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keep-the-two-sides-in-step

Logs every approach on the day it was made, holds the touches that would put the customer in front of both sides at once, and runs the joint check-in against the one plan with each step marked done, open or dropped. Use it when running `ref/prt/run-a-co-sell`.

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jeffrschneider/agentcatalog
Última atividade na origem
22 de agosto de 2026 às 14:12
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inglês
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SKILL.md
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name
keep-the-two-sides-in-step
description
Logs every approach on the day it was made, holds the touches that would put the customer in front of both sides at once, and runs the joint check-in against the one plan with each step marked done, open or dropped. Use it when running `ref/prt/run-a-co-sell`.
license
CC-BY-4.0
metadata
{"agent":"co-sell-coordinator","agent-version":"1"}
# Keep the two sides in step ## What it does Logs every approach on the day it was made, holds the touches that would put the customer in front of both sides at once, and runs the joint check-in against the one plan with each step marked done, open or dropped. ## Where it happens The agent does this in two activities across one reference process. Each one names the activity as that process words it. - **Hold the Joint Check-In** - `ref/prt/run-a-co-sell`, activity 14 - [Run a Co-Sell](../../../../processes/partners/run-a-co-sell.md) - **Keep the Approaches in Step** - `ref/prt/run-a-co-sell`, activity 13 - [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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