Procurement To Signature

Procurement, security, legal, and signature path made explicit, with owners, blockers, and deadlines tracked to completion

The buyer said yes. Procurement, security, and legal have not.

Inputs

    What BOB Does

    1. vault-preflight → confirm the deal, latest notes, and commercial context are loaded before running paper-process execution
    2. MEDDPICC Qualification → extract paper process, decision process, procurement assumptions, and known blockers
    3. decision-maker-mapper → confirm procurement, legal, and technical/security reviewers plus signer path where possible
    4. negotiation → handle active commercial trade-offs that emerge during procurement or legal review without letting the paper process hide margin concessions
    5. Update [[Mutual Action Plan]] with procurement, security, legal, and signature milestones so the close path remains visible
    6. crm-pipeline → sync the highest-priority next action and due date back to the deal record

    Outputs

    • 📁 Procurement Path.md
    • 📋 Security Review Tracker.md
    • 📋 Legal Review Tracker.md
    • 📋 Signature Readiness Checklist.md
    Time Savings ~45-120 minutes to establish; ongoing updates through late-stage deal execution manual → automated with agent assistance
    Try It "The buyer wants to move forward, but procurement, security, legal, or signature process now controls the timeline"
    Compounding Each run refines templates and context — 6 automated steps improve with accumulated data