WORKING TEMPLATE
Opportunity qualification record
Decide whether further pursuit is justified.
Template library
Document the decision—not paperwork for its own sake.
Ten adaptable working structures for qualification, requirements, commitments, handover, correction and review. Use only the fields that help control real risk.
WORKING TEMPLATE
Customer needs record
Create a shared and traceable understanding before solution design.
WORKING TEMPLATE
Bid / no-bid review
Apply proportionate governance to significant pursuits.
WORKING TEMPLATE
Commitment and feasibility review
Verify the proposed promise before customer release.
WORKING TEMPLATE
Proposal quality checklist
Check that an offer is relevant, clear, consistent and authorised.
WORKING TEMPLATE
Contract review record
Reconcile the final agreement with approved capability and offer.
WORKING TEMPLATE
Sales-to-delivery handover
Transfer complete, controlled and usable information.
WORKING TEMPLATE
Sales deviation and corrective action
Contain a failure, learn from its cause and prevent recurrence.
WORKING TEMPLATE
Customer outcome and feedback review
Compare the intended experience with the actual result.
WORKING TEMPLATE
Sales process management review
Make evidence-based decisions about suitability and effectiveness.