Choose the useful questions.
Complete a short research brief and select 12 to 18 questions from ten sections for a focused 45-minute conversation.
Prepare a focused conversation, capture the buyer's evidence, qualify the opportunity consistently and send the right follow-up without rebuilding the process every time.

The editable guide and formula-driven tracker keep preparation, questions, notes, qualification and follow-up connected, so proposals start from confirmed facts rather than assumptions.
Complete a short research brief and select 12 to 18 questions from ten sections for a focused 45-minute conversation.
Use one six-dimension 0-3 rubric, a separate risk adjustment and clear decision bands across every opportunity.
Adapt one of eight complete emails, assign an owner and date, and move confirmed scope into the proposal-readiness handoff.
The kit separates facts, assumptions, missing information and material risk. A low or incomplete score can justify clarification without pretending the opportunity will close.
Cover context, current process, impact, decision conditions, delivery fit and the next step in a practical sequence.
Capture buyer language, confirmed information, open questions, risks, owners and dates before scoring.
Use 75 rows, dropdowns, timing flags and a live-only dashboard that keeps fictional demo records out of real totals.
This kit supports conversation structure and internal qualification. It does not guarantee signed work, revenue, profit, payment, successful delivery or client outcomes. Adapt it to your services, contracts, professional obligations, privacy requirements and local law.
No. The workflow recommends choosing only the 12 to 18 questions needed for the buyer and situation, then following useful answers instead of forcing the full list.
The Excel file includes 75 opportunity rows, six 0-3 score dimensions, a risk adjustment, automatic decision bands, timing flags, demo rows, a live-only dashboard and the full scoring guide.
Yes. The guide is an editable Word document and the tracker is an editable Excel workbook using standard formulas, dropdowns and conditional formatting without macros.
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