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Documentation Index

Fetch the complete documentation index at: https://docs.dealtree.io/llms.txt

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The Action Plan helps you turn account intelligence into clear next steps. After you generate an org chart and map the buying committee, Dealtree can create a practical action plan for moving the deal forward. The action plan is based on your Seller Context, account notes, stakeholder data, org chart, and buying committee roles.

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Pre-conditions

Before using the Action Plan, make sure you have:
  • Created a Dealtree account
  • Logged in to your workspace
  • Added at least one account
  • Opened the Account Workspace from the Accounts Dashboard
  • Set up your Seller Context
  • Generated or synced the Org Chart
  • Generated the Buying Committee
  • Added account notes, if you already have deal-specific context

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What is the Action Plan?

The Action Plan is a set of recommended sales actions for a specific account. It helps you understand what to do next based on the current account structure and buying committee coverage. Instead of only showing who the stakeholders are, the Action Plan helps answer questions such as:
  • Who should you engage next?
  • Which buying committee roles need validation?
  • What should you ask your Champion?
  • Which risks should you address?
  • Which stakeholders need follow-up?
  • How can you strengthen multi-threading?
  • What steps can help move the deal forward?

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Why the Action Plan Matters

Account intelligence is only useful when it leads to action. You may know the org chart and buying committee, but still need a clear plan for what to do next. The Action Plan helps you connect stakeholder data with practical sales execution. It can help you:
  • Prioritize next steps
  • Validate the decision process
  • Strengthen your Champion relationship
  • Identify missing stakeholders
  • Address possible blockers
  • Engage the Economic Buyer
  • Prepare for technical or procurement review
  • Build a multi-threaded sales motion
  • Reduce the risk of deal stagnation

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What the Action Plan Includes

Depending on the available account data, the Action Plan may include tasks related to:
  • Confirming the approval path
  • Validating the Economic Buyer
  • Engaging the Champion
  • Identifying missing buying committee roles
  • Following up with key stakeholders
  • Addressing objections or risks
  • Preparing technical validation
  • Mapping procurement or legal steps
  • Building internal momentum
  • Planning multi-threaded outreach Each task may include details such as priority, related stakeholder, buying committee role, and status.

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How Dealtree Creates the Action Plan

Dealtree uses multiple sources of account context to create the Action Plan. These may include:
  • Seller Context
  • Account notes
  • Org chart data
  • Stakeholder profiles
  • Buying committee roles
  • Covered and uncovered roles
  • Confidence scores
  • Account complexity For example, if the Champion is identified but the Economic Buyer is missing, the Action Plan may recommend asking the Champion to confirm who owns the budget. If the Technical Buyer is identified, the Action Plan may recommend preparing a technical fit discussion or validating technical approval requirements.

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Steps to Access the Action Plan

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Step 1: Log In to Dealtree

Go to: https://app.dealtree.io Enter your email and password, then log in to your workspace.

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Step 2: Open the Accounts Section

From the left sidebar, click Accounts. This will open the Accounts Dashboard.

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Step 3: Select an Account

Click the company name or account row you want to review. This opens the Account Workspace.

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Step 4: Open the Action Plan Tab

Inside the Account Workspace, click the Action Plan tab. This opens the action plan section for that specific account. Review the recommended tasks, priorities, related roles, stakeholders, and status. Use these tasks to decide what actions to take next in your sales process.

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What to Do After Reviewing the Action Plan

After reviewing the Action Plan, you can:
  • Follow the recommended next steps
  • Update task status as work progresses
  • Add notes after calls or follow-ups
  • Validate missing buying committee roles
  • Ask your Champion for internal context
  • Engage additional stakeholders
  • Prepare for technical, procurement, or legal review
  • Regenerate the Action Plan after major account updates

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Important Notes

  • The Action Plan is specific to each account.
  • Action Plan quality depends on Seller Context, notes, org chart data, and buying committee results.
  • Add useful notes before generating the Action Plan for better recommendations.
  • Review the Buying Committee before using the Action Plan.
  • If the account data looks outdated, use Sync Organization before generating a new Action Plan.
  • Treat the Action Plan as a sales strategy guide, not a replacement for your judgment.
  • Update notes and regenerate the Action Plan as the deal changes.