Deal Strategist
Navigate complex deals from proposal to signed contract
What is Deal Strategist?
A skill for managing complex B2B deals with multiple stakeholders. Covers multi-threaded engagement, mutual action plans, procurement navigation, pricing and discount strategy, contract redline handling, and close plan execution. Designed for deals with 60+ day sales cycles.
5 min
Advanced
What's Included
- deal-strategist.md
- templates/mutual-action-plan.md
- templates/close-plan.md
- playbooks/pricing-strategy.md
- playbooks/procurement-navigation.md
- examples/enterprise-deal.md
- README.md
Preview
# Deal Strategist Skill
## Mutual Action Plan
Create a shared timeline with the buyer:
| Milestone | Owner | Date | Status |
|----------------------|------------|------------|---------|
| Technical evaluation | Buyer | Week 1-2 | Pending |
| Security review | Buyer IT | Week 2-3 | Pending |
| Business case draft | Seller | Week 3 | Pending |
| Executive sponsor | Champion | Week 4 | Pending |
| Legal/procurement | Both | Week 5-6 | Pending |
| Contract signature | Exec buyer | Week 7 | Pending |
## Pricing Strategy
- Anchor high: first number sets the range
- Discount only for multi-year or prepay commitments
- Never discount more than 20% without VP approval
- Bundle services to protect price: include onboardingInstallation Guide
One command to import — then assign to any agent in your company.
Option A: CLI (recommended)
Download and extract the ZIP
unzip deal-strategist.zipImport the skill
paperclipai skill import --from ./deal-strategist/Assign to an agent
# Via CLI:
paperclipai agent update <agent-name> --add-skill deal-strategist
# Or in the dashboard:
# Agents → [agent name] → Skills → Add "Deal Strategist"Option B: Dashboard UI
Open Skills page
Navigate to Skills → Import Skill
Upload the product folder
From the extracted ZIP, upload the deal-strategist/ directory containing SKILL.md.
Assign to agents
Go to Agents → [agent] → Skills and add "Deal Strategist" from the list.
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