What is Close Plan?
Close Plan is a core concept in modern B2B revenue. Here is a clear, accurate definition, why it matters, and how Ardovo handles it.
Short answer
A close plan is a shared, dated roadmap of every step required to get a deal from its current stage to signature, including buyer and seller actions, owners, and dates. It aligns the rep and the champion on exactly what happens next and by when.
Key takeaways
- A step-by-step timeline from now to signed contract.
- Assigns owners and dates to both buyer and seller tasks.
- Shared with the champion to build mutual accountability.
Why it matters
Deals slip when no one agrees on the path to close. A close plan makes the process explicit, exposes long-lead items like legal and security review early, and keeps momentum.
How Ardovo handles it
Ardovo captures the close plan on the deal with owners and dates, and Rook nudges when a step is overdue so the plan does not quietly stall.
Frequently asked questions
Is a close plan the same as a mutual action plan?
They are closely related. A mutual action plan is a close plan built and shared jointly with the buyer, emphasizing shared ownership of each step.
When should you build a close plan?
Once a deal is qualified and has real momentum, usually mid-cycle, so both sides can map the remaining steps while there is time to act on them.