Mutual Action Plan

Internal close plan built, buyer-facing mutual action plan prepared when appropriate, and deal path to signature made explicit

Everyone says the deal is closing. Nobody can say by when, or how.

Inputs

    What BOB Does

    1. vault-preflight → confirm the deal record, stage, and latest notes exist before planning against stale information
    2. crm-pipeline → read current stage, next action, due dates, and pipeline activity to establish the live deal state
    3. MEDDPICC Qualification → extract decision process, paper process, economic buyer access, and known procurement dependencies
    4. meeting-intelligence → extract latest commitments, open questions, and whether a concrete next step was actually secured
    5. Review the plan and separate what stays internal from what can be shared with the buyer
    6. negotiation → prepare responses for milestones that carry commercial, legal, or procurement friction
    7. crm-pipeline → sync the single most important next action and due date back to the deal record so weekly pipeline review stays accurate

    Outputs

    • 🗺️ Internal Close Plan.md
    • 🗺️ Mutual Action Plan.md
    • 📅 Updated deal note in [[crm-pipeline]]
    Time Savings ~45-90 minutes to establish; 10-20 minutes to update after each material deal event manual → automated with agent assistance
    Try It "Active deal needs an explicit path to signature with milestones, owners, and decision checkpoints"
    Compounding Each run refines templates and context — 6 automated steps improve with accumulated data