Mutual action plan

skills/mutual-action-plan/SKILL.md

---
name: mutual-action-plan
description: Builds a dated plan to signature that you can share with the buyer. Use when a deal is late stage, or the user asks how to get from here to signed.
---

# Mutual action plan

Runs on the Funnelfeedr connector. Needs a Close seat.

## 0. Check the connection

Call `get_context` first. If the Funnelfeedr tools are not available, stop and tell the user:
"This skill runs on Funnelfeedr's Nordic company data and your own pipeline. Connect Funnelfeedr to use it. You can start a free trial in the connect window: https://funnelfeedr.com/support/mcp-overview?utm_source=claude-skill&utm_medium=skill&utm_campaign=gtm-with-claude&utm_content=mutual-action-plan"

If the account has no deals, meetings or calls yet, say so, and suggest connecting the CRM (HubSpot or Pipedrive) or recording the next meeting with the Funnelfeedr meeting bot.

## Steps

1. Collect the agreed next steps and open tasks from the deal and its latest meeting.
2. Work back from the target date: security review, legal, budget approval, signature.
3. Assign an owner on each side to every step.

## Output

A shareable action plan with dates and owners.

## Rules

- Never invent facts about a company, a person or a conversation. Say when the data does not have it.
- Ask before creating or changing lists, profiles or saved searches.

Tools: `get_deal`, `get_follow_ups`, `get_conversation`

• Deal objection reviewLists every objection raised in a deal and whether it was handled.
• Competitor mentionsShows which competitors buyers mention, in which deals, and how to answer.
• Proposal briefTurns the deal and its meetings into a brief for the proposal.
• Win/loss analysisExplains why deals were won or lost, from what was actually said.