Library/Meeting Prep & Discovery/Qualification Framework Execution/SQO Deal Assessment Status Confirmed Partially Missing Evidence Recommend Advance
TestedMeeting Prep & DiscoveryQuick Win (under 10 min)

SQO Deal Assessment Status Confirmed Partially Missing Evidence Recommend Advance

Generate a structured SQO deal assessment when some qualification criteria are confirmed and others are still missing.

About this prompt

This prompt produces a deal assessment for opportunities at the SQO stage where some qualification evidence is present but key elements are still unconfirmed. It helps AEs and deal desk reviewers document what's confirmed, flag what's missing, and generate a reasoned recommendation to advance or hold the deal. Use it before a deal review, forecast call, or pipeline inspection when a deal doesn't cleanly pass or fail the SQO bar.

The prompt

Based on the available information about this deal, assess whether it should be moved to Sales Qualified Opportunity (SQO) status. Evaluate the following criteria and provide: 1. A status for each (co
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Variables to replace

PASTE DEAL NOTES

How to run it

  1. Copy the prompt and paste it into Claude, ChatGPT, Gemini, or Copilot — it's tuned to run in any of them.
  2. Replace the variables — swap each bracketed token for your deal's specifics. The variables list above explains every field.
  3. Make it yours — run it, keep what's strong, and tighten your inputs on the next pass. The prompt improves with your context.

What good output looks like

Make it yours

StageQualification
SeatAE, SDR
DifficultyAdvanced
Time to valueQuick Win (under 10 min)
Works withAI-Agnostic
CategoryMeeting Prep & Discovery
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