playbook

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.

When to run: "Active deal needs an explicit path to signature with milestones, owners, and decision checkpoints"
Time saved: ~45-90 minutes to establish; 10-20 minutes to update after each material deal event manual → automated with agent assistance
How often: Per opportunity
Compounds: Each run refines templates and context — 6 automated steps improve with accumulated data

How it runs

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