# Close Plan: blank template

From https://www.saleswolf.com/artifacts/close-plan

These are the sections SalesWolf's Close Plan is built from. In the product each one is written from the facts you've accepted on the deal. A section with nothing to stand on says what it's missing instead.

How to fill it in: start with the date, then work down. Where you don't know an owner or how long something takes, write "not on record" and the question that would settle it.

## The date that forces a decision

The event on their side with a date on it, in their words, and what happens to them if it passes.

- The event, in their words:
- The date, and whose date it is:
- What happens on their side if it passes:
- Who said it, and when:
- [ ] stated  [ ] dated  [ ] consequenced

## Their steps to a decision

Their steps from wanting it to deciding, in order, each with a person's name against it.

| # | Step | Owner (a name) | How long it took last time | listed / owned / dated |
|---|------|----------------|----------------------------|------------------------|
| 1 |      |                |                            |                        |
| 2 |      |                |                            |                        |
| 3 |      |                |                            |                        |

## Every signoff between here and signature

Legal, security, procurement and anything else, each with its owner on their side and how long it took last time.

| Signoff       | Owner on their side | What they need from you | How long it took last time | listed / owned / dated |
|---------------|---------------------|-------------------------|----------------------------|------------------------|
| Legal         |                     |                         |                            |                        |
| Security      |                     |                         |                            |                        |
| Procurement   |                     |                         |                            |                        |
| Anything else |                     |                         |                            |                        |

## What has to start when

Every step and signoff, counted back from the date. A step with no duration on record keeps its place and gets a question instead of a date.

| Weeks out from the date | Step or signoff | Owner | Duration on record? | If not, the question |
|-------------------------|-----------------|-------|---------------------|----------------------|
|                         |                 |       |                     |                      |

## What could stall this

What could stall it, each next to the step it threatens, with the move that reduces it.

| Risk | The step it threatens | The move that reduces it |
|------|-----------------------|--------------------------|
|      |                       |                          |

## The version you send your champion

The same plan, written for your champion to read, correct and pass on.

- The date you're both working to:
- Their steps, in order, with a name against each:
- What each side still owes:
- What happens next:

Keep it to what they already know: no rungs, no risk notes, no competitors. Where you don't know an owner or a date, ask them in the plan ("Who on your side picks up the security review?").

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