Sales prompts
Sales prompt

Mutual action plan that keeps a complex deal moving

You are past discovery on a multi-stakeholder deal and need a shared, dated plan both sides actually commit to — not an internal tracker only your team sees.

Works best in: Claude, ChatGPT

Build a mutual action plan for this deal that I can share directly with the buying team.

Deal context:
- Account: {{account name}}
- Target close date: {{date}}
- Deal stage today: {{stage — e.g. technical validation, security review, contract}}
- Steps still remaining, in any order: {{list what you know needs to happen — approvals, procurement, legal, technical validation, etc.}}
- Stakeholders involved on their side: {{names + roles, if known}}
- Stakeholders involved on our side: {{names + roles}}

Output:

## Shared timeline
A table with columns: Step | Owner (them or us) | Target date | Status | Dependency. Sequence the steps in the order they actually have to happen, not the order I listed them.

## Gaps in what I gave you
Name any step that is missing an owner, a date, or looks out of sequence, and ask for the specific input needed to fill it.

## Risk flags
2–3 places this plan is most likely to slip — a step with no clear owner, a dependency on someone not yet identified, or a date that assumes an approval that has not started.

## Buyer-facing cover note
A short note (under 100 words) I can send along with this plan, framed as "here is how we get to {{date}} together," not as us tracking them.
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