01
Separate evidence from assumptions
Review your notes and sort what the prospect confirmed, what you inferred, and what remains unknown.
Made for Consultants
Qualify the Opportunity Before You Propose
35 min
Intermediate
Customers
Get More Clients
Need to Make a Decision
Use your discovery evidence to test whether an opportunity is real, winnable, and ready for a proposal.
We'll use them to write your prompt.
Completed ✓
Make Your Play
Give us the situation. We’ll build the prompt.
Avoid writing proposals for vague, stalled, underfunded, or unreachable opportunities.
Your answers save as you type.
What you'll do
This is the plan inside your prompt. Add your details first. Then follow these steps with ChatGPT or Claude.
02
Check the six qualification areas
Test the problem, stakes, budget access, authority, urgency, and buying process against the evidence.
03
Find blockers and buying signals
Look for conditions that could stop the engagement as well as signs that the prospect can move forward.
04
Choose the next move
Use the evidence to select Pursue, Clarify, Nurture, or Decline instead of defaulting to a proposal.
05
Set the proposal gate
Decide whether the opportunity is ready for proposal work and record what must happen first if it isn't.
Make Your Play
Qualify the Opportunity Before You Propose
Tell us what the prompt needs to know
Start with the questions below. Each answer personalizes the playbook and builds the prompt you’ll use at the end.
Your situation
Describe the prospect, organization, opportunity, and reason for the discovery meeting.
0/10000
Paste the relevant statements, questions, commitments, concerns, and meeting details from discovery.
0/10000
List the conditions that would make this engagement a good fit, including scope, timing, access, or payment boundaries.
0/10000
List any warning signs, unresolved concerns, competing priorities, or limits mentioned so far.
0/10000
Select the stage that best matches the opportunity now.
Enter the known deadline, target date, or expected next step.
This playbook was updated. Review your inputs before copying.
What you'll do
Check a step when you finish it.
01
Separate evidence from assumptions
Review your notes and sort what the prospect confirmed, what you inferred, and what remains unknown.
02
Check the six qualification areas
Test the problem, stakes, budget access, authority, urgency, and buying process against the evidence.
03
Find blockers and buying signals
Look for conditions that could stop the engagement as well as signs that the prospect can move forward.
04
Choose the next move
Use the evidence to select Pursue, Clarify, Nurture, or Decline instead of defaulting to a proposal.
05
Set the proposal gate
Decide whether the opportunity is ready for proposal work and record what must happen first if it isn't.
Fill in the fields above to generate your prompt preview.
Assembled prompt
Beginner instructions
Paste your notes as written, even if they are messy. Separate facts the prospect stated from your assumptions. If you don’t know an answer, leave it unknown instead of filling the gap.
Advanced instructions
Adjust your fit requirements to reflect deal size, delivery capacity, strategic value, payment risk, and access to decision-makers. Treat the score as a discussion aid, not a substitute for judgment.
Use this when
Use this after a discovery meeting and before you discuss scope, pricing, or send a proposal.
You'll need
- Prospect context
- Discovery notes
- Fit requirements and boundaries
- Known constraints
- Meeting stage
- Decision timing
You'll get
- A status for all six qualification areas
- You can name the strongest evidence, the unresolved gaps, and any hard blockers
- One clear decision, a proposal readiness verdict, and a specific next action.
By the end of this playbook
You will have:
- A status for all six qualification areas
- You can name the strongest evidence, the unresolved gaps, and any hard blockers
- One clear decision, a proposal readiness verdict, and a specific next action.
Examples
Progress 1 of 5