Business Lead Opportunity Template

This Business Lead Opportunity Template is a template form that contains standard

language for this type of form, however, there are opportunities for additional language

to be added to ensure the needs of the person using the template are met. A Business

Lead Opportunity Template is a document used to record and qualify a business and or

consulting lead opportunity. This template is most helpful to individuals or entities who

wish to record and qualify a business and or consulting lead opportunity.

COMPANY NAME / LOGO

Company Tag Line Opportunity Assessment

ACCOUNT/TEAM: XXXXX

COMPANY ADDRESS 1 DATE: XXXXXXX

COMPANY ADDRESS 2 POTENTIAL REVENUE: $XXXX

COMPANY PHONE # SALES OPPORTUNITY NAME: XXXXXXXXXXXXXXXX

COMPANY WWW ADDRESS

CLIENT: XXXXXXXXXXXXXXXXXX









DATE: DATE: DATE:

Write in the date and assess your position using + or –.

If you don’t know, put a question mark. Assess

your competitor’s position.

Repeat at critical points in the sales campaign.



IS THERE AN OPPORTUNITY?

1 DEFINED +

CUSTOMER’S BUSINESS

INITIATIVES UNDEFINED – ?

2 STRONG +

CUSTOMER’S

BUSINESS/MARKET PROFILE

WEAK –

?

3 STRONG +

CUSTOMER’S FINANCIAL

CONDITION

WEAK –

?

4 YES +

ACCESS TO FUNDS

NO –

?

5 DEFINED +

COMPELLING REASON TO

ACT

UNDEFINED –

?

CAN WE COMPETE?

6 DEFINED +

FORMAL DECISION-MAKING

PROCESS

UNDEFINED –

?

7 GOOD +

SOLUTION FIT-BUSINESS

INITIATIVES

POOR –

?

8 GOOD +

SOLUTION FIT- IT

PREFERENCES

POOR –

?

9 LOW +

RESOURCE/CAPABILITY

REQUIREMENTS

HIGH –

?

10 STRONG +

UNIQUE BUSINESS VALUE

WEAK –

?

11 STRONG +

CURRENT CUSTOMER

RELATIONSHIP

WEAK –

?

CAN WE WIN?

12 STRONG +

ACCESS TO POWER

WEAK –

?

13 FAVORABLE +

CUSTOMER’S BUYING VISION

UNFAVORABLE –

?

14 STRONG +

INFORMAL DECISION-MAKING

PROCESS WEAK – ?

15 STRONG +

POLITICAL ALIGNMENT

WEAK – ?

16 GOOD +

CULTURAL COMPATIBILITY

POOR – ?

17 AGREE +

EVALUATION PLAN

DISAGREE –

?

IS IT WORTH WINNING?

18 HIGH +

SHORT-TERM REVENUE

LOW –

?

19 HIGH +

FUTURE REVENUE

LOW – ?

20 HIGH +

PROFITABILITY

LOW –

?

21 LOW +

DEGREE OF RISK

HIGH –

?

22 YES +

STRATEGIC VALUE

NO –

?









© Copyright 2010 Docstoc Inc. registered document proprietary, copy not 2

COMPANY NAME / LOGO

Company Tag Line Opportunity Assessment