Mutual Action Plan
Turn commitments and timelines from recent calls into one shared, dated plan: who does what, by when, on both sides, toward an agreed goal.
Overview
Mutual Action Plan turns the commitments made on recent calls into a single shared plan. It reviews an account's recent meetings, then reads the most substantive of them for open items, agreed next steps, owners, and the dates each side discussed. The result is one dated table of steps, each owned by your team or the customer, driving toward an agreed goal.
The plan is built for account executives and customer success managers running a close or an onboarding. Every step traces back to something said on a call. When a step was discussed without an owner or a date, the skill marks it for confirmation instead of guessing.
Give it the account (a ZoomInfo company ID, or a name to resolve) and the goal with its target date. If the plan depends on a date that was never discussed, the skill asks you rather than inventing one. When no conversation data exists, it says so and offers to draft from items you provide.
What It Does
- Recent call review: Scans account-scoped meetings in chronological order and picks the two to four most substantive for a closer read.
- Commitment extraction: Reads each selected call with conversation_intelligence for open items, agreed next steps, owners, and any dates or sequencing raised.
- Two-sided ownership: Tags every step to your team or the customer, so the plan shows who is on the hook for what.
- Deduped, ordered plan: Merges items across calls into one table sorted by date, with undated steps placed last.
- Gap flagging: Surfaces steps discussed without a clear owner or date, plus unresolved dependencies, as the first things to nail down.
Use Cases
Turn Close-Stage Calls Into a Shared Plan
You have run three calls with a late-stage prospect and want a close plan both sides agree to. The skill reads those calls, pulls the security review, the procurement steps, and the exec sign-off that came up, then assigns each an owner and the date discussed. Anything raised without a date lands in the gaps section to settle on the next call.
Build an Onboarding Plan From a Kickoff
After a signed deal, the kickoff call covered integration work, a training session, and a go-live target. The skill turns that conversation into a dated plan split across your team and the customer, so onboarding starts from what was actually committed rather than a generic template.
Align Both Sides on Next Steps and Dates
Heading into a weekly deal sync, you want a clean view of who owns what. The skill produces the ordered table and flags the two steps discussed without an owner, giving you a short, specific list to confirm with the customer.
Skill Definition
The raw markdown Claude uses when this skill is invoked.
--- name: mutual-action-plan description: Build a mutual action plan (MAP) from what was actually discussed on recent calls — the shared, dated set of steps each side owns to reach the goal. Reviews recent engagements and goes deep with conversation_intelligence scoped to individual calls to pull open items, agreed next steps, owners, and the timelines discussed. Identify the account by ZoomInfo company ID (preferred) or name/domain (triggers a lookup). Use when someone says "build a mutual action plan for Acme", "turn our last calls into a MAP", "what are the next steps and dates on both sides", or needs a close or onboarding plan. Evidence-based: it plans only what was discussed and asks for the target date if one was not stated. --- # Mutual Action Plan Turn the commitments and timelines from recent calls into a single shared plan: who does what, by when, on both sides, toward an agreed goal. ## Prerequisites `browse_engagements` (to find the calls) is free but requires an active calendar/meeting integration; `conversation_intelligence` (to read them) requires at least one connected meeting or email source and consumes AI credits (minimum ~9 per call), and this skill calls it once per key engagement, so the spend scales with how many calls you deep-read. `account_research` (optional deal context) consumes AI credits. If no conversation data exists, say so rather than inventing a plan. ## Input Provided via `$ARGUMENTS`: - **Account** (required) — ZoomInfo company ID (preferred), or a name/domain to resolve via `search_companies`. - **Goal & target date** (ask if it matters and was not given) — the close date, go-live, or objective the plan drives toward. Do not assume it; if the plan needs a date that was never discussed, ask the user. ## Workflow 1. **Resolve the account.** If no account was supplied, ask the user which one before proceeding. Use the ZoomInfo ID directly, or resolve a name/domain via `search_companies` (`browse_engagements` filters by company ID + date, not by name). 2. **Find the recent calls.** Call `browse_engagements` (account-scoped, `engagementType: MEETINGS`, `sort: -chronological`). Pick the few most recent substantive calls that carry plan-relevant content (typically the last 2-4); each gets its own CI call, which costs credits, so do not fan out across the whole history. Keep their engagement IDs. 3. **Deep-read each call.** Run `conversation_intelligence` scoped to each engagement ID (one CI call per engagement) for open items, agreed next steps, who owns each (us vs them), and any dates, deadlines, or sequencing discussed. Keep each query to its single engagement; CI sees only the last few engagements and cannot topic-search or count. 4. **Confirm the goal.** If a target close/go-live date or objective was discussed, anchor the plan on it. If the plan needs one and it was never stated, ask the user rather than inventing a date. 5. **Assemble the MAP.** Merge the items into one plan, deduping across calls. Give each a clear owner and a target date where one was discussed. Order by date. Mark anything discussed without an owner or date as needing confirmation. Include only steps the conversations support; do not pad with a generic playbook. ## Output Format ### Mutual Action Plan — [Company] *Goal: [stated objective and target date, or "target date not stated — confirm with the customer".]* | # | Step | Owner | Target date | Status | Source | |---|------|-------|-------------|--------|--------| | 1 | | Us / Them | | open / done / at risk | [call] | Ordered by target date (undated steps last). **Gaps to confirm** — steps that were discussed without a clear owner or date, and any dependency the calls left unresolved. These are the first things to nail down with the customer. ### When there is no data If `browse_engagements` finds no recent calls, or they have no transcripts to read, tell the user a MAP cannot be built from conversations and offer to draft one from items they provide, rather than fabricating steps or dates.
Created by
Rowan Bailey
Senior Director, Product
Provided by
ZoomInfo ↗Capabilities
- Reviews account-scoped meetings and selects the most substantive calls to read
- Deep-reads each call for open items, agreed next steps, owners, and dates
- Tags every step to your team or the customer with a target date where discussed
- Merges items into one plan ordered by date, undated steps last
- Flags steps that lack a clear owner or date as the first things to confirm