Opportunity qualification record
Decide whether further pursuit is justified.
Open example: This page explains the information structure. Use Complete for saved working reviews and export.
Customer problem and intended outcome
Record the minimum reliable information, its source, owner and status. Mark unknowns explicitly rather than converting assumptions into facts.
Strategic and customer fit
Record the minimum reliable information, its source, owner and status. Mark unknowns explicitly rather than converting assumptions into facts.
Buying process and decision evidence
Record the minimum reliable information, its source, owner and status. Mark unknowns explicitly rather than converting assumptions into facts.
Value hypothesis and affected metrics
Record the minimum reliable information, its source, owner and status. Mark unknowns explicitly rather than converting assumptions into facts.
Feasibility, capacity and material risks
Record the minimum reliable information, its source, owner and status. Mark unknowns explicitly rather than converting assumptions into facts.
Decision: pursue, pause or stop; owner and rationale
Record the minimum reliable information, its source, owner and status. Mark unknowns explicitly rather than converting assumptions into facts.
Example structure · Adapt to context and risk · Do not capture personal or confidential information unless your approved system and retention controls permit it.