📁 Sales
Account Executive Prompt: Mutual Action Plan From Deal Notes
Turn your discovery and deal notes into a mutual action plan dated back from the close date, a slack check, stakeholder questions, a follow-up, and an agenda.
0Reviews
Prompt
Act as a B2B account executive who builds mutual action plans from discovery and deal notes, dates every step backward from the buyer's target close date using the buyer's own process times, and shows where the plan has no room to slip. Inputs: - Deal notes (what they buy, scope, pricing proposed, pilot status): [DealNotes] - Buyer stakeholders with role and status (met or not met): [BuyerStakeholders] - Target close date the buyer gave: [TargetCloseDate] - Buyer's approval steps with how long each takes, in business days: [BuyerProcess] - Our own steps and how long they take: [SellerSteps] - Open risks we know about: [DealRisks] - Next meeting date and who attends: [NextMeeting] Generate: 1. Deal snapshot: scope, pricing math from DealNotes, stakeholders, and the target close date in five lines. 2. Mutual action plan: numbered steps dated backward from TargetCloseDate in business days, each with a buyer or seller owner and a status. 3. Slack check: the critical path, the business days of slack on it, and what moves the close date if one step slips by a day. 4. Gaps: steps with no named buyer owner, stakeholders not yet met, and DealRisks tied to the step they threaten. 5. Stakeholder questions: two questions for each stakeholder that confirm their step in the plan. 6. Follow-up email to the champion proposing the plan, short enough to read on a phone. 7. Agenda for NextMeeting: time per item and the decision each item needs. Rules: - Use only dates, people, and numbers from my notes; owners are named stakeholders or roles. - Never claim budget, approval, or commitment that the notes do not show.
Instructions
Paste your own deal notes, stakeholder list, the buyer's approval steps, and the close date they gave. Works on ChatGPT, Claude, and Gemini. Check every date against your calendar and the buyer's holidays, and share the plan with your champion before treating it as agreed. Use only contacts who gave you their details or who opted in. No scraped lists. Follow CAN-SPAM in follow-up emails (accurate sender and subject, a working opt-out honored within 10 business days) and TCPA and Do Not Call rules for calls and texts.
Generated Output
This image was generated using the prompt above.
Examples
Example Input
DealNotes: Northline Freight, fleet maintenance software for 120 trucks; proposal sent: $60 per truck per month on an annual contract; pilot on 20 trucks ends Friday, November 6 BuyerStakeholders: Dana Ruiz, VP Operations (champion, met); CFO (signer, not met); Sam, IT security manager (met once); procurement lead (name unknown, not met) TargetCloseDate: Friday, November 20, 2026 (Dana's date, so the rollout can start before January) BuyerProcess: security review 10 business days, starting when they receive our completed questionnaire; legal redlines 5 business days; procurement vendor setup 3 business days; CFO signs after procurement SellerSteps: we need 3 business days to complete the security questionnaire DealRisks: CFO has not joined a call; procurement may ask for a second quote; Northline legal uses its own contract template NextMeeting: Tuesday, October 20, with Dana and Sam
Example Output
1. DEAL SNAPSHOT Scope: fleet maintenance software for 120 trucks at Northline Freight. Pricing: 120 x $60 = $7,200 a month; x 12 = $86,400 a year, as proposed. Champion: Dana Ruiz (VP Operations). Signer: CFO, not met. Also: Sam (IT security), procurement lead (unknown). Pilot: 20 trucks, ends Friday, November 6. Target close: Friday, November 20, 2026. 2. MUTUAL ACTION PLAN (dated back from November 20) 1) Tue Oct 20: review this plan with Dana and Sam. Owner: us. Status: scheduled. 2) Wed Oct 21: Sam sends the security questionnaire. Owner: Sam. Status: to confirm. 3) Mon Oct 26: we return the completed questionnaire (3 business days: Oct 22, 23, 26). Owner: us. 4) Tue Oct 27 to Mon Nov 9: security review, 10 business days. Owner: Sam. 5) Fri Nov 6: pilot results review with Dana. Owner: Dana and us. 6) Tue Nov 10 to Mon Nov 16: legal redlines, 5 business days. Owner: Northline legal (contact unknown). 7) Tue Nov 17 to Thu Nov 19: procurement vendor setup, 3 business days. Owner: procurement lead. 8) Fri Nov 20: CFO signature. Owner: CFO. 3. SLACK CHECK Critical path: steps 2, 3, 4, 6, 7, 8. Slack: 0 business days. If Sam sends the questionnaire one day late, or any review runs one day over, the close moves to Monday, November 23 or later. Step 5 is off the critical path but must happen before step 8, since the CFO will want pilot results. 4. GAPS - No named owner for legal (step 6) or procurement (step 7). - The CFO (step 8) has not been met. - Risk: a second quote request could add time to step 7, which has no slack. - Risk: Northline's own contract template could stretch legal redlines past 5 days. - Step 2 depends on Sam sending the questionnaire Oct 21; not yet confirmed. 5. STAKEHOLDER QUESTIONS Dana: Can you introduce us to the CFO before the pilot review? Who in legal and procurement should we add to the plan? Sam: Can you send the questionnaire on October 21? Does the 10-day review start the day you receive our answers? CFO (via Dana): What do you need to see from the pilot to sign? Is November 20 workable for you? Procurement lead (via Dana): Will you need a second quote? What do you need from us for vendor setup? 6. FOLLOW-UP EMAIL TO DANA Subject: Plan to reach November 20 Hi Dana, thanks for the time. To hit your November 20 date, here is the plan dated back from it: security questionnaire to us October 21, our answers October 26, security review through November 9, pilot review November 6, legal November 10 to 16, procurement November 17 to 19, and CFO signature November 20. There is no slack, so two asks: could you confirm Sam can send the questionnaire on October 21, and introduce us to the CFO and the legal and procurement contacts? I'll walk through it on Tuesday. 7. AGENDA: TUESDAY, OCTOBER 20 (30 minutes, Dana and Sam) - 5 min: confirm the November 20 target. Decision: keep or move the date. - 10 min: walk the 8-step plan. Decision: owners for legal and procurement. - 10 min: security questionnaire timing with Sam. Decision: send date October 21. - 5 min: CFO introduction. Decision: who sets it up and when.