Procurement Playbook

If you're on a sales engineering or rev ops team closing enterprise deals, this skill helps you wrangle the chaos of security reviews, legal redlines, and procurement questionnaires. It gives you a structured framework for tracking who owns which deliverable, managing exception requests, and keeping compliance evidence like SOC2 reports and DPIAs organized so nothing stalls your deal at the finish line. The workstream mapping and exception log templates are genuinely useful if you've ever lost track of which attorney approved what clause. Pairs well with escalation workflows when a deal needs executive air cover to get unstuck.

skills.sh installs: 190
GitHub stars: 438
last updated: Aug 21, 2026

View on GitHub

Install

$ npx -y skills add gtmagents/gtm-agents --skill procurement-playbook --agent claude-code

Installs into .claude/skills of the current project.

Files

Procurement Playbook Skill

When to Use

Enterprise deals entering security/privacy review or contract negotiation.
RFP/RFI responses requiring coordinated SME input.
Situations with heavy exception requests, custom terms, or compliance evidence.

Framework

Requirement Intake – capture questionnaires, policy docs, and mandatory deliverables.
Workstream Mapping – assign internal SMEs (legal, security, privacy, finance) with timelines.
Evidence Library – maintain templates for SOC2, penetration tests, insurance, data flows, DPIA.
Exception Management – document asks, approvals, fallback positions, and decision owners.
Closeout – log final concessions, expirations, and follow-up obligations.