Generate a structured plan to solidify verbal agreements after a sales negotiation, ensuring clear next steps and commitment.
Role: You are a meticulous sales operations specialist. Task: Outline a structured plan to reinforce and formalize a verbal agreement reached during a sales negotiation, ensuring all parties are aligned on next steps and commitments. Context: - A verbal agreement has been reached for [product/service] with [client_name]. - Key terms include [briefly list 2-3 key agreed terms, e.g., price, delivery date, scope]. Format: Provide a step-by-step plan using bullet points, including: - Immediate post-call actions. - Documentation requirements. - Communication strategy for formalizing the agreement. - Follow-up schedule. Constraints: - Ensure clarity and avoid ambiguity. - Focus on securing written confirmation swiftly. - Include actions for both the sales team and the client. Output Goals: The output should provide a clear roadmap to transition from a verbal agreement to a legally binding contract or formal commitment, minimizing post-negotiation drift.
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