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close-the-pursuit

Settles which organization papers the order and what the other side invoices, then closes the run with a debrief. Use it when running `ref/prt/run-a-co-sell`.

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jeffrschneider/agentcatalog
Last source activity
August 22, 2026 at 14:12
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name
close-the-pursuit
description
Settles which organization papers the order and what the other side invoices, then closes the run with a debrief. Use it when running `ref/prt/run-a-co-sell`.
license
CC-BY-4.0
metadata
{"agent":"co-sell-coordinator","agent-version":"1"}
# Close the pursuit ## What it does Settles which organization papers the order and what the other side invoices, then closes the run with a debrief. ## Where it happens The agent does this in two activities across one reference process. Each one names the activity as that process words it. - **Debrief the Pursuit** - `ref/prt/run-a-co-sell`, activity 17 - [Run a Co-Sell](../../../../processes/partners/run-a-co-sell.md) - **Settle Who Books the Order** - `ref/prt/run-a-co-sell`, activity 15 - [Run a Co-Sell](../../../../processes/partners/run-a-co-sell.md) ## What to record The pursuit as taken in, and what each side said the other brings. The lead named in writing, who decided it, and the rule they decided it under. The named people on both sides with what each is there to do, and the division of the solution written so a question can be routed to a side without asking. The one plan, every step with a date and a named owner, at a version, with each earlier version kept so a change can be read later. The contact rule with the waiting period. The briefing, and who on each side heard it. Every approach as it actually happened, logged by the side that made it on the day it was made, and every touch that was held with the reason. The check-in with each step marked done, open or dropped. Which side papered it, on what terms, what the other side invoices, and the debrief. 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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