Self Discipline

Key Opportunity Planning

This facilitated one-day session is focused on developing the action plan to win a significant business opportunity that is before the sales team. The types of opportunities that qualify for a Key Opportunity Planning Session are those that are:

• Swing opportunities that will make or break the current quarter/year.
• Highly competitive deals that must be won.
• Very strategic opportunities that will change the "landscape" of the
   business relationship.
• Projects that are of critical importance to the customer.

Participation in the Key Opportunity Planning Session should include all parties, including partners, who have a role to play in winning and/or implementing the business opportunity. These may include presales technical support, field service, professional services, education, software, field marketing, product marketing, engineering, etc.

The work product from an Key Opportunity Planning Session is a documented, actionable plan for winning the deal, which includes participation and action responsibilities by all parties to the opportunity. Strategic Planning Alliance will deliver the documented plan output to the sales team within one day of completion of the session.