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check-an-expansion-against-the-plan

Reads an opening somebody else spotted against the open deals and against the plan: whether anybody is already on the same ground, roughly what it could be worth, and whether the plan already says to sell it. Use it when running `ref/sls/spot-an-expansion`.

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jeffrschneider/agentcatalog
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22 de agosto de 2026 a las 14:12
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name
check-an-expansion-against-the-plan
description
Reads an opening somebody else spotted against the open deals and against the plan: whether anybody is already on the same ground, roughly what it could be worth, and whether the plan already says to sell it. Use it when running `ref/sls/spot-an-expansion`.
license
CC-BY-4.0
metadata
{"agent":"account-planner","agent-version":"1"}
# Check an expansion against the plan ## What it does Reads an opening somebody else spotted against the open deals and against the plan: whether anybody is already on the same ground, roughly what it could be worth, and whether the plan already says to sell it. ## Where it happens The agent does this in three activities across one reference process. Each one names the activity as that process words it. - **Check It Against the Account Plan** - `ref/sls/spot-an-expansion`, activity 13 - [Spot an Expansion](../../../../processes/sales/spot-an-expansion.md) - **Check Nobody Is Already On It** - `ref/sls/spot-an-expansion`, activity 8 - [Spot an Expansion](../../../../processes/sales/spot-an-expansion.md) - **Size What It Could Be Worth** - `ref/sls/spot-an-expansion`, activity 9 - [Spot an Expansion](../../../../processes/sales/spot-an-expansion.md) ## What to record The account read at a version, every line naming the system or document it came from and the date that value was current, with the questions nothing answered left standing as unknown. The plan at a version: each opportunity with the evidence for it and against it, its buyer or the note that it has none, its size in a confidence band, the order and what each step depends on the one before it delivering, the assumptions written as testable statements, the risks and what the plan does about each, the moves with their owners and dates, and the asks naming who had to agree. The signed version names both signers and the date. At review, each plan is scored against what it said when it was signed, and every decision records who made it, on what evidence, and anyone who disagreed. 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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