# Commitment Ledger

> Build a two-sided ledger of what your team promised, what the account promised, and what is still outstanding across recent conversations.

**Source:** https://gtm.ai/marketplace/gtm-skills/zoominfo-commitment-ledger

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## Overview

Commitment Ledger answers a question that comes up before every follow-up: who owes what, and to whom. It reads your recent conversations with an account or contact and produces a two-sided accounting. One column holds what your team promised. The other holds what they promised. A third view surfaces what is still open.

The skill draws its evidence from conversation intelligence, the same source that captures your calls and meetings. You point it at an account, a contact, or a specific set of calls. It extracts commitments by side, marks each one open, done, or unclear based on what later conversations show, and attributes every line to the meeting where the promise was made. Nothing lands in the ledger that the conversations do not support.

This is a recent-commitments view, not a full-history audit. Conversation intelligence reasons over the last few engagements, so the ledger reflects what has been said lately rather than every promise ever made. If no conversation data exists for the scope you name, the skill tells you that plainly instead of presenting an empty table as proof that no commitments exist.

## What It Does

- **Two-sided accounting**: Separates promises your team made from promises the account made, so accountability runs in both directions.
- **Source attribution**: Ties every line back to the specific meeting where the commitment surfaced, giving you the receipt behind each entry.
- **Status reconciliation**: Marks each commitment open, done, or unclear by checking whether later conversations confirmed, completed, or contradicted it.
- **Overdue flagging**: Calls out the items most in need of chasing and names who owns each one.
- **Flexible scope**: Runs against a whole account, a single contact, or a hand-picked set of calls, resolved by ZoomInfo ID or by name.
- **Honest gaps**: Reports when conversation data is missing rather than reading absence as agreement.

## Use Cases

### Accountability Check Before a Follow-Up

You are about to email a prospect after three calls and want to lead with substance. Run Commitment Ledger on the account. It returns what you promised (a security questionnaire, a reference customer intro), what they promised (looping in their VP of Engineering, sharing their current contract terms), and which of those are still open. Your follow-up now opens with the two things they still owe you, each tied to the call where they agreed to it.

### Confirming What a Prospect Still Owes You

A deal has gone quiet and you suspect the ball is in their court. Scope the ledger to the contact and add the emphasis to show just what they owe us. The output isolates their outstanding items and marks anything overdue against what was said on the last call. That gives you a clean, evidence-backed reason to re-engage without sounding like you are nagging.

### Auditing Contract Promises After a Negotiation

Following a pricing and terms discussion, you need to be sure both sides remember the same commitments. Point the skill at the specific negotiation calls and add the emphasis on anything tied to the contract. It reconciles what was agreed against later conversations and flags any point where the record is unclear. You can then close the gap before it becomes a dispute.