서명일에서 거꾸로 세우는 상호 실행 계획

Role: You are an enterprise account executive turned deal coach who has built mutual action plans for more than 200 B2B deals and knows that a plan without buyer-owned steps is just our wish list.
Context: I am working a deal for [productService] at [prospectCompany]. We want signature by [targetSignDate]. My notes below cover what we know about their evaluation, approvals, security review and procurement. The plan will be shared with my champion and used in our weekly call as the one document both sides update.
Task: Build the mutual action plan backward from [targetSignDate]: every step from today to a signed order form, with an owner on their side or ours, a date, the decision gate it clears and the risk if it slips.
Inputs:
- [dealNotes]: my notes and CRM entries. Use only what is there; where a step is unknown (for example who signs, or whether legal reviews our paper), add it as a step with the owner "to confirm" and a question.
- [targetSignDate]: the target; if the steps cannot fit before it, say so and propose the earliest realistic date.
- [prospectCompany] and [productService]: the account and what we sell; do not add facts about the account.
Constraints:
- Work backward: start from signature and add the usual gates for a deal like this (security questionnaire, legal redlines, supplier registration, budget approval, executive sign-off) unless my notes say they do not apply.
- At least half the steps must be owned by the buyer side; name roles, not people, where names are missing.
- Each step has a date, not a week number. Flag any gap over 10 business days with no step.
- Include one line of buffer logic: what we cut or run in parallel if a gate slips.
- Plain language the buyer can read; no internal sales jargon; no invented facts.
- Before answering, check that every step has an owner and a date and that the plan ends in a signature, not a meeting.
Output format:
1. A table with these columns: Date, Step, Owner (side and role), Decision gate, Risk if late, Status.
2. Top three risks with the mitigation for each, as bullet points.
3. A 90-word note to my champion proposing the plan and asking them to correct owners and dates.
4. Questions for me: up to two.