Shared deal plans

You built the MAP. Then everyone stopped opening it.

A shared deal plan should reveal momentum, not hide it. Zocove connects owners, deadlines, dependencies, and buyer participation to the live deal — so your team sees the moment a plan starts slipping.

A Zocove mutual action plan for the Acme deal — phases like Discovery and Business Case, steps owned by seller or buyer with due dates, and a progress bar tracking completion.

A plan that's impossible to quietly ignore.

Action Plan Phases, owners, and due dates — with overdue steps called out, not buried.

You built a beautiful mutual action plan. Both sides agreed to it. Then it sat in an inbox, untouched, while the dates quietly passed.

A plan no one feels is no plan at all. Zocove makes slippage visible — and costly.

A shared plan

Owned on both sides of the table.

Phases, owners, due dates, and linked resources — with completion attributed to whoever actually did the work. Buyers can add their own steps and edit the ones they own.

Overdue steps cost you

Overdue steps visibly penalize the deal's health score. A slipping plan looks like a slipping deal — there's no hiding it on a green dashboard.

Nudge in one click

When a step is stuck, send a nudge to the owner in a single click — no awkward "just circling back" email to write.

Completion attribution

See who completed what, on both sides — so you know whether the buyer is really doing their part of the plan.

Playbooks

Start from a methodology, not a blank page.

Apply a Playbook at creation or mid-deal, with a 60-second undo if it's not the right fit. Your buyers never see the internal methodology jargon — just a clean, shared plan.

MEDDIC MEDDICC SPICED BANT Starter Custom
From your notes

Or start the plan from your last call.

No methodology in mind? Paste your call notes — or drop in a transcript from your call recorder — and Zocove drafts the plan for you: suggested steps with owners and due dates, ready to review and assign. The blank page is gone.

See what's happening inside your deals.

Free during early access — full platform unlocked. Founding Members lock in preferred pricing. No credit card required.