What this is: a structured go / no-go you can defend to your manager, or kill with a clear conscience. You make every call; the tool enforces the discipline, runs the SOP-11 readiness check, and drafts AI prompts to pressure-test your thinking. It does not score the deal for you.

Start from a sample deal

1 The opportunity & the decision Account What they'd buy

Deal size

Timeline

Verdict needed by

2 The fit: scored on evidence, not hope

Rate each on the evidence you can point to. Need help drafting these? Use the “Fit assessment” prompt below.

3 The intel: one item per line Verified: confirmed with the buyer or a real source

If you can't name who confirmed it or where it came from, it belongs in Assumed, not Verified.

Assumed: the rep's read, not yet confirmed