Build close plans for my late-stage deals.
Closer Agent
I review every deal in Scoping stage or later and build a close plan for each, so you can see which deals have a credible path to close and which don't.
Example complete
One deal, end to end
Deal in Scoping. Close plan set.
See the Closer Agent take a $300K deal from Scoping stage to a credible, built-out close plan.
Deal CP-4107
$300K deal · Scoping stage or later
- AI
- Daily refresh
- Intake
- Organize
- Evaluate
- Deliver
01 · Intake
Deal picked up
$300K deal in Scoping or later enters the daily review
New case
Packet open- Deal
- $300K opportunity · Scoping stage or later
- Owner
- Account executive
- Request
- Daily close plan build · Recorded close date under review
Case packet · 3 sourcesComplete
Incoming
- OpportunityStage, amount and recorded date in SalesforceReceived
- Activities and notesEmail threads, meetings and rep notesReceived
- Insights and risk flagsOpen flags raised on the dealReceived
02 · Organize
Context stitched
Opportunity, activities, notes, insights and flags joined
Pulled together
Context joined- Opportunity loaded$300K, Scoping stage or later, recorded close date
- Activity threads readNo procurement contact on any thread
- Notes and insights joinedPricing question raised three weeks ago, still open
Matched record
- Deal
- $300K · Scoping or later
- Champion
- Engaged
- Procurement
- No contact on any thread
- Close date
- Recorded by rep
03 · Evaluate
Close date derived
Derived date runs two weeks past the recorded one
Checks applied
Gap flagged- Outstanding milestonesSecurity review, legal redlines, procurement stepOpportunity record
- Milestone durationTimed against comparable closed dealsWon-deal history
- BlockersNo signed order form, pricing answer owed by financeActivity threads
Deciding finding
Procurement not engaged
No procurement contact on any thread, so no order form can be signed and the recorded date is not credible.
Close date
- Recorded
- Rep's date
- Derived
- Two weeks later
- Gap
- Flagged
04 · Deliver
Close plan written back
Saved to close-plans table, briefing in Markdown and HTML
Plan ready
Get procurement intro this week
Procurement is the hard blocker, so the derived date holds only once the champion makes the introduction.
- Hard blocker
- No signed order form
- Soft blocker
- Unanswered pricing question
- Target date
- Two weeks past recorded
Next action
Procurement intro
From the champion
Briefing
Markdown and HTML
Rep-ready
Audit trail
- Deal entered daily review07:00
- Context stitchedNotes, insights, risk flags07:01
- Close date derivedGap flagged07:02
- Briefing outputMarkdown and HTML07:03
Close plan refreshed daily
Illustrative case · sample data
Use Case 1
Daily Close-Plan Build
Trigger: Deals reach Scoping stage or later
1.Review every late-stage deal
2.Stitch context from opportunities, activities, notes, and flags
3.Set a milestone-derived target close date
4.List key milestones and blockers
5.Define the single next action
6.Surface risks to the close
7.Write the plan back and output rep-ready briefings
✓
Every late-stage deal has a current, credible close plan instead of an optimistic date and a hope.
Use Case 2
Close-Date Reality Check
Trigger: A recorded close date looks optimistic
1.Identify outstanding milestones for the deal
2.Estimate duration from comparable won deals
3.Derive a credible close date
4.Flag the gap against the recorded date
5.Recommend the action that unblocks the critical path
✓
Forecast dates reflect the real path to signature, not wishful thinking.
Integrations
CRM (Salesforce, HubSpot)
Close Plan Records
Activity, Notes & Insight Data
Report Generation (HTML, Markdown)
Dashboards & Charts
Industries
all
An agent at work
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Sample scenarios. Actions and outputs are illustrative.