Plans

Mutual action plans that ship.

Shareable success plans with steps, owners, and dates. Customers can collaborate without an account — and you see exactly when they engage.

Mutual action plans that ship

Steps, owners, and dates — with explicit handoffs between your team and theirs.

Stark · Action planeverything.app/plans/stark-renewal

Stark Industries · Multi-year renewal

7 steps · target close: May 22, 2026

Customer can view

3/7 complete

Share a link — they see their tasks, you see when they engage. No signup wall.

Customer portalplans.everything.app/stark

Customer portalNo login required

Multi-year renewal · Stark

Discovery call with leadership

Technical eval — security review

Proposal reviewdue May 8

Internal procurement approval

Customers see only their part — no signup, no friction.

Customer activity (private to you)

Engagement signal

Procurement just opened the plan — likely reviewing for sign-off this week.

Send contracts, share plans, and get signatures without leaving the app.

Reusable contracts and emails.

Send, sign, and track in one place.

Catalog and pricing, structured.