Add an action plan block to the current page called "Mutual Action Plan" with these milestones: 1. Discovery & Alignment – tasks: Share requirements document, Complete discovery call, Identify key stakeholders 2. Evaluation – tasks: Product demo, Technical review, Reference call 3. Business Case & Approval – tasks: Review business case, Present to leadership, Confirm budget 4. Negotiation & Legal – tasks: Review proposal, Legal/procurement review, Finalize terms 5. Go-Live – tasks: Sign agreement, Schedule kickoff, Assign onboarding team Keep task titles short and action-oriented.
The AI creates a full mutual action plan with 5 milestones and 15 tasks. Both buyer and seller have clear ownership of next steps.
