close-plan-generator-skill

<quick_start>

1. hubspot_search_deals → hubspot_get_deal (Epiphan AI) — resolve the deal; keep stage, amount, close date, collaborators, notes, associated contacts/company.
2. hubspot_search_contacts on the company → qualify_lead per contact (Gate Q) — ATL/BTL tier + EB flag + exclusions.
3. clari_list_calls (deal contacts / rep, 90 days) → clari_get_call_summary on the 3-5 most recent; ask_agent for the 30-day activity timeline.
4. search_product_catalog for every product or competitor claim that will appear in Stage 4 / the plan (Gate S).
5. Build stages 2-9 → ASCII report in chat. Mutual action plan: check_my_copy → create_draft (Gmail). Write sidecar + run-log line.

Say: "close plan for [Company Name]" or "build close plan [Deal Name]". Share the report with BDR Tim Kipper and/or the SE before execution. </quick_start>