Opportunity Review Process

The Opportunity Review process follows four steps: Analyze, Assess, Agree, and Apply. The Qualified Prospect Formula is applied throughout each step. This document walks you through each of those steps, providing direction for achieving the best results with your rep. Use this tool to determine the strength of any deal that your reps are working, and identify weak points that need more attention.

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.

If you have technical issues or did not receive a password, please request a new password.