Create a mutual action plan for payment software
The Prospecting Show with Dr. Connor Robertson · Editorial sales resource · October 12, 2026
Coordinate the work required to evaluate and implement a purchase. This guide applies the workflow to selling payment software, where a useful conversation may involve the finance manager and technical partner and a practical review of payment exceptions requiring manual investigation.
The finished result is a shared action plan. Work from information the buyer confirms. The examples below are planning models; replace bracketed fields and unsupported assumptions before using them with an actual account.
Start with the buyer’s operating context
For this selling context, a possible reason to investigate involves a payment-workflow redesign. That event alone does not establish demand. Check whether the team experiences this issue: payment exceptions requiring manual investigation. Confirm who owns the workflow and whether a change is worth evaluating.
| Question | Working hypothesis | Evidence to request |
|---|---|---|
| Who should participate? | finance manager and technical partner | The contact’s description of ownership and decision roles |
| What is happening? | payment exceptions requiring manual investigation | A recent example from the actual workflow |
| What can be measured? | exception categories, reconciliation steps, and resolution ownership | A dated baseline with definitions and a named owner |
| What constrains a change? | integration scope, data handling, and exception procedures | Requirements confirmed by the people responsible |
A practical sequence
- List the buyer’s evaluation steps.
- Assign an owner on each side.
- Record dependencies and realistic dates.
- Agree how changes or missed milestones will be handled.
Apply these steps to the same account rather than changing the hypothesis halfway through the exercise. If new evidence contradicts your starting assumption, update the record and reconsider the next action. The objective is a useful decision, not a completed form.
Worked example: create a mutual action plan
Illustrative example, not a report of a client result.
Buyer confirms the owner of exception categories, reconciliation steps, and resolution ownership; seller prepares a payment exception workflow using fictional records; both review integration scope, data handling, and exception procedures; buyer decides whether to proceed to a technical fit discussion around one payment flow. Put a real owner and mutually agreed date beside each step. Leave unknown dependencies visible.
Use a concrete artifact
A useful supporting resource in this context is a payment exception workflow using fictional records. It should help the finance manager and technical partner assess the current situation without forcing them through a generic sales presentation. Keep the scope narrow enough that the buyer can correct it.
For example, connect the artifact to exception categories, reconciliation steps, and resolution ownership. Identify which inputs came from the buyer, which are public observations, and which remain assumptions. Do not request private operational records before the buyer has agreed an appropriate purpose and handling process.
Build the working record
Complete this worksheet during preparation, then revise it after the conversation. An unknown is a useful finding when it is recorded honestly.
| Field | What to write |
|---|---|
| Account and owner | [Account] · [Rep] · [Review date] |
| Confirmed problem | The buyer’s description of payment exceptions requiring manual investigation, or “not confirmed” |
| Baseline | Available evidence for exception categories, reconciliation steps, and resolution ownership, with source and date |
| Deliverable | a shared action plan, including scope and the person who reviews it |
| Open questions | Unconfirmed assumptions, required participants, and unresolved constraints |
| Next decision | Advance, gather evidence, revisit by request, or close the record |
Evaluate the result
Track buyer-confirmed milestones completed. Define the numerator, denominator, and review window before comparing results. Use comparable accounts and channels; otherwise an apparent improvement may simply reflect a different list or buying context.
For payment software, pair the workflow measure with the quality of evidence about payment exceptions requiring manual investigation. A reply or meeting is useful only if it helps establish relevance. Record declined and unsuitable opportunities so the team can improve targeting as well as messaging.
A common failure to avoid
A seller-only timeline is not mutual. Do not force a procurement or implementation step into an arbitrary quarter-end date.
In this context, the practical consequence is spending time on a technical fit discussion around one payment flow before the buyer has confirmed a reason to do it. Revisit integration scope, data handling, and exception procedures early enough to discover a genuine mismatch.
When to move forward
Proceed when the buyer accepts the plan and the dependencies are workable. A sensible next step may be a technical fit discussion around one payment flow, but only when it follows from the evidence. If the buyer cannot identify a relevant problem or owner, close or reclassify the record instead of manufacturing urgency.
Continue the workflow
- Run a useful pipeline review
- Review a stalled opportunity
- Create a mutual action plan across selling contexts
- Payment software sales guides
For the wider collection, visit the prospecting and sales library. Learn about the host on the Dr. Connor Robertson profile or explore the published podcast interviews.