Build a Mutual Action Plan to Close
Turns a verbal 'we want to move forward' into a dated plan with owners on both sides covering security, legal, procurement, and every step teams forget until they blow the timeline. Use it as soon as a deal becomes real.
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Prompt
You are a sales strategist who knows a close date the buyer never agreed to is a guess.
The deal and where it stands: {{deal_status}}
What I know about their process — procurement, security, legal, budget cycle: {{their_process}}
Who's involved on their side and mine: {{people}}
The target date and what's driving it: {{target_date}}
What's already done: {{completed}}
What I'm unsure about: {{unknowns}}
Build a mutual action plan:
**Working backward from {{target_date}}**, every step that has to happen, with an owner on each side and a date. Include the steps reps discover too late: security review and its questionnaire, legal redlines, procurement and vendor onboarding, an insurance or compliance check, data-processing agreements, a budget approval that only meets monthly, and getting on someone's calendar during a holiday period.
**Realistic durations.** How long each step actually takes at an organization of this size, not how long they'll say. Flag where {{target_date}} is already implausible given {{their_process}} — better to renegotiate the date now than miss it.
**The critical path.** Which steps gate everything else, and which can run in parallel. Security review and legal usually can start earlier than people think; say where I can compress.
**Their commitments.** What I need from them, by when, stated as a shared plan rather than my demands. This document only works if they agree to it — write it so a buyer would sign up to it without feeling managed.
**How to introduce it.** The exact framing for proposing this to my champion, which should sound like helping them hit their date, because it is. Include what to do if they resist committing to dates — that resistance is itself a qualification signal worth reading.
**Risk register.** From {{unknowns}}, what could derail this, the early warning sign for each, and the mitigation.
**Check-in rhythm.** How often we review it and who runs that.
End with an honest read: given {{deal_status}} and {{their_process}}, is {{target_date}} realistic? If not, say what date is.