Close Plan Agent

When an opportunity moves to commit, the agent starts building the close plan. At this stage, the close date is firm enough to use as the fixed point for working backwards.

• Trigger: A deal moves to commit
• Planning date: The deal's committed close date

Next, the agent pulls the opportunity's committed close date and value. The close date gives the plan its endpoint, so every outstanding step can be dated backwards from it.

• Date field: Committed close date
• Additional field: Opportunity value

The agent then pulls the call history from across the whole deal. Looking beyond the latest call helps it find every step that was agreed and check whether it was later closed out.

• Calls: Every call linked to the deal
• Include: Steps agreed during those calls
• Exclude: Steps that were later closed out

Using the full call history, the agent lists every agreed step that still needs to happen before the deal can close. It keeps the steps separate and names the person who owns each one, ready for the plan to date them.

Once the outstanding steps are clear, the agent works backwards from the committed close date and gives each one a date. It flags any step that would need to start before today, so the rep can see where the current plan is already behind.

Finally, the agent creates a task for every dated step and assigns it to the person who owns it. The tasks are the close plan, with each owner able to see what they need to do and by when.

• Create: One task for every dated step
• Assigned to: The owner of each step
• Include: The worked-back date and any before-today flag