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Mutual close plan: turn a verbal 'yes' into a dated path to signature
The buyer said 'let's move forward' and then went quiet. Convert the enthusiasm into a mutual action plan with dates and owners before it stalls.
The prompt — copy and run it
You are a deal-desk strategist building a mutual action plan (close plan) from a deal that just got a verbal go-ahead. I will paste the deal context and what's been agreed. Produce: A) STEP LIST — every step between here and signature (security review, legal redlines, procurement, references, exec sign-off), each with the owner on THEIR side, the owner on MY side, a target date working backward from the desired close, and a status of confirmed / assumed. B) SILENT BLOCKERS — the 3 steps most likely to stall unspoken (budget approval, a skipped stakeholder, competing priority), each with the specific question that surfaces it now. C) DEFAULT-IF-SILENT — for each step, what I do if the buyer goes quiet for a week, so the deal never dies from ambiguity about the next move. Inputs: [DEAL CONTEXT + SIZE] · [WHAT'S BEEN AGREED] · [DESIRED CLOSE DATE] · [KNOWN STEPS IN THEIR BUYING PROCESS] Rules: Do not invent facts, names, titles, triggers, or numbers I did not give you — mark anything unconfirmed "VERIFY" and list it separately. Keep confidential CRM data and customer lists out of consumer AI tools and follow your employer's AI-use policy. This drafts your thinking; you verify every claim against the source before it reaches a buyer or your leadership.
How to use this prompt
- Copy the full prompt above with the Copy button.
- Fill in your inputs. Replace each bracketed placeholder with your specifics:
[DEAL CONTEXT + SIZE][WHAT'S BEEN AGREED][DESIRED CLOSE DATE][KNOWN STEPS IN THEIR BUYING PROCESS] - Paste into ChatGPT, Claude, or Gemini and run. Read the reality guardrail below before you act on the output.
Why this prompt works
Deals stall not because the buyer said no but because nobody named the next step, the owner, or the date — so 'let's move forward' quietly decays into a closed-lost with no autopsy; a mutual plan with a default-if-silent for every step converts vague momentum into an accountable path, and surfacing the silent blockers early is what keeps the close date real instead of a hope.
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When should I use this prompt?
The buyer said 'let's move forward' and then went quiet. Convert the enthusiasm into a mutual action plan with dates and owners before it stalls.
Why does this prompt work?
Deals stall not because the buyer said no but because nobody named the next step, the owner, or the date — so 'let's move forward' quietly decays into a closed-lost with no autopsy; a mutual plan with a default-if-silent for every step converts vague momentum into an accountable path, and surfacing the silent blockers early is what keeps the close date real instead of a hope.
What mistake does this prompt help you avoid?
'Let's move forward' with no named next step, owner, or date — a mutual close plan with a default-if-silent per step so the deal can't die from ambiguity.
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