Draft a mutual action plan.

It is a Trig agent set up to draft the close plan you agree with your customer. Agents can be fully customized to work based on your own unique deal signals, conditions, and situations. In this configuration, the agent drafts a plan once, when a deal moves to Negotiation, or whenever you ask. The agent works back from the customer’s own date, lists the steps with owners on both sides, marks which steps the customer has agreed, and checks that the CRM close date fits.

Agents can be configured to read your calls and customer emails for steps, owners, and dates. In this template, a step counts as agreed only when its owner on the customer’s side confirmed the step and its date on a call or in writing, quoted with the source. Every other step is proposed. If the customer has given no date, the plan says every date in it is yours and asks you to get one.

In this template, the agent is configured to deliver a draft plan for each deal that meets your targeting conditions. It opens with the customer’s date and the days to it, steps in the plan, steps agreed, and steps with no owner on the customer’s side. Then it gives each step with both owners, a target date, and its status and evidence, whether the CRM close date fits, and the questions to ask your champion. A version written for the champion is saved as a draft.

No. Trig never contacts customers directly without express approval, which is controlled at the code level. The champion’s version is saved as a draft for you to review, edit, and approve before Trig sends it. Your own dates stay marked as yours until the customer confirms them, and the plan recommends no price, discount, or concession.

The CRM deal with its close date and contacts, and the calls on the deal. Customer emails, documents the customer has shared on how they buy, and your team’s close plan template add useful additional context where available. In Trig, you choose which connected sources agents can read, and you approve whether each assignment may send messages or update records before it runs.

Yes. A template sets up the assignment: what to produce, which accounts it covers, when it runs, and which tools it can use. You review the plan before it runs, and you can edit its instructions, accounts, recipients, or timing at any time, or pause it.

A few clicks. Once the tools it reads from are connected to Trig, you can set up this template almost instantly, review its plan, and the agent starts work on your deals in negotiation.