Skillbook
Pro
Preview 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. 1.
    Open Claude or ChatGPT.
    Either works. The skill is just text.
  2. 2.
    Inspect the real preview, then unlock the full file.
    One click; no install, no setup.
  3. 3.
    Paste it as your first message.
    The assistant now knows how to do this one job.
  4. 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

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.
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# 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.

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  • Input checklist
  • Step-by-step workflow
  • Quality bar
  • Guardrails
  • Output format
  • Example run
  • Install formats
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