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.
- Area: Sales & Clients
- Time savings: Typical run: 45-120 minutes to establish; ongoing updates through late-stage deal execution
- 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
- Frequency: Per opportunity
What BOB does¶
- 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
Outputs¶
- 📁 Procurement Path.md
- 📋 Security Review Tracker.md
- 📋 Legal Review Tracker.md
- 📋 Signature Readiness Checklist.md