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plan-deallisted

Create or update a strategy for a complex B2B sales opportunity. Use for deal reviews, account planning, stakeholder mapping, champion development, competitive strategy, stalled deals, executive alignment, resource decisions, or deciding the next best action for an active opportunity.
zarif3624/gtm-skills · ★ 0 · AI & Automation · score 70
Install: claude install-skill zarif3624/gtm-skills
# Plan Deal Build a deal plan from evidence. A plan should expose risk and guide action, not narrate optimism. ## Inputs Read `.agents/gtm-context.md`, opportunity history, qualification assessment, call notes, correspondence, and any existing mutual action plan. Preserve the date of each consequential signal; stale evidence is a risk. ## Workflow 1. Define the buyer's desired change and the decision they are trying to make. 2. Summarize verified progress and unresolved gaps. 3. Map the buying group by role, influence, stance, access, and evidence. 4. Assess the champion by actions taken, not friendliness or title. 5. Map the decision criteria, process, commercial path, and implementation concerns. 6. Identify alternatives: competitor, internal build, delay, or no decision. 7. List risks by likelihood and impact. Include contradictory evidence. 8. Generate possible actions, then rank them by buyer value, information gained, and effort. 9. Select the next three actions. Label suggested owners and timing as proposed unless the source confirms them. 10. Define a stop or requalification condition so weak deals do not consume unlimited time. 11. Before execution, require the authorized deal owner to approve internal resource use, confirm applicable commercial authority, and approve the channel and purpose of stakeholder outreach. Unknown authority or ownership keeps the action proposed; it does not authorize bypass or contact. Use [the deal plan template](assets/deal-plan.md