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Plan Deal Strategy

Builds a grounded sales deal map, objection plan, and prioritized next actions for one active deal

Stars
13,743
Licence
MIT
Files
4 files

What it does

When installed, the agent turns evidence about one active sales deal, renewal, or negotiation into a practical strategy: a deal map, the buying committee with roles and stances, procurement risks, likely objections, sequencing, and prioritized next actions. It is designed to check CRM records first for authoritative stage, amount, owner and close date, then pull context from meeting notes, email, messaging, documents and calendar, and to label gaps or guesses instead of inventing them. The skill file is only partly shown here, so some details (such as the full output format) cannot be confirmed.

Great for

  • Account executives or sales managers preparing a strategy for one live opportunity or renewal
  • Sales teams that use a CRM and want a structured plan for negotiation or procurement steps

Skip it if

  • Same-day first-call prep or multi-account meeting queues, which the skill itself routes to a different workflow (prepare-for-meeting)
  • Users without any deal context, since the skill asks for a deal anchor and may not produce useful output from a vague request
  • Anyone expecting it to work without a CRM or similar sources, since it is designed around them and gaps reduce confidence

Try asking

  • “Plan the deal strategy for our renewal with Acme Corp due next quarter”
  • “Build a deal map and objection plan for the enterprise negotiation with the procurement team”
  • “What should our next actions be to move the stalled Globex opportunity forward?”
Step-by-step guide: how to use Plan Deal StrategyInstall, first run, examples, tips and FAQs

Install in 3 steps

  1. 1

    Download the skill

    The ZIP contains the 4 original files, the MIT licence and an attribution note.

    plan-deal-strategy.zip
  2. 2

    Add it to your agent

    Claude Code (all projects)

    mkdir -p ~/.claude/skills && unzip plan-deal-strategy.zip -d ~/.claude/skills/

    Claude Code / Agent SDK (this project only)

    mkdir -p .claude/skills && unzip plan-deal-strategy.zip -d .claude/skills/

    Claude apps (web/desktop): Settings → Capabilities → Skills → Upload skill, and choose the ZIP.

  3. 3

    Ask for the task

    No special command needed — the agent reads the skill's description and loads it when your request matches. Try one of the prompts above.

Get better results

  • Name the specific account and opportunity up front so the agent does not have to guess among several deals
  • Provide the CRM record or notes you have, and say which time window matters; the default search window is the last 90 days
  • Treat the output as a draft: check inferred stakeholder roles and stances (marked 'Inference:') against what you know before acting on them

What's inside

  • agents/openai.yaml
  • references/request-schema.yaml
  • references/risk-rubric.md
  • SKILL.md

Redistributed unmodified from XiaomiMiMo/MiMo-Code under the MIT licence. The assessment was drafted with AI from the skill's files on 2026-10-29. Skills can instruct your agent to run code — read SKILL.md and any scripts before installing.