole family ladders up to proposals.
Who is this for
Is this template right for you?
Sales teams and account executives who send proposals regularly.
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A plan on the table while the buyer is engaged. The deck is generated from the deal as the evaluation starts, so the milestones and the next four weeks are in front of the buyer instead of in the rep's head.
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Names and owners match the CRM. The company, the economic buyer and the owner of each milestone come from HubSpot, so the plan cannot name the wrong person on the step that decides the deal.
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A plan that reads as a document. The Formal edition keeps the layout restrained and text-led, with the milestones as a simple list, which suits procurement-heavy deals where the plan may be forwarded internally. It stays a Google Slides file your team can edit.
Setup
How to set up the mutual action plan deck
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Step 1: Connect HubSpot and Google Slides
Open Portant, install the HubSpot app from the Marketplace, and connect the Google Drive account that will hold the deck template and the generated plans.
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Step 2: Fill your company and contact details once
The deck has bracketed placeholders for [Your Company], [Your Name], [Vendor], [you@company.com], [+0 000 000 000] and [company.com]. Replace them once and every plan carries them. The milestone dates are [Date] placeholders because they are agreed with each buyer, so fill those on the generated deck.
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Step 3: Check the deal mapping
Contact First Name and Contact Last Name come from the contact associated with the deal, Company Name from the deal's associated company, and Deal Economic Buyer from the deal's economic buyer property (the property is named for the MEDDPICC economic buyer). Confirm each matches how your portal names it.
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Step 4: Set the trigger and filing
Choose the deal stage change or app card button that starts the run, then tell output management where to save the generated deck.
Frequently asked questions
A mutual action plan is a shared checklist that takes a deal from today to go-live, with one owner and one date for every step. Both the vendor and the buyer work from it, so a slipped date is visible early. This template generates one as a Google Slides deck from a HubSpot deal.
The Presented to line uses the associated contact's first and last name. The company name fills the cover line, the Security review and Signature owners and the first step of the four-week plan, and the deal's economic buyer property fills the Commercials owner and the pilot review step. The cover date comes from the run timestamp in MM/DD/YYYY format.
The rep does, with the buyer. Dates are agreed per deal, so they are placeholders in the template rather than merged fields. Merge fills the names, and each owner is already written into its milestone, such as the buyer's company on the security review.
The plan starts at the demo milestone and runs through go-live, so it fits a deal that has reached evaluation. The deck suggests reviewing it for five minutes at the end of each weekly check-in.
The Formal edition has a restrained text-led layout with the milestones as a plain list, with six milestones. The same plan is also available as Mutual Action Plan Deck (Bold) and Mutual Action Plan Deck (Elegant), so pick the look that fits the buyer and the deal.
Yes. The template is a Google Slides file, so you can rename a milestone, add or remove one, or rewrite the four-week steps before connecting it. Keep the merge tags in double curly braces where you want HubSpot data to appear.
Related templates
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Build a shared plan from demo to go-live with a buyer, straight from a HubSpot deal. Portant fills the contact's name, the company name, the economic buyer and the date into an Elegant Google Slides deck that lists the milestones and the next four weeks.
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