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Close plan: business case and mutual action plan v1.0.0

Use this resource to prepare the business case and action plan for a sale before signature

New

  • 346 downloads
  • 246 likes
  • 132 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install deal-close-plan

With no option, the skill goes to ~/.agents/skills/; add --agent claude-code (or codex, cursor…) to target an agent.

First time: connect the CLI with

npx --yes palatekit@latest login

The agent gathers the deal evidence, writes a business case in the customer's own words, then builds a mutual action plan backward from the signature date with owners and dates on both sides. Claims with no customer evidence are flagged as points to validate.

Mostly picked by

Updated November 2, 2026

Business case and dated steps to signature

Details

Works in
Install guides
Generates with
Your agent's model
Licence
Apache-2.0

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What you get

  • SKILL.md: working rules, steps and how it adapts without connectors

Good fit for

  • Moving a major sale toward signature
  • Sharing a common step calendar with a customer
  • Preparing a message to the customer's internal champion

Not for

  • Prospecting for new customers
  • Drafting a contract or negotiating its clauses

Tags

  • sales
  • close plan
  • business case
  • signature
  • b2b

About

You say

"Build a close plan for the Atelier Moreau deal, target signature December 15; here are my call notes."

Business case and dated steps to signature

Skill published by Anthropic under the Apache-2.0 license.

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Prerequisites

You bring
The deal details: customer, amount, target date and Call notes or transcripts

How to use it

  1. Give the deal details and paste notes or transcripts
  2. Review the business case and the points to validate
  3. Share the action plan with the customer

Content preview

Files

  • LICENSE11.5 KB
  • NOTICE-PALATEKIT.md0.4 KB
  • SKILL.md10.1 KB

Origin and licence

Modified by PalateKit

Author
Anthropic
Source
github.com/anthropics/knowledge-work-plugins/tree/2574e29377c7173d0cecffef29a6ecbd7f8ccb5d/sales/skills/close-plan
Licence
Apache-2.0

Notice

Version modifiée de « close-plan » (Anthropic, Apache-2.0) : traduction française et fiche par PalateKit.

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Frequently asked questions

Do I need a CRM?

No. Without connectors, the skill works from the deal details and the notes or transcripts you paste.

The text mentions update-opportunity and deal-advance-gap: are they needed?

No, they are optional mentions. Without them, the skill offers checklists and paste-ready text.