Close Plan

## Command

170 stars

Best use case

Close Plan is best used when you need a repeatable AI agent workflow instead of a one-off prompt.

## Command

Teams using Close Plan should expect a more consistent output, faster repeated execution, less prompt rewriting.

When to use this skill

  • You want a reusable workflow that can be run more than once with consistent structure.

When not to use this skill

  • You only need a quick one-off answer and do not need a reusable workflow.
  • You cannot install or maintain the underlying files, dependencies, or repository context.

Installation

Claude Code / Cursor / Codex

$curl -o ~/.claude/skills/close-plan/SKILL.md --create-dirs "https://raw.githubusercontent.com/Miosa-osa/canopy/main/operations/sales-engine/skills/close-plan/SKILL.md"

Manual Installation

  1. Download SKILL.md from GitHub
  2. Place it in .claude/skills/close-plan/SKILL.md inside your project
  3. Restart your AI agent — it will auto-discover the skill

How Close Plan Compares

Feature / AgentClose PlanStandard Approach
Platform SupportNot specifiedLimited / Varies
Context Awareness High Baseline
Installation ComplexityUnknownN/A

Frequently Asked Questions

What does this skill do?

## Command

Where can I find the source code?

You can find the source code on GitHub using the link provided at the top of the page.

SKILL.md Source

# Close Plan

## Command
/close-plan <deal_name> [--target-date <date>]

## Purpose
Generate a mutual action plan (MAP) with customer-side milestones, internal milestones, risk assessment, and timeline to close.

## Arguments
| Arg | Type | Required | Description |
|-----|------|----------|-------------|
| deal_name | string | Yes | Name of the deal |
| --target-date | date | No | Target close date (ISO 8601). If omitted, estimates from deal context. |

## Output
Genre: plan
Format: Markdown (Mutual Action Plan template)

Produces:
1. **Mutual Action Plan** -- ordered milestones with owner (us/them/both) and dates
2. **Dependencies** -- what must happen before what
3. **Risk Assessment** -- identified risks with probability and mitigation
4. **Decision Criteria Alignment** -- how each criterion will be addressed and when
5. **Negotiation Boundaries** -- suggested walk-away points and trade levers

## Agent Activation
1. **closer** (wave 1): MAP generation, risk assessment, negotiation strategy
2. **director** (wave 1): Discount authority confirmation, strategic review

## Process
```
1. Pull MEDDPICC scorecard for the deal
2. Verify all 8 letters score >= 2 (prerequisite for close plan)
3. If any letter < 2: return gap warning, recommend /qualify first
4. Map decision process milestones backward from target close date
5. Add internal milestones (proposal, legal review, contract generation)
6. Identify risks from MEDDPICC gaps and deal history
7. Generate negotiation guardrails per discount authority matrix
8. Output complete MAP per closer's template
```

## Examples
```
/close-plan "Acme Corp Enterprise Deal"
/close-plan "Acme Corp" --target-date 2026-06-30
```