Sales closing · SalesBuilder

What you get

3 signed orders · Your qualified leads taken to signed orders by a commissioned closer, with agents on the briefs and proposals; billed only on collected revenue. · Order
orders[] · Each signed order: the account, the value, the date its first payment cleared, and the lead and Play behind it.
lost[] · Each deal the closer lost, with the buyer’s reason and the next step; none is billed.
bill · 15% of each cleared order’s first-year value.

Connect once: Google Calendar, Stripe. How long: About 2 to 6 weeks a deal, from handoff to a cleared first payment.

Trigger

It runs when you call it, or on any Trigger you set.

TypeScript

await $.Workflow.create({ verb: 'Deal.close', trigger: { schedule: 'weekly' } })

Steps

Your agent does these steps, one row per step; each step’s check is part of its row and its price.

Step	Verb	Returns	Price	Approval
1. Brief the closer on each deal	`Deal.brief`	Why they are buying now, the objection to expect and who signs	About $1.11	Runs on its own
2. The closer runs discovery and the demo	`Deal.advance`	The buyer’s need, the decision date and who signs, recorded on the deal	Free	A person does this step
3. Draft the proposal	`Deal.propose`	A proposal on your offer, at or above its floor, sent within 5 business days of the first call	About 8¢	Runs on its own
4. Answer security and reference asks	`Content.draft`	Questionnaire answers from your trust page, and a reference from an opted-in customer	About 8¢	Runs on its own
5. The closer gets the signature	`Order.place`	A signed order on your offer	Free	A person does this step
6. Read the first payment past the refund window	`Collection.query`	Each order paid and past 30 days, or refunded and credited	Free	Runs on its own

Calls: Deal.brief, then Deal.advance, then Deal.propose, then Content.draft, then Order.place, then Collection.query.

About $1.27 per 3 signed orders, each time it runs, capped at $5.00.

Example: give it a goal

Close my 12 qualified leads this month at $268.20 a signed order, billed only once they pay, and show me the plan first.

The plan it shows runs 6 steps, priced before it spends anything; Run it above shows the result it returns.

When something fails

Each failure, and what happens next

When	Then
A buyer asks for a price under the floor	The proposal waits for your approval; the closer never offers below it on their own.
A lead goes quiet before the first call	It comes back to you after 14 days with the last touch, and bills nothing.
An order is refunded inside 30 days	It is credited, and the reason is written to the deal.

Each step retries three times, then falls through to the next route; one item's failure lands in skipped with its reason, never failing the call. Before a step would cross maxCost it stops and returns what it has, with a resume link. Each step's idempotency key is the call's key plus the step and the item: leaseline-deal-close-1-<step>-<item>.

What it promises

Term	This Service
Done	A signed order from a qualified lead you handed over, its first payment collected and past the 30-day refund window.
Counted by	`Order.paid`
Billed	$268.20 a signed order on the $1,788 plan, on acceptance
Target	Every qualified lead you hand over gets a proposal within 5 business days of its first call.
Accepted when	Accepted when the first payment clears the 30-day refund window.
Credited	An order refunded inside 30 days.
Remedy	A deal the closer loses bills nothing and comes back with the buyer’s reason and the next step; an order refunded inside 30 days is credited.
Evaluator	Code reads `Order.placed` and the first `Order.paid` from Stripe, and the close of the refund window.
Window	90 days from handoff for each lead.
Assurance	`attested`, the weakest check on the way to done
Oversight	`performs-step`, because `high-stakes`

December: 12 qualified leads handed to the closer from Demand generation.

Count	What happened
12	Ordered
3	Delivered
9	First calls held; 3 leads went quiet before the call and came back to you.
4	Proposals sent, each within 5 business days.
3	Orders signed.
1	Refunded inside 30 days: credited.
2	Accepted, billed 2 × $268.20 = $536.40

Change it

Ask	Compiles to
Hand over only leads with 50 or more units.	`Deal.close`
Offer annual prepay at 2 months free on every proposal.	`Deal.propose`
Send me each lost deal’s reason every Monday.	`Metric.query`

