A close plan refers to a documented blueprint of the concrete next steps and timeline required to finalize or “close” a specific, late stage sales opportunity or deal.

Close plans can be created in platforms like Recapped.io, or legacy systems such as spreadsheets, documents, and even paper templates.

Close plans keep complex, multi-stakeholder sales on track by defining all necessary activities, documents, internal resources, stakeholder meetings, and milestones leading to a win. They enable proactive management of detailed closing scenarios.

Progress against documented close plans provides clear accountability. However, they require flexibility to adapt as situations evolve. Well-crafted, realistic close plans improve sales team coordination and probability of successfully closing intricate deals.

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