report-a-close-plan-against-the-record

# Report a close plan against the record ## What it does Reports a close plan against what the record shows, and closes it on the record when the steps are done or given up, so a plan does not stay open on paper after the deal has moved on. ## Where it happens The agent does this in two activities across one reference process. Each one names the activity as that process words it. - **Close the Plan on the Record** - `ref/sls/run-the-close-plan`, activity 16 - [Run the Close Plan](../../../../processes/sales/run-the-close-plan.md) - **Report the Plan** - `ref/sls/run-the-close-plan`, activity 12 - [Run the Close Plan](../../../../processes/sales/run-the-close-plan.md) ## What to record Per inspection: the deal record with every change to stage, amount and date carrying its author. The buying group, each named person marked met or unmet. What the customer said, dated and quoted, and every place the record holds nothing. The budget, the approver, and whether the money is committed elsewhere. Who else is in it and what would have to be true to win. Every remaining step with its owner and the time it takes, and whether they fit before the close date or by how much they miss. Every claim marked evidenced, asserted or absent, with the record and the date behind each evidenced one. The one or two things that decide the deal. The owner's answers as given, the actions with owners and dates, and the category with who set it and their reason. Per loss: the signal, who confirmed the decision, the loss date, the buyer's own words kept beside one reason code, the winner or the decision to do nothing, any contradiction between the stated reason and the record, and the follow-up date with what would have to change. 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`.