TypeScript

import { $, Service } from 'startup-builder'

export default Service({
  name: 'deal-close',
  verb: 'Deal.close',
  input: { leads: 'string[]', offer: 'string', handoffWithin: 'string' },
  maxCost: 5,
  builtFrom: ['Deal.brief', 'Lead.route'],
  oversight: { posture: 'performs-step', reason: 'high-stakes' },          // a commissioned closer runs the calls and gets the signature
  contract: {
    done: 'Order.paid', accept: { after: 'refund-window', window: '30d' }, assurance: 'attested',
    bills: { share: 0.15, of: 'first-year-value' }, credits: ['refunded-within-30d'], remedy: 'return-with-reason',
  },
  execute: async (ctx, { leads, offer, handoffWithin = '5d' }) => {
    for (const lead of leads) {
      const brief = await ctx.step(`brief:${lead}`, () => $.Deal.brief({ lead, maxCost: 0.2 }))
      const call = await ctx.task(`call:${lead}`, { to: 'role:sales-lead', brief })                  // a person runs it
      if (call.outcome !== 'advance') continue
      await ctx.step(`propose:${lead}`, () => $.Deal.propose({ deal: call.deal, offer, within: handoffWithin }))
    }
  },
})

Extend it with extends: 'Deal.close' and base(), or compose your own from these steps.

Works with

Plays that order it: Closer handoff, Data residency, Paid pilot, Risk-reversal offers, Trust pack, Written references.

Built from	Kind	Its own price
Account brief	Agent task	About 9.3¢ a brief
Inbound routing	Workflow	About 0.4¢ an inbound

It serves Convert visitors. It deepens Sell and Sales closing.

For agents

For agents: the guide, its approvals, retries and lookups

Fact	Value
Guide	`Deal.close`
Guide approval	`ask`
Goal	Close my 12 qualified leads this month at $268.20 a signed order, billed only once they pay, and show me the plan first. It may change counts, the order of steps, soft filters and the route a read takes, and it stops early when the goal is met. It never relaxes your words, raises its own budget, answers its own approval, calls a Play or acts outside your standing approval.
Retry	Three times with backoff, then the next route; the same idempotency key never charges, sends or posts twice
Idempotency key	`leaseline-deal-close-1`
Lookups	A `find:` input asks unless exactly one record fits

Step
1. Brief the closer on each deal
2. The closer runs discovery and the demo
3. Draft the proposal
4. Answer security and reference asks
5. The closer gets the signature Action class `spend`
6. Read the first payment past the refund window

The amounts live once, on the hub (approvals).

Who does each step, and how it is checked

Step	Function	Doer	Checker	Assurance	Inputs
1. Brief the closer on each deal	`agentic`	The AE agent	A second model checks each fact in the brief against its source	`graded`	`$0.leads`
2. The closer runs discovery and the demo	`human`	A person in the AE seat	The call’s notes and next step read back onto the deal within 2 hours	`attested`	`$1.briefs`
3. Draft the proposal	`agentic`	The AE agent	A second model checks the proposal against your offer and its price floor	`graded`	`$2.deals, $0.offer`
4. Answer security and reference asks	`agentic`	The SE agent	Each answer quotes your trust page or a signed reference, checked by a second model	`graded`	`$3.asks`
5. The closer gets the signature	`human`	A person in the AE seat	Code reads `Order.placed` back from Stripe	`attested`	`$3.proposals`
6. Read the first payment past the refund window	`code`	Code	Stripe’s `Order.paid`, read back after the 30-day refund window closes	`measured`	`$5.orders`

The doer is never the checker, and the weakest assurance on the path is the whole call’s.

Under the hood

Under the hood: the Systems, Nouns and Events it touches

Kind	What it touches
Systems	CRM, sites and content
Nouns	Deal, Content, Order, Collection
Events	`Deal.advanced`, `Deal.proposed`, `Content.drafted`, `Order.placed`, `Collection.queried`

Reference

Inputs, outputs, its Event and its errors

Name	Type	Default	Meaning
`leads`	`Lead[]`	Required	The qualified leads you hand over, each with its sourcing Play.
`offer`	`Offer`	Required	What the closer sells, with its price floor; nothing is offered below it without your approval.
`handoffWithin`	`string`	`'5d'`	How soon each lead gets a proposal after its first call.

Emits Deal.closed. Refuses with max-cost before it spends, and with the Data calls and Accounts groups (refusals).

What you getCopy Anchor Link

TriggerCopy Anchor Link

StepsCopy Anchor Link

Example: give it a goalCopy Anchor Link

When something failsCopy Anchor Link

What it promisesCopy Anchor Link

Change itCopy Anchor Link

Works withCopy Anchor Link

For agentsCopy Anchor Link

Under the hoodCopy Anchor Link

ReferenceCopy Anchor Link

Contents