Mutual Action Plan

Name the deal in the form below. Cobl builds a shared plan with the buyer, with every step, owner and date up to signature.

Mutual action plan

A shared plan with the buyer through signature.

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Which deal is the plan for?

Trusted by 1700+ teams to close deals faster.

Try it with Cobl

Build a mutual action plan for Helix.

Covered by

Get every step to signature, with owners and dates.

Which steps depend on the buyer?

Covered by

See the buyer's actions and the dates they agreed.

What is late?

Covered by

Get the steps behind schedule, with a next action.

Share it with Marta as a page.

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Receive the plan as a web page, A4, Excel or a dashboard.

Try it with Cobl

Agree on the path to signature, together

<!doctype html><html><head><meta charset="utf-8"><link href="https://fonts.googleapis.com/css2?family=Inter:wght@400;500;600;700&display=swap" rel="stylesheet"><style>html,body{margin:0;height:100%;overflow:hidden;background:transparent;font-family:Inter,system-ui,sans-serif;-webkit-font-smoothing:antialiased;color:#181818}.c{position:absolute;inset:0;display:flex;align-items:center;justify-content:center}.serif{font-family:'STK Bureau Serif Variable Complete',Georgia,'Times New Roman',serif}.mono{font-family:ui-monospace,'SF Mono',Menlo,monospace}.m{display:flex;align-items:center;gap:14px;background:#fff;border-radius:14px;padding:16px 20px;box-shadow:0 6px 20px -6px rgba(23,23,23,.10)}.av{display:flex}.av span{width:32px;height:32px;border-radius:50%;display:flex;align-items:center;justify-content:center;font-size:11.5px;font-weight:600;box-shadow:0 0 0 2px #fff;margin-left:-5px}.av span:first-child{margin-left:0}.b1{background:#e2ebff;color:#1c4ed8}.b2{background:#ffe9d9;color:#c2410c}.b3{background:#9eff78;color:#181818}.nm{font-size:13.5px;font-weight:600;white-space:nowrap}.rl{font-size:12px;color:#767473;margin-top:3px;white-space:nowrap}.b3{animation:pop 5s infinite}@keyframes pop{0%,24%{opacity:0;transform:scale(.6)}32%{opacity:1;transform:scale(1.08)}38%,92%{opacity:1;transform:scale(1)}100%{opacity:0;transform:scale(1)}}@media (prefers-reduced-motion:reduce){*,*:after{animation:none!important}}</style></head><body><div class="c"><div class="m"><div class="av"><span class="b1">MK</span><span class="b2">TR</span><span class="b3">You</span></div><div><div class="nm">Marta K., Tom R. and you</div><div class="rl">One plan, both teams</div></div></div></div></body></html>

One plan for both sides

Decisions, proof and actions, from both teams.

<!doctype html><html><head><meta charset="utf-8"><link href="https://fonts.googleapis.com/css2?family=Inter:wght@400;500;600;700&display=swap" rel="stylesheet"><style>html,body{margin:0;height:100%;overflow:hidden;background:transparent;font-family:Inter,system-ui,sans-serif;-webkit-font-smoothing:antialiased;color:#181818}.c{position:absolute;inset:0;display:flex;align-items:center;justify-content:center}.serif{font-family:'STK Bureau Serif Variable Complete',Georgia,'Times New Roman',serif}.mono{font-family:ui-monospace,'SF Mono',Menlo,monospace}.sh{width:300px;background:#fff;border-radius:10px;overflow:hidden;box-shadow:inset 0 0 0 1px #e8e7e6,0 6px 20px -6px rgba(23,23,23,.10);font-size:12.5px}.bar{display:flex;align-items:center;gap:8px;padding:9px 12px;border-bottom:1px solid #e8e7e6;font-size:12.5px;font-weight:600;white-space:nowrap}.ft{font-size:9px;font-weight:700;padding:3px 5px;border-radius:4px;background:#dcf5e4;color:#137a41}.r{display:grid;border-bottom:1px solid #efeeed}.r:last-child{border-bottom:0}.r>div{padding:10px 9px;border-left:1px solid #efeeed;white-space:nowrap}.r>div:first-child{border-left:0;color:#a6a4a2;text-align:center;background:#fafafa}.r{grid-template-columns:24px 1fr 76px 62px}.r>div{padding:10px 8px}.d{animation:typeX 5s infinite}@keyframes typeX{0%,15%{clip-path:inset(0 100% 0 0);animation-timing-function:steps(10,end)}45%,92%{clip-path:inset(0 0 0 0);opacity:1}100%{clip-path:inset(0 0 0 0);opacity:0}}@media (prefers-reduced-motion:reduce){*,*:after{animation:none!important}}</style></head><body><div class="c"><div class="sh"><div class="bar"><span class="ft">XLSX</span>Helix-Action-Plan.xlsx</div><div class="r"><div>4</div><div>Security review</div><div><span class="d" style="display:block">Tom R.</span></div><div><span class="d" style="display:block">Nov 14</span></div></div><div class="r"><div>5</div><div>Legal sign-off</div><div><span class="d" style="display:block">Marta K.</span></div><div><span class="d" style="display:block">Nov 28</span></div></div></div></div></body></html>

Owners and dates

Every step has a person and a deadline.

<!doctype html><html><head><meta charset="utf-8"><link href="https://fonts.googleapis.com/css2?family=Inter:wght@400;500;600;700&display=swap" rel="stylesheet"><style>html,body{margin:0;height:100%;overflow:hidden;background:transparent;font-family:Inter,system-ui,sans-serif;-webkit-font-smoothing:antialiased;color:#181818}.c{position:absolute;inset:0;display:flex;align-items:center;justify-content:center}.serif{font-family:'STK Bureau Serif Variable Complete',Georgia,'Times New Roman',serif}.mono{font-family:ui-monospace,'SF Mono',Menlo,monospace}.w{width:300px;background:#fff;border-radius:10px;overflow:hidden;box-shadow:inset 0 0 0 1px #e8e7e6,0 6px 20px -6px rgba(23,23,23,.10)}.tb{display:flex;align-items:center;gap:5px;padding:8px 12px;border-bottom:1px solid #e8e7e6;background:#fafafa}.tb i{width:7px;height:7px;border-radius:50%;background:#dcdad8}.tb .mono{font-size:11px;color:#a6a4a2;margin-left:8px}.bd{padding:16px 18px 18px}.ti{font-size:20px;line-height:1.2;white-space:nowrap}.ln{display:flex;align-items:center;gap:8px;margin-top:10px;font-size:12px;color:#767473;white-space:nowrap}.p{background:#9eff78;color:#181818;border-radius:99px;padding:3px 9px;font-size:12px;font-weight:600}.p{animation:pop 5s infinite}@keyframes pop{0%,24%{opacity:0;transform:scale(.6)}32%{opacity:1;transform:scale(1.08)}38%,92%{opacity:1;transform:scale(1)}100%{opacity:0;transform:scale(1)}}@media (prefers-reduced-motion:reduce){*,*:after{animation:none!important}}</style></head><body><div class="c"><div class="w"><div class="tb"><i></i><i></i><i></i><span class="mono">Shared page · Helix Logistics</span></div><div class="bd"><div class="ti serif">Path to signature</div><div class="ln"><span class="p">Updated today</span>Step 4 of 7</div></div></div></div></body></html>

Shared and current

A page the buyer can open, updated as the deal moves.