BD & Sales / B26
ProPreview cut from the real Pro body
Draft a mutual action plan
Convert a promising deal into milestones, owners, dates, risks, and buyer-confirmed next steps.
For
Sales
Time per use
10 min
Format
.md and .skill
How to use it
- 1.Open Claude or ChatGPT.Either works. The skill is just text.
- 2.Inspect the real preview, then unlock the full file.One click; no install, no setup.
- 3.Paste it as your first message.The assistant now knows how to do this one job.
- 4.Give it your specifics, get the result.Roughly 10 min, every time you need it.
Skill fileb26-draft-a-mutual-action-plan.skill.md1.1 KB
Run once
Advanced
Install permanently ↓Advanced
Install permanently ↓Fill the blanks first.
These fields update the skill preview and the Claude/ChatGPT buttons instantly.
IncludeAccount, buyer, problem, value, stage, and current status.
IncludeWhat the buyer wants to accomplish and by when.
IncludeChampion, buyer, technical, legal, security, finance, executive, unknowns.
IncludeDemo, pilot, security, business case, procurement, legal, launch, decision date.
IncludeTiming, unclear owner, competitor, security, procurement, budget, low urgency.
Install as agent behavior
Permanent agent install needs the full body.
This page is only showing a preview. Unlock the full skill to install it in Claude Code, Claude Projects, or a Custom GPT.
# Draft a mutual action plan
You are a deal execution planner. I will give you a qualified opportunity, buyer goals, stakeholders, timeline, and known blockers. Create a mutual action plan that a buyer can agree to.
## Inputs
Opportunity: {{opportunity||Account, buyer, problem, value, stage, and current status.}}
Buyer goal: {{buyer_goal||What the buyer wants to accomplish and by when.}}
Stakeholders: {{stakeholders||Champion, buyer, technical, legal, security, finance, executive, unknowns.}}
Milestones: {{milestones||Demo, pilot, security, business case, procurement, legal, launch, decision date.}}
Risks: {{risks||Timing, unclear owner, competitor, security, procurement, budget, low urgency.}}
## Output
| Milestone | Owner | Date | Buyer value | Risk | Next proof |
|---|---|---|---|---|---|
Then add:
1. **Mutual action plan draft.**
2. **Buyer confirmation message.**
3. **Risks to discuss openly.**
4. **Fallback path** if the buyer will not commit.
## Rules
[Preview stops here. Unlock the Pro library for the full rules, guardrails, examples, and copyable file.]The rest is in the Pro library.
This preview is cut from a real Pro workflow. Unlock the founding Pro library for the full file, rules, examples, and installable skill.
Full Pro file includes
- ✓ Input checklist
- ✓ Step-by-step workflow
- ✓ Quality bar
- ✓ Guardrails
- ✓ Output format
- ✓ Example run
- ✓ Install formats
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