Opportunities
Qualified should mean the same thing to everybody.
Qualification here is a set of questions with recorded answers — property count, renewal date, decision maker, current cost. An agent can ask them and a person can ask them, and either way the answer is on the record with who said it and when.
The bar is set per motion
What counts as qualified for a €5,000 deal is not what counts for a €50,000 one. Each motion states its own bar rather than inheriting a company-wide fiction.
Answers, with attribution
“Five properties” is recorded against the person who said it and the conversation they said it in. A forecast built on unattributed answers is a forecast nobody can defend.
An agent may disqualify, and says why
Out of region, too small, no renewal in sight. Disqualifying is as useful as qualifying and far less often supported, so the reason is recorded and reversible.
Missing answers are visible
A prospect marked qualified with two of four questions unanswered shows as exactly that. The gap is the most useful thing on the screen.
Opportunities
The rest of this area.
Next action first. Stage second.
The workspace
Company, value, stage, owner, next action — and what it is waiting on.
Prospect intelligence
Who is worth attention now, with the reason attached.
Commercial timeline
One history per account, across every channel.
Stages
Conventional stages, proposed rather than typed.
Reactivation
Your next customer may already know you.
Make sure every opportunity gets a next action.
Let AI handle the repetitive engagement, keep follow-up moving, and bring your team in when a customer needs a real conversation.
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