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Documentation Index

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

Use this file to discover all available pages before exploring further.

The Action Plan helps you decide what to do next inside an account. It turns your account intelligence into practical sales tasks based on the org chart, buying committee, seller context, and account notes. You can use the Action Plan to understand which stakeholders to engage, what risks to validate, which roles are missing, and how to multi-thread the deal more effectively.

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Pre-conditions

Before generating an Action Plan, make sure you have:
  • Created an account in Dealtree
  • Generated or synced the org chart
  • Generated the buying committee
  • Added relevant account notes, if you already know anything about the deal
  • Set up your seller context from the Seller section Adding notes is optional, but recommended. Notes help Dealtree understand important deal context, such as who your champion is, what stage the deal is in, or what concerns have already come up.

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Steps to Generate an Action Plan

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Step 1: Go to Accounts

From the left sidebar, click Accounts. This will open the list of accounts in your workspace.

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Step 2: Open an Account

Click on the account for which you want to generate an Action Plan. This will open the account workspace.

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Step 3: Go to the Action Plan Tab

Inside the account workspace, click the Action Plan tab. This is where Dealtree shows recommended tasks for moving the deal forward.

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Step 4: Generate the Action Plan

Click the Generate Action Plan button. Dealtree will analyze the available account data, including the org chart, buying committee, seller context, and account notes. Once the Action Plan is generated, review the task list carefully. Each task may include:
  • Task title
  • Priority
  • Related stakeholder
  • Buying committee role
  • Recommended action
  • Current task status The Action Plan is designed to give you a clear next step instead of leaving you with only raw account data.

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Step 6: Use the Tasks in Your Sales Process

Use the recommended tasks to guide your next outreach, internal deal review, discovery call preparation, follow-up, or stakeholder mapping. For example, the Action Plan may suggest that you:
  • Confirm the approval process with your champion
  • Validate the economic buyer
  • Identify missing procurement or legal stakeholders
  • Run a technical fit check with the technical buyer
  • Build a relationship with additional stakeholders
  • Investigate potential blockers

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Important Notes

  • The quality of the Action Plan depends on the quality of the available account data.
  • For better recommendations, generate the org chart and buying committee before creating the Action Plan.
  • Add notes about known stakeholders, deal stage, objections, internal politics, or previous conversations.
  • If the account context changes, update your notes and regenerate the Action Plan.
  • The Action Plan should guide your sales strategy, but you should still use your own judgment before taking action.

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Next Step

After generating the Action Plan, review each task and start working through the highest-priority actions first.