Build the next steps with your buyer.
A shared roadmap to align goals, owners, and deadlines — from evaluation through launch and the first 30-day review. For sales leaders, individual reps, and founders selling directly.
Introduce the plan when you know it will be a long-term project. Start with your buyer’s outcome, then agree on the steps that belong in their process.
Add, remove, or reorder milestones. Change the columns. Edit the branding. Every working field is manual, so you stay in control when priorities change. You’ll need a Google account to save a copy.
Keep it mutual
Agree on what done looks like. Use completion criteria to make every milestone observable — “Review security” becomes “The buyer’s security owner confirms the required controls are acceptable.”
At each review, ask what finished, what changed, what is blocked, and what happens next. After launch, compare the first 30 days with the success measure you agreed at the start.
Start Here
Introduce the plan in a buyer conversation. Learn how to make a copy and adapt it together.
Your MAP
A clean working sheet for the buyer's goal, owners, agreed dates, and what each completed step looks like.
Example MAP
See a fictional evaluation move through purchasing, launch, and a review 30 days later.
Milestone Library
Choose optional steps for evaluation, approvals, purchasing, implementation, and review.
Get the free template.
What does your team need to improve?
Tell us where conversations stall, what your reps need help with, or whether you need people to run the outreach. We'll talk through your business and whether InboundOps is a fit.