Move an approved solution through scope validation, pricing, internal approvals, proposal creation, negotiation, legal review, procurement, signature, booking, and closed-won transition without introducing avoidable commercial risk.
This workflow does not replace CPQ, deal desk, finance, legal, security, procurement, authorized signers, order management, or contract policy.
Model B: Modular
Use controlled handoffs between scope, pricing, proposal, legal, negotiation, signature, and booking modules.
The chain, in order:
Run these in order. Each one produces a handoff that the next prompt expects as input. Fill in every bracketed field before you send it.
Feeds into: Prompt 8.2
You are acting as a B2B commercial-readiness analyst, deal-desk strategist, proposal-quality reviewer, and deal-risk auditor.
OBJECTIVE
Determine whether the opportunity is ready for a budgetary estimate, formal quote, proposal, order form, contract, negotiation, or signature.
INPUTS
Account:
Opportunity:
Current stage:
Buyer problem:
Desired outcome:
Business-case status:
Technical-validation status:
Selected scope:
Pricing status:
Economic buyer:
Champion:
Decision status:
Procurement status:
Legal status:
Security status:
Buyer legal entity:
Seller legal entity:
Contract route:
Target decision date:
Target contract date:
Internal approval requirements:
Information that must remain internal:
INSTRUCTIONS
1. Evaluate readiness across buyer problem, value, scope, technical validation, decision, stakeholders, authority, pricing, paper process, entities, dates, and internal approvals.
2. Identify missing prerequisites.
3. Identify commercial risks.
4. Produce a verdict:
- READY FOR FORMAL COMMERCIAL PACKAGE
- READY FOR BUDGETARY ESTIMATE ONLY
- SCOPE VALIDATION REQUIRED
- PRICING APPROVAL REQUIRED
- BUSINESS DECISION INCOMPLETE
- PAPER PROCESS INCOMPLETE
- LEGAL ENTITY VALIDATION REQUIRED
- NOT READY
DECISION RULES
- Do not recommend a formal proposal when scope is unclear.
- Do not treat a demo request as selection.
- Do not use unapproved pricing.
- Do not assume legal entities.
- Do not proceed when buyer value is materially weak.
- Do not provide legal advice.
OUTPUT FORMAT
# COMMERCIAL READINESS ASSESSMENT
## Verdict
## Readiness matrix
| Dimension | Status | Evidence | Gap | Owner |
## Appropriate commercial artifact
## Missing prerequisites
## Commercial risks
## Recommended next action
## NEXT-PROMPT HANDOFFFeeds into: Prompt 8.3
You are acting as a B2B solution-configuration analyst, scope-control specialist, implementation-risk reviewer, and order-accuracy auditor.
OBJECTIVE
Create the authoritative commercial scope record.
INPUTS
Buyer outcome:
Approved use cases:
Products:
Editions:
Modules:
Quantities:
Users:
Devices:
Data volumes:
Locations:
Term:
Services:
Implementation:
Training:
Support:
Integrations:
Dependencies:
Exclusions:
Assumptions:
Partner involvement:
Information that must remain internal:
INSTRUCTIONS
1. Validate every product and service.
2. Identify dependencies.
3. Identify unsupported assumptions.
4. Separate included, optional, and excluded scope.
5. Identify implementation commitments.
6. Identify configuration and quantity risks.
7. Create buyer and internal versions.
DECISION RULES
- Do not invent SKUs.
- Do not promise integrations.
- Do not include services without approval.
- Do not hide exclusions.
- Do not quote unvalidated quantities.
- Flag conflicts with proof results.
OUTPUT FORMAT
# SCOPE AND CONFIGURATION RECORD
## Buyer outcome
## Included scope
| Item | Product or service | Quantity | Term | Purpose | Status |
## Optional scope
## Excluded scope
## Assumptions
## Dependencies
## Implementation responsibilities
## Scope risks
## Buyer-confirmation questions
## NEXT-PROMPT HANDOFFFeeds into: Prompt 8.4
You are acting as a B2B pricing analyst, deal-desk preparation specialist, discount-governance reviewer, and approval-workflow coordinator.
OBJECTIVE
Prepare the internal pricing and approval brief. Do not approve pricing.
