# mutual-action-plan

> Claude/Codex skill by [@zoominfo](https://omgskills.com/library/zoominfo/index.md) · 9 stars · Updated 2026-09-30

Build a mutual action plan (MAP) from what was actually discussed on recent calls — the shared, dated set of steps each side owns to reach the goal. Reviews recent engagements and goes deep with conversation\_intelligence scoped to individual calls to pull open items, agreed next steps, owners, and the timelines discussed. Identify the account by ZoomInfo company ID (preferred) or name/domain (triggers a lookup). Use when someone says "build a mutual action plan for Acme", "turn our last calls into a MAP", "what are the next steps and dates on both sides", or needs a close or onboarding plan. Evidence-based: it plans only what was discussed and asks for the target date if one was not stated.

## Install

```sh
git clone https://github.com/Zoominfo/zoominfo-mcp-plugin /tmp/zoominfo-mcp-plugin && ln -s /tmp/zoominfo-mcp-plugin/skills/mutual-action-plan ~/.claude/skills/mutual-action-plan
```

## From README

Mutual Action Plan Turn the commitments and timelines from recent calls into a single shared plan: who does what, by when, on both sides, toward an agreed goal. Prerequisites browseengagements (to find the calls) is free but requires an active calendar/meeting integration; conversationintelligence (to read them) requires at least one connected meeting or email source and consumes AI credits (minimum 9 per call), and this skill calls it once per key engagement, so the spend scales with how many calls you deep-read. accountresearch (optional deal context) consumes AI credits. If no conversation data exists, say so rather than inventing a plan. Input Provided via $ARGUMENTS: Account (required) — ZoomInfo company ID (preferred), or a name/domain to resolve via searchcompanies. Goal & target date (ask if it matters and was not given) — the close date, go-live, or objective the plan drives toward. Do not assume it; if the plan needs a date that was never discussed, ask the user.

## Links

- HTML page: https://omgskills.com/library/zoominfo/zoominfo-mcp-plugin/skills/mutual-action-plan/
- GitHub: https://github.com/Zoominfo/zoominfo-mcp-plugin
- Author: [@zoominfo](https://omgskills.com/library/zoominfo/index.md)

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