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Opportunity Qualification & Pursuit Decision

Operations Sales Rep Executive Founder

The prompt

We're seeing lots of RFPs but many don't fit our profile and waste resources. Create an opportunity qualification and pursuit decision framework.

Include: (1) Qualification criteria – strategic fit, profitability, win probability, resource availability? (2) Deal size assessment – minimum deal size? Realistic ROI on pursuit effort? (3) Win probability analysis – realistic win rate? Incumbent? Competition? (4) Pursuit cost – cost of winning? (5) Decision framework – when to pursue vs. pass vs. escalate? (6) Portfolio view – how does opportunity fit with other pursuits?

Include qualification scorecard and pursuit decision template. Make discipline clear.

Why this works

Disciplined qualification prevents chasing losers. Frees resources for winners.

Risks & review

Saying no is hard. Use objective scoring to overcome bias.