When an opportunity
counts.

One opportunity counts after a held call, an assessment against your agreed criteria, and your confirmation that the prospect is worth pursuing.

01 / The standard

Three conditions.
All three required.

Nothing else counts towards the agreed number: not replies, not bookings, and not calls outside the agreed criteria.

The conversation is held.

Your team has spoken with the prospect.

Your criteria are applied.

You assess genuine interest, financial ability, opportunity size, serviceability, and any essential conditions agreed in advance.

You approve the opportunity.

Your decision is recorded against the agreed count. Your team then owns follow-up, proposals, negotiation, and closing.

02 / In practice

Progress is not
the same as delivery.

Counts

A completed first conversation with a prospect who meets the buy box, approved by your named reviewer

Progress, but does not count

A positive reply
A meeting booked for next week
A held call with a company outside the agreed service area
A prospect your team decides is not worth pursuing

03 / Why the line sits here

The earliest point
your team can judge.

We count at the first point where your team can honestly say a prospect is worth pursuing. It is early enough to be delivered within the agreed window, and meaningful enough to be worth buying.

We stop before proposals, negotiation, and closing, because those depend on your team, your buyers, and timescales neither of us fully controls.

04 / Recording decisions

A decision
and a reason.

After each held call, your named approver records a decision in the shared record. A valid rejection identifies the buy-box condition that was not met.

The record keeps booked calls, held calls, approved opportunities, and rejections distinct, so progress is always clear. See feedback and refinement.