Mutual Action Plans

Turn every deal into a living, buyer-facing plan.

Tribble stitches Salesforce dates, stakeholder intel, Gong call notes, and enablement assets into mutual action plans that stay accurate, cited, and visible to every participant.

Stage hygiene
98%

Steps, dates, and owners stay current without manual spreadsheet wrangling.

Buyer engagement
+35%

Shared plans, proof points, and approvals keep both sides aligned.

Manager effort
-4 hrs/wk

Leaders review deltas in Slack instead of rebuilding timelines.

Before the handoff

Assemble the spine automatically

Tribble maps every stakeholder, milestone, and dependency from Salesforce, Gong, and prior plans to form a ready-to-share outline.

During the cycle

Coauthor with the buying team

Slack threads capture feedback, approvals, and blockers; updates sync instantly to Salesforce and the shared plan.

After sign-off

Create the rollout playbook

Closed-won plans graduate into implementation workstreams with owners, dates, and assets already assigned.

How it runs

Signals in, plan built, approvals captured, hygiene handled.

01. Listen

Harvest deal context

Pulls stage, MEDDICC, and next-step fields from Salesforce plus highlights from Gong and stakeholder notes.

Runs on stage change, post-call syncs, and manager requests.

02. Compose

Draft the plan

Tribble lays out milestones, owners, and customer tasks, attaches Highspot collateral, and creates a shareable doc in Google Drive or Notion.

Approval thresholds kick to managers or deal desks.

03. Collaborate

Keep everyone aligned

Slack channels post deltas, upcoming tasks, and risks. Buyers receive branded updates and can confirm or edit directly.

Edits sync back to the source doc instantly.

04. Close & hand off

Write back & launch CS

Confirmed dates, owners, and risks write to Salesforce; implementation plan kicks off with CS in Slack.

Audit trail keeps RevOps and leadership in the loop.

Integrated systems
Tribble reads and writes where your deal teams already work.
Why it matters

Predictable closes, cleaner data, happier buyers.

  • Buyer-ready plans: every plan includes cited proof points, risk mitigation, and sponsor checklists.
  • Always-current CRM: approvals update dates, owners, and next steps without manual entry.
  • Faster handoffs: CS inherits a plan with context, tasks, and agreed outcomes.
  • Manager leverage: deltas surface in Slack so leaders can coach before a slip becomes a surprise.

Signals from the field

“Tribble pulls our stakeholder intel, battlecards, and prior notes into one place. Plans stay current and we never scramble for the latest context.”
Verified Enterprise User · G2
Read the G2 review →
Next steps

Launch mutual action plans with Tribble.

We’ll pull your current templates, connect Salesforce, Slack, and Highspot, and pilot two live deals with buyers in under three weeks.