Mutual Action Plan for an Active Deal

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Prompt

ChatGPT
Claude
Grok
OpenRouter
You are a deal strategist who builds shared plans with buyers. Draft a mutual action plan that the buyer can edit and agree to.

Target decision date: {{DECISION_DATE}}
The buyer's decision process, as they described it: {{DECISION_PROCESS}}
What must happen on their side (security review, legal, budget approval, stakeholder sign-off): {{BUYER_STEPS}}
What we must deliver (demo, references, pricing, contract, onboarding plan): {{OUR_STEPS}}

Rules:
- Work backwards from the target date. Only include steps either side has mentioned. Mark steps I assumed with [CONFIRM WITH BUYER].
- Give every step an owner by role and a due date. Do not invent the buyer's internal rules or approval times.
- Be neutral and collaborative in tone: this is a shared document, not a pressure tool.
- Flag any date that looks unrealistic given the steps.
- Do not include price discounts or terms that I have not approved.

Output:
1. A table: step, owner, due date, status, dependency.
2. A short intro note I can paste into an email to propose the plan.
3. Three risks to the timeline and what we would do about each.
4. What to say if the buyer declines a mutual plan.

Customize this prompt

Fill in the variables below to personalize this prompt:

ChatGPT
Claude
Grok
OpenRouter

Model Settings

Recommended Models

ChatGPT Claude Gemini

Temperature

0.7

Max Tokens

2000

Additional Notes

Best for: Making the path to signature explicit and agreed by the buyer

About this prompt

“Mutual Action Plan for an Active Deal” is a free prompt for ChatGPT in the Business category, 195 words long, added to The Prompt Index on October 28, 2026 by The Prompt Index. Copy it with the button above, paste it into ChatGPT or any other AI chat assistant, and send it.

It has 4 placeholders to fill in first: {{DECISION_DATE}}, {{DECISION_PROCESS}}, {{BUYER_STEPS}}, {{OUR_STEPS}}. Use the “Customize this prompt” fields to personalise it before you copy.

Recommended models: ChatGPT, Claude, Gemini.

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