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wind-a-dead-deal-down

Stops the trials, pilots and pending approvals when a deal is called lost, and gives back or deletes what the buyer gave us. Use it when running `ref/sls/record-a-lost-deal`.

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Repository
jeffrschneider/agentcatalog
Last source activity
August 22, 2026 at 14:12
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English
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name
wind-a-dead-deal-down
description
Stops the trials, pilots and pending approvals when a deal is called lost, and gives back or deletes what the buyer gave us. Use it when running `ref/sls/record-a-lost-deal`.
license
CC-BY-4.0
metadata
{"agent":"close-plan-keeper","agent-version":"1"}
# Wind a dead deal down ## What it does Stops the trials, pilots and pending approvals when a deal is called lost, and gives back or deletes what the buyer gave us. ## Where it happens The agent does this in two activities across one reference process. Each one names the activity as that process words it. - **Return the Buyer's Material** - `ref/sls/record-a-lost-deal`, activity 10 - [Record a Lost Deal](../../../../processes/sales/record-a-lost-deal.md) - **Stop the Open Work** - `ref/sls/record-a-lost-deal`, activity 9 - [Record a Lost Deal](../../../../processes/sales/record-a-lost-deal.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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