EXAMPLE STRUCTURE
Opportunity qualification record
Decide whether further pursuit is justified.
Template examples
See the structure behind a reviewable sales decision.
Ten explanatory structures for qualification, requirements, commitments, handover, correction and review. They show the logic; Complete provides the working environment for saved reviews.
EXAMPLE STRUCTURE
Customer needs record
Create a shared and traceable understanding before solution design.
EXAMPLE STRUCTURE
Bid / no-bid review
Apply proportionate governance to significant pursuits.
EXAMPLE STRUCTURE
Commitment and feasibility review
Verify the proposed promise before customer release.
EXAMPLE STRUCTURE
Proposal quality checklist
Check that an offer is relevant, clear, consistent and authorised.
EXAMPLE STRUCTURE
Contract review record
Reconcile the final agreement with approved capability and offer.
EXAMPLE STRUCTURE
Sales-to-delivery handover
Transfer complete, controlled and usable information.
EXAMPLE STRUCTURE
Sales deviation and corrective action
Contain a failure, learn from its cause and prevent recurrence.
EXAMPLE STRUCTURE
Customer outcome and feedback review
Compare the intended experience with the actual result.
EXAMPLE STRUCTURE
Sales process management review
Make evidence-based decisions about suitability and effectiveness.