Sales process & qualification · Working
Close plan
Also called: closing plan
ELI5
A plan detailing remaining actions, stakeholders and dates needed to complete a deal.
Used in conversation
“Do not move the opportunity until close plan is confirmed.”
Pitch context
You will see “Close plan” in go-to-market plans, sales forecasts, account reviews and commercial proposals when the discussion reaches sales process & qualification.
Why it matters: It helps a reader interpret sales process & qualification without confusing the measure, decision, role or evidence being discussed.
Sources & evidence · 2
Supporting source families. This entry is an editorial synthesis rather than a quotation from one canonical glossary.
- U.S. Small Business Administration — Write your business planSupporting source family · primary · checked 2026-08-16
- IFRS Foundation — IFRS GlossarySupporting source family · primary · checked 2026-08-16