Opportunity Assessment Guide – Forecasting Guide

Opportunity Assessment Guide - Forecasting Guide

The Opportunity Assessment Guide analyzes the four key components of an opportunity to determine the likelihood that the customer will invest in your solution. This is the qualification of the Value Prompter for the key players in your opportunity. If one component is determined to be missing, or undeveloped (a "zero"), the prospect is considered unqualified until that component can be validated. This template provides guidance on how to conduct the opportunity assessments both as a sales team and a sales manager or leader. Included in this document is how to conduct a review in 2 minutes, 10 or 30 based on the level of scrutiny you would like to apply.

Please Note: This resource is password protected. If you’ve forgotten your password, please request a new password. If you’re using an email address from an active client domain, you should receive your new password immediately. If not, please allow us a few hours to verify that you’ve completed ValueSelling training with Visualize before we can issue a new password. Thanks for your patience, we promise we’re working on it as quickly as we can!
File TypeIcon
Downloads425
Last UpdatedJuly 21, 2025
FilePasswordAction
PDF