The summary close
Bring the buyer’s agreed priorities, solution, and trade-offs into one clear recap.
When this helps
Discovery is complete and the buyer needs a concise view of what they would be agreeing to.
A question to make your ownYou wanted a clear owner for every inquiry and a faster follow-up process. This scope covers those two outcomes. What have I missed, and are you ready to review the agreement?
Recap the buyer’s goals first
Name two or three priorities in language the buyer has confirmed. Connect each to a specific deliverable and its limits. A summary is useful because it reduces complexity, not because it repeats every feature.
Include the commitment as well as the benefit
Restate the complete cost, implementation responsibilities, relevant dependencies, and unresolved questions. If a goal depends on the buyer supplying clean data, say so. Do not turn a target into a guarantee during the recap.
Invite correction before asking
Ask whether the summary is accurate. Let the buyer correct the scope or raise a new concern. Once it matches their understanding, ask for the appropriate decision or next step.
What it can sound like
Illustrative conversation: Buyer: “That covers most of it, but training is missing.” Seller: “Good catch. Let’s clarify the training requirement before you make a decision.”
What to watch for
Leaving out costs or limitations, or presenting a seller-created benefit as something the buyer already agreed matters.
One thing to try.
Write a 60-second recap using three buyer priorities, three matching deliverables, and one clear decision question.
Put it into practiceTake it to your AI assistant
Add anonymized context to this prompt. Review the response against what you know about the buyer.