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open-a-plan-from-the-agreed-position

Takes the agreed position as it comes across from the negotiation and opens the plan on it, with the signature date both sides are working toward written at the top. Use it when running `ref/sls/negotiate-the-agreement` and `ref/sls/run-the-close-plan`.

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jeffrschneider/agentcatalog
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August 22, 2026 at 14:12
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name
open-a-plan-from-the-agreed-position
description
Takes the agreed position as it comes across from the negotiation and opens the plan on it, with the signature date both sides are working toward written at the top. Use it when running `ref/sls/negotiate-the-agreement` and `ref/sls/run-the-close-plan`.
license
CC-BY-4.0
metadata
{"agent":"close-plan-keeper","agent-version":"1"}
# Open a plan from the agreed position ## What it does Takes the agreed position as it comes across from the negotiation and opens the plan on it, with the signature date both sides are working toward written at the top. ## Where it happens The agent does this in two activities across two reference processes. Each one names the activity as that process words it. - **Hand On the Agreed Position** - `ref/sls/negotiate-the-agreement`, activity 15 - [Negotiate the Agreement](../../../../processes/sales/negotiate-the-agreement.md) - **Open the Close Plan** - `ref/sls/run-the-close-plan`, activity 1 - [Run the Close Plan](../../../../processes/sales/run-the-close-plan.md) ## What to record The plan opened from the agreed position, with the signature date. Every step, on either side, with one named owner and one date, and the steps that block others marked. The buyer's approval path with the committee dates and the person who takes it to each one. The buyer's confirmation of the plan, kept and dated. Every chase, with the reason the owner gave and the new date it produced. Every re-plan, showing which steps moved and whether the signature date moved or the slack was named. The pre-signature conditions marked done with their evidence. At close, the plan with what slipped, why, and what to plan differently. That contract covers every activity this abstract agent takes on, and it is repeated in `com.agentcatalog.agent/RECORDS.md`. What the abstract agent does not do is in `com.agentcatalog.agent/NOT.md`.
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