The Mutual Close Plan
Back-plan a drifting deal to signature
back-plan a drifting deal to signatureb2b saastool-agnosticsalesclosingdeal-managemententerpriseintermediate
Entry PT-0127 · full textReceived
This deal is real but drifting: [PROSPECT, DEAL SIZE, CHAMPION, DECISION PROCESS, STATED TIMELINE]. Draft the mutual close plan email to my champion that back-plans from their go-live date, not my quarter-end: milestone, owner, date, in a table they can forward internally. Include the step where their legal or security review starts, the paper-signing step, and one checkpoint that gives them an honest out. Tone: project manager, not salesperson. Flag any milestone I am inventing that they never actually agreed to.
Inputs needed
- #Prospect, deal size, champion, decision process, timeline
The receipts
What good output looks like
Forwardable by the champion; legal and security steps are on it; invented milestones get flagged instead of smuggled in
The stream
Reading the room…