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.

Area: Sales & Clients
Time savings: Typical run: 45-90 minutes to establish; 10-20 minutes to update after each material deal event
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
Frequency: Per opportunity

What BOB does¶

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