Mutual Action Plans / B2B POCs
A shared runway between your team and every customer POC.
POC to Close is the workspace where you and your customer align on the phases, tasks, owners, and go-live dates that move a deal from POC to signed. Every deal, one plan. Both sides on the same page.
Vendor login Magic link for customers Reusable template
Mutual Action Plan
Acme Corp × POC to Close
Overall momentum
62%
Kickoff & stakeholder mappingVendor
SSO configurationCustomer
Security & compliance reviewCustomer
Executive sponsor readoutVendor
How it works
One template. Every POC. Total alignment.
Spin up a POC in seconds
Every new customer starts from your reusable template — Discovery, Technical Validation, Business Case, Close — with default owners and tasks ready to edit.
Shared with your customer
Send one magic link. Your customer views the whole plan and checks off their tasks — no signup, no password, no friction.
Two-lane accountability
Every task has an owner — vendor or customer. Progress bars show the split so nobody wonders whose turn it is.
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