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.