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.deal-managementb2b salesclosingstakeholder-alignment