Mutual Close Plan Tracking Agent

Complex deals need steps on both sides, such as security review, legal, procurement and sign-off, and one forgotten step can push a deal into next quarter. When a deal reaches proposal stage, this agent reads the deal notes, contacts and target close date, and builds a close plan with each step, its owner and date. The account executive approves sharing the plan with the buyer. The agent then tracks progress from emails and meetings each week. When a step slips more than five days, it flags it, drafts a message to the buyer contact and suggests a way to recover, such as sending the security pack early. It then checks whether the forecast close date still fits; if not, it suggests a new date. The account executive approves every message and forecast change. Edge case: when the buyer adds a new approver, the agent adds their steps to the plan.