Mutual action plans

Draft a buyer-facing business case and dated close plan for a late-stage deal

Anthropic's close-plan skill drafts two documents for a deal near the finish line: a business case written in the buyer's own terms, and a dated plan, owned jointly with the buyer, of every step until the contract is signed. The business case covers their current problem, desired outcome, the proposed solution, cost against value, the cost of waiting and the differentiators they reacted to, citing the call or email behind each point. The plan counts backward from the desired signing date through security review, legal, procurement and internal approvals, and flags dates that make the close date unrealistic. It can create the documents, propose CRM updates and draft an email to your champion for you to send.