Guide · Agent skill
How to use the Plan Deal Strategy agent skill
Updated · written with AI from the project's own documentation and checked against our catalogue data
Plan Deal Strategy is an agent skill, a packaged set of instructions that an AI agent loads when a request matches its description. This one is for account executives and sales managers who want a structured plan for one live opportunity, renewal, or negotiation. After reading this guide you will know what the skill does, how to install it, how to phrase a request so it triggers, and what it needs to produce a useful result.
Plan Deal StrategyXiaomiMiMo/MiMo-Code · MIT Download the skill Quick start
- 1Download the ZIP. Download the plan-deal-strategy ZIP from this page.
- 2Unzip into the skills folder. Unzip the folder into ~/.claude/skills/ for a personal install, or into a project's .claude/skills/ folder.
- 3Or upload in the Claude apps. In the Claude apps, go to Settings → Capabilities → Skills and upload the skill.
- 4Connect your CRM. Enable a CRM connector so the skill can read authoritative stage, amount, owner and close date.
- 5Name the deal. Ask for strategy on a specific account, opportunity or renewal so the skill can anchor on it.
- 6Review the output. Check the deal map, risks and actions, and verify any inferred stakeholder roles against source records.
What the skill makes the agent do
When the skill runs on one active deal, renewal, negotiation, buying process, or initial sales motion, it turns the available evidence into a practical strategy. The output is built around a deal map, the buying committee with roles and stances, procurement risks, likely objections, sequencing, and prioritized next actions.
The skill is designed to check the CRM first for authoritative stage, amount, owner and close date. It then pulls context from meeting notes, email, messaging, documents and calendar, and labels gaps or guesses instead of filling them in. The skill file is only partly shown in the source reviewed, so the full output format cannot be confirmed here.
- Deal map: initiative, target outcome, timeline, workstreams, blockers and dependencies
- Buying committee: people with evidenced roles, stances and influence, with inferences labelled
- Procurement risks: severity, likelihood, confidence, owner, mitigation, timing and source
- Actions: five to seven prioritized next steps, each with an owner or suggested owner and a source
Install the skill from the ZIP
Download the ZIP for the skill from this page and unzip it. Then place the folder in one of two locations. For a personal install available across your projects, use ~/.claude/skills/. For a single project, put it in that project's .claude/skills/ folder.
If you use the Claude apps instead, you can upload the skill under Settings → Capabilities → Skills rather than copying files by hand.
- Personal install: unzip into ~/.claude/skills/
- Project install: unzip into the project's .claude/skills/ folder
- Claude apps: upload under Settings → Capabilities → Skills
Trigger the skill with a natural request
You do not call the skill by name. The agent loads it when your request matches its description, which covers strategy for one active deal, renewal, negotiation, buying process, or initial sales motion. Name the account or opportunity so the agent can anchor on the right deal.
Requests that are about several accounts or a same-day call queue belong to a different workflow. The skill itself routes those to prepare-for-meeting.
- Plan the negotiation strategy for the Acme renewal, close date is end of quarter
- Build a deal map and objections list for the Northwind opportunity
- What procurement steps should we expect on the mid-market platform deal?
- Give me prioritized next actions for the renewal with Contoso
What the skill needs to work well
The skill treats a CRM connector as blocking for its default path, unless sufficiently grounded deal data is already in your conversation. Optional connectors for meeting transcripts, email, internal messaging, knowledge and files, and calendar sharpen the risks, stakeholders, timing and actions.
The skill also refers to two other skills, answers-ask-user-input and index, which are not included in the files reviewed. If they are missing from your setup, expect less reliable prompting and cross-skill guidance.
- Required for the default path: a CRM connector, or deal data already in context
- Optional: meeting transcripts, email, internal messaging, knowledge and files, calendar
- Referenced but not included in the reviewed files: answers-ask-user-input and index skills
Safety notes: scripts and network access
According to the assessment, this skill does not run scripts but does use the network, because it queries connected sources such as your CRM and other tools. Review which connectors you enable, since the skill reads evidence from them to build the plan.
The skill is built to label gaps and guesses rather than invent them. Treat its output as a draft to verify against the source records before you act on it or share it with a customer.
- Runs scripts: no
- Uses network: yes, through connectors you enable
- Check any stakeholder roles or stances marked as inference before acting on them
Tips for better strategy output
Give the skill a clear anchor: the account name, the opportunity, or the renewal. If you do not, it will search the CRM and offer up to five candidates for you to choose from before doing broad work. Supplying notes or links helps, but the skill does not require links up front.
If evidence is thin, the skill can still produce a low-confidence pack that lists the gaps. Use those gaps as a checklist for what to gather next.
- Name the deal precisely to avoid mixing in evidence from a different opportunity with the same account
- Expect a low-confidence pack when evidence is sparse, and read the listed gaps first
- Ask for only one artifact, such as objections, if you do not need the full pack
What people use it for
- Preparing a negotiation plan for a renewal before a pricing discussion
- Mapping the buying committee and procurement steps on a live opportunity
- Listing likely objections and how to sequence conversations with each stakeholder
- Setting prioritized next actions for an account executive or sales manager reviewing a deal
Frequently asked questions
How do I install the plan-deal-strategy skill?
Download the ZIP from this page and unzip it into ~/.claude/skills/ for a personal install, or into a project's .claude/skills/ folder. In the Claude apps, you can instead upload it under Settings → Capabilities → Skills.
Does the plan-deal-strategy skill require a CRM?
The skill marks a CRM connector as blocking for its default active-deal path, unless sufficiently grounded deal data is already in your conversation. Without a CRM or similar sources it is designed to work with gaps, which reduces confidence.
Is plan-deal-strategy free and what is its licence?
The item is listed under the MIT licence. The source reviewed does not mention pricing, so check the listing for any cost details.
What is the difference between plan-deal-strategy and prepare-for-meeting?
Plan Deal Strategy handles strategy for one active deal, renewal or negotiation. The skill routes same-day first-call prep and multi-account meeting queues to prepare-for-meeting instead.
Does the skill run scripts or send data over the network?
According to the assessment, it runs no scripts and does use the network, because it queries connected sources such as a CRM, email and calendar.
Why does the skill ask me to choose a deal?
If your request does not name an account or opportunity, the skill searches the CRM and offers up to five candidates. It asks you to choose before broad enrichment, so it does not assume the wrong deal.
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Our verdict
Plan Deal Strategy suits account executives and sales managers who run a CRM and want a structured, source-labelled plan for one live opportunity or renewal. It is a poor fit for same-day first-call prep, multi-account call queues, or anyone without CRM or similar deal data, and those users should look at prepare-for-meeting or write their own plan.
Download the skill