One plan both companies run until the contract is signed.
Build the mutual action plan with your buyer on the first call. Every team sees its part, every step has an owner and an accepted date, and Alex keeps everyone on pace in WhatsApp or Slack.
Northwind × Acme
Build together
- Outcome
- People
- 3Dates
- 4Steps
- 5Review
Phases, back from the signature date
Target Fri, Dec 18- Answer the questionnaire · Lia · Fri, Nov 13Accepted on the call
- DPA redlines · Rafael · Thu, Nov 26Accepted on the call
Northwind
- Mariana CostaDeal lead
- João ReisLegal
- Lia PradoSecurity
Acme
- Ana SouzaChampion
- Rafael LimaLegal
- Paulo MendesSecurity
- Bia SantosProcurement
- Carla MendesEconomic buyer
Everything the deal needs, in one link.
The plan, built together
Share your screen and build the outcome, the people, the dates and the steps with the buyer in one call. Nothing private shows while you share.
Security and privacy review
Usually 10 to 20 business days
Done when
- Questionnaire answered
- Security pack reviewed
- Findings have owners and dates
- Approval recorded by the buyer
Every phase explains itself
Goal, what to expect, what done looks like and what to deliver, for every phase and every step.
Reason: waiting for the tax ID from the head office.
One owner, one accepted date
Owners accept their dates or propose another with a reason. Every change is visible to both sides.
Done: security review. Thanks, Paulo. Next up is Rafael: DPA redlines, due Thu, Nov 26.
Alex does the follow-up
Reminders before each date, the next turn when a step is done and a rundown every Friday, in the deal's group chat.
Which NDA should we use?
Northwind's NDA
Acme's NDA
Mutual template
v2 approved by both sides · SHA-256 9a7e3c41
NDA and signature built in
The buyer picks the NDA path on the first screen, both sides approve the same version, and every signature records its evidence under Brazilian law.
Forecast Wed, Dec 23, 3 business days after the target.
Moves the date: DPA redlines, 2 days late.
A forecast you can defend
Paceline compares the target with a forecast built from the open steps, so a slip shows up the day it happens.
What each person sees
One room, a view for each reader.
Every room with its health, its forecast and who holds the next move.
See every teamNorthwind × Acme
Platform license
Target
Fri, Dec 18
Forecast
Fri, Dec 18
Waiting on Acme legal · Rafael · 1 business day
Next steps
- DPA redlinesRafaelThu, Nov 26
- Vendor registrationBiaFri, Nov 27
- Budget approvalCarlaFri, Dec 4
Documents
- NDAv2Signed
- Master agreementv3In review
- DPAv2In review
Security review
- Questionnaire answered
- Security pack shared
- 2 findings · Paulo · Thu, Nov 19
Vendor registration
- CNPJ card
- Tax clearance certificates
- Bank details
Purchase order · Wed, Dec 9
Business case
Onboarding in 3 days instead of 12, before the January hiring peak.
Decision needed
Approve the budget · Carla Mendes
By Fri, Dec 4
The cost of one month
R$ 100 thousand
Every month a R$ 1.2 million a year contract waits for signature moves R$ 100 thousand out of this year's revenue.
R$ 1.2 million divided by 12 months.