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qualify-opportunitylisted

Assess or update B2B opportunity qualification from call notes, CRM data, emails, or seller observations. Use for MEDDPICC, SPICED, BANT, custom qualification, stage advancement, disqualification, deal inspection, or identifying the evidence needed before investing more resources.
zarif3624/gtm-skills · ★ 0 · AI & Automation · score 70
Install: claude install-skill zarif3624/gtm-skills
# Qualify Opportunity Qualification is an evidence audit, not a form-filling exercise. The goal is to decide how to proceed, not to make every deal look qualified. ## Workflow 1. Read `.agents/gtm-context.md` and the source material. 2. Choose the team's framework or use the framework-neutral model below. 3. Extract direct evidence before interpreting it. Preserve short source references to calls, messages, or CRM fields. 4. Score each dimension as `Confirmed`, `Partial`, `Unknown`, or `Contradicted`. 5. Distinguish buyer statements from seller assumptions and CRM defaults. 6. Identify the smallest next action that can validate the highest-impact gap. 7. Recommend `Advance`, `Continue discovery`, `Hold`, or `Disqualify`, with reasons. 8. Before any live stage or forecast update, require the authorized opportunity owner to validate the cited source notes, applicable exit criteria, and forecast-category definitions. If an owner or definition is unavailable, keep the proposed update pending rather than treating omission as approval. Read [the framework map](references/frameworks.md) when translating MEDDPICC, SPICED, or BANT. ## Framework-Neutral Dimensions - **Problem**: a specific current-state problem exists. - **Impact**: the consequence and priority are understood. - **Outcome**: measurable success is defined. - **People**: users, champion, approvers, economic buyer, and blockers are understood. - **Decision**: criteria, process, and required validation are known. - *