INPUTS
Approved scope:
List price:
Configured price:
Proposed price:
Discount:
Term:
Payment terms:
Billing:
Services:
Partner margin:
Distributor margin:
Marketplace fees:
Taxes:
Currency:
Approval matrix:
Competitive context:
Business-case value:
Information that must remain internal:
INSTRUCTIONS
1. Reconcile scope and price.
2. Calculate discounts only from supplied figures.
3. Identify required approvals.
4. Identify nonstandard terms.
5. Explain commercial rationale.
6. Identify margin and precedent risks.
7. Create approval request.
8. Create buyer-safe pricing summary only after approval.
DECISION RULES
- Do not invent list price.
- Do not approve discounts.
- Do not expose margin.
- Do not use value to justify unsupported pricing.
- Flag conflicting price sources.
- Separate budgetary and formal pricing.
OUTPUT FORMAT
# PRICING AND APPROVAL BRIEF
## Pricing status
## Price table
| Item | List | Proposed | Discount | Term | Status |
## Commercial terms
## Approval requirements
| Approval | Owner | Trigger | Status |
## Discount rationale
## Risks
## Questions
## Internal approval request
## Buyer-safe summary
## NEXT-PROMPT HANDOFFFeeds into: Prompt 8.5
You are acting as a B2B proposal strategist, buyer-decision architect, commercial-story editor, and proposal-risk reviewer.
OBJECTIVE
Design the proposal before drafting it.
INPUTS
Buyer problem:
Desired outcome:
Business case:
Approved scope:
Approved pricing:
Decision criteria:
Stakeholders:
Competition:
Implementation:
Proof results:
Commercial terms:
Proposal format:
Information that must remain internal:
INSTRUCTIONS
1. Define proposal objective.
2. Define buyer audience.
3. Create structure.
4. Connect problem, outcome, solution, proof, scope, investment, implementation, and decision.
5. Identify required evidence.
6. Identify content that must not appear.
7. Define acceptance and next step.
OUTPUT FORMAT
# PROPOSAL STRATEGY
## Objective
## Audience
## Decision supported
## Message hierarchy
## Proposed structure
| Section | Purpose | Evidence | Owner |
## Proof plan
## Commercial presentation
## Implementation presentation
## Risks
## Exclusions
## NEXT-PROMPT HANDOFFFeeds into: Prompt 8.6
You are acting as a B2B proposal writer, commercial-document editor, scope-consistency reviewer, and claims-control specialist.
OBJECTIVE
Draft the approved proposal or commercial package using only validated scope, pricing, proof, and terms.
INPUTS
Proposal strategy:
Approved scope:
Approved pricing:
Buyer problem:
Desired outcome:
Business case:
Proof:
Implementation:
Terms:
Template:
Brand guidance:
Information that must remain internal:
INSTRUCTIONS
1. Draft executive summary, buyer context, proposed solution, scope, outcomes, proof, implementation, commercial summary, assumptions, exclusions, and next steps.
2. Keep contract language out unless approved.
3. Preserve pricing and scope exactly.
4. Label assumptions.
5. Create internal consistency audit.
CONSTRAINTS
- Do not invent commitments.
- Do not alter approved price.
- Do not create warranties.
- Do not promise outcomes.
- Do not fabricate references.
- Do not provide legal terms.
OUTPUT FORMAT
# COMMERCIAL PACKAGE
## Executive summary
## Buyer context
## Proposed solution
## Scope
## Outcomes
## Evidence
## Implementation
## Commercial summary
## Assumptions
## Exclusions
## Next steps
# INTERNAL CONSISTENCY AUDIT
| Item | Source | Draft value | Match? | Correction |
## NEXT-PROMPT HANDOFFFeeds into: Prompt 8.7
You are acting as a B2B contract-process coordinator, procurement tracker, legal-workflow analyst, and commercial milestone reviewer.
OBJECTIVE
Track the transaction from approved commercial package through contract, procurement, signature, and booking. Do not provide legal advice.
INPUTS
Buyer legal entity:
Seller legal entity:
Contract form:
Order form:
Statement of work:
Security status:
Procurement status:
Legal status:
Finance status:
Purchase order:
Signers:
Target dates:
Current redlines:
Owners:
Information that must remain internal:
INSTRUCTIONS
1. Map all paper-process steps.
2. Assign owners.
3. Track document versions.
4. Track redlines.
5. Track approvals.
6. Identify dependencies.
7. Identify blockers.
8. Create milestone status and escalation.
OUTPUT FORMAT
# CONTRACT AND PAPER-PROCESS TRACKER
## Entity validation
## Document inventory
| Document | Version | Owner | Status | Dependency |
## Process tracker
| Step | Buyer owner | Seller owner | Target | Status | Completion evidence |
## Redline log
| Issue | Buyer position | Seller position | Owner | Status |
## Signer map
## Risks
## Escalations
## NEXT-PROMPT HANDOFFFeeds into: Prompt 8.8
You are acting as a B2B negotiation-preparation analyst, commercial-tradeoff strategist, redline-issue organizer, and approval-boundary reviewer.
OBJECTIVE
Organize negotiation issues and options without providing legal advice or approving concessions.
INPUTS
Open commercial issues:
Open legal issues:
Buyer requests:
Seller position:
Approved boundaries:
Pricing:
Terms:
Business value:
Critical event:
Alternatives:
Approvers:
Information that must remain internal:
INSTRUCTIONS
1. Classify price, scope, term, payment, liability, security, service, implementation, renewal, termination, and other issues.
2. Identify buyer interest.
3. Identify seller interest.
4. Identify tradeoff options.
5. Identify required approvals.
6. Identify precedent risk.
7. Create negotiation plan.
8. Create escalation list.
DECISION RULES
- Do not approve concessions.
- Do not interpret legal enforceability.
- Do not trade without authority.
- Do not concede value without reciprocal movement.
- Do not create fake deadlines.
- Do not hide nonstandard terms.
OUTPUT FORMAT
# NEGOTIATION AND REDLINE SUPPORT
## Issue summary
## Issue matrix
| Issue | Buyer request | Seller position | Business impact | Options | Approval |
## Tradeoff plan
## Questions
## Concession boundaries
## Escalations
## Meeting plan
## NEXT-PROMPT HANDOFFFeeds into: your CRM and the next workflow
You are acting as a B2B signature-coordination specialist, order-booking reviewer, closed-won documentation analyst, and post-sale handoff architect.
OBJECTIVE
Complete the transaction accurately and preserve every commercial commitment for post-sale teams.
INPUTS
Executed agreement:
Order form:
Statement of work:
Final scope:
Final pricing:
Term:
Billing:
Payment:
Services:
Implementation:
Customer commitments:
Seller commitments:
Exceptions:
Signers:
Purchase order:
Booking requirements:
Information that must remain internal:
INSTRUCTIONS
1. Verify document completeness.
2. Verify signatures.
3. Verify entities.
4. Verify commercial terms.
5. Verify scope.
6. Verify exceptions.
7. Identify booking requirements.
8. Extract customer and seller commitments.
9. Create closed-won CRM update.
10. Create Workflow 10 transfer.
DECISION RULES
- Executed documents are authoritative.
- Escalate conflicts.
- Do not declare closed won before execution requirements are met.
- Do not rely on proposal language where contract differs.
- Do not omit nonstandard obligations.
- Do not promise implementation dates beyond the agreement.
OUTPUT FORMAT
# SIGNATURE AND CLOSED-WON PACKAGE
## Execution status
## Document reconciliation
| Item | Contract | Order form | Proposal | Final authoritative value |
## Final commercial summary
## Customer commitments
## Seller commitments
## Nonstandard obligations
## Booking checklist
## CRM updates
## Internal announcement
## WORKFLOW 10 TRANSFER BLOCK
ACCOUNT:
CUSTOMER:
EXECUTED DATE:
TERM:
SCOPE:
PRICING:
BILLING:
SERVICES:
IMPLEMENTATION:
BUSINESS OUTCOMES:
SUCCESS METRICS:
CUSTOMER STAKEHOLDERS:
SELLER COMMITMENTS:
CUSTOMER COMMITMENTS:
NONSTANDARD TERMS:
RISKS:
OPEN ITEMS:
INTERNAL-ONLY INFORMATION:
EXACT TASK:
Create the post-sale handoff, kickoff, success, renewal, and expansion plan.