Mutual Action Plan
Puts dates against both sides' tasks, so a stalled deal is visible rather than assumed healthy.
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Running it, start to finish
- Establish their date and their approval process first.
- Put a named owner and a date on every item, both sides.
- Send it to them and reference it in every conversation.
What you get back
The output this produces, every time.
- Works backwards from the buyer's date, not the seller's quarter.
- Surfaces the buyer-side steps that take time and are invisible to sellers.
- Gives buyer-side dated commitments, which converts stated interest into something observable.
Getting better results
Where this usually goes wrong, and how to avoid it.
- Ask about their approval calendar. A committee that meets monthly, discovered late, costs a month. It is one question and almost nobody asks it.
- Share the plan with them. One the buyer has not seen and agreed is not a mutual action plan, it is your private forecast with extra columns.
- Read the second slip. One missed date is normal. The same item slipping twice usually means an obstacle nobody has told you about.
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Written for The AI University. Every prompt in this library is original work — authored, tested and revised here, not collected from elsewhere. 365 of them, free with an account.