Mutual Action Plan Generator
mutual_action_plan_generatorHelps you decide what has to happen, by whom and when, for a deal to sign on time. You give the deal name and the target close date, plus the current stage, the buyer's champion, economic buyer and evaluators, known requirements and process steps if you have them. You get a close plan both sides can work from, with milestones, owners and dates.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| blockers | No | Known blockers or concerns | |
| deal_name | Yes | Deal/opportunity name | |
| your_sector | No | Optional: your company's own industry (not your customers'). When given, it decides the sector notes; when left out, the tool reads it from your words and stays neutral if they are unclear. | |
| current_stage | No | Current deal stage | |
| your_solution | No | What you are selling | |
| buyer_champion | No | Champion name and title | |
| economic_buyer | No | Economic buyer name and title | |
| target_close_date | Yes | Target close date (YYYY-MM-DD). A Saturday or Sunday date moves to the Friday before, and the plan says so | |
| known_requirements | No | Known requirements or evaluation criteria | |
| known_process_steps | No | Known steps in their buying process, separated by semicolons or new lines (for example: Pilot; security review; procurement). Each step becomes its own milestone | |
| procurement_contact | No | Procurement contact if known | |
| technical_evaluators | No | Technical evaluators involved |