plan-deal-strategy

What problem does it solve?

Build a concrete post-discovery plan by converting grounded deal evidence into a structured strategy pack that guides next steps with an active account.

Core Features & Use Cases

• Turn CRM, meeting notes, emails, threads, documents, and calendar milestones into a unified deal strategy package (deal map, buying committee, procurement risk, and next actions).
• Support both full strategy packs and mode-specific outputs (Deal Map Only, Buying Committee Only, Procurement Risk Only, Next Actions Only) to fit the workflow.
• Use authoritative CRM truth when available and incorporate multiple evidence lanes to sharpen risk, blockers, and timing for active deals.

Quick Start

Provide a full plan-deal-strategy for an active account using the latest deal evidence from CRM, meeting notes, emails, and documents.