Plan Deal Strategy

Use this skill for post-discovery deal strategy, not first-call prep.

This skill turns grounded deal evidence into a practical strategy pack for moving an active account forward. It is for situations where deal evidence likely exists in CRM, meeting notes, external or internal messaging threads, docs, calendar milestones, or user-provided notes, and the user needs a concrete plan to advance or unblock the deal.

Do not use this skill for:

• first discovery calls with no prior account context
• generic prospecting
• meeting prep that only needs an agenda and attendee context

For those requests, route to prepare-for-meeting when there is a customer meeting anchor, or ask for basic account/context notes and produce lightweight manual prep instead.

Skill Configuration

User Context

Mandatory pre-answer gate: