playbook

Procurement To Signature

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

The buyer said yes.

When to run: "The buyer wants to move forward, but procurement, security, legal, or signature process now controls the timeline"
Time saved: ~45-120 minutes to establish; ongoing updates through late-stage deal execution 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, latest notes, and commercial context are loaded before running paper-process execution
MEDDPICC Qualification → extract paper process, decision process, procurement assumptions, and known blockers
decision-maker-mapper → confirm procurement, legal, and technical/security reviewers plus signer path where possible
negotiation → handle active commercial trade-offs that emerge during procurement or legal review without letting the paper process hide margin concessions
Update [[Mutual Action Plan]] with procurement, security, legal, and signature milestones so the close path remains visible
crm-pipeline → sync the highest-priority next action and due date back to the deal record