Opportunity Assessment Short Form with Manager Guidance

Opportunity Assessment Short Form with Manager Guidance

The Opportunity Assessment Guide analyzes the four key components of the Qualified Prospect Formula for an opportunity to determine the likelihood your opportunity is qualified. Remember each element in the QP Formula is linked to the ValuePrompter and if one component is determined to be lacking or undeveloped (a "zero"), the prospect/opportunity is considered unqualified until that component can be validated. This tool provides the manager or rep with a quick assessment, and guidelines on what the follow up questions should be based on the answers uncovered in the deal triage.

This resource is password protected. The required password and instructions for download can be found here. Please note that this link will only work once you have joined the Alumni Group.

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Last UpdatedMay 8, 2020
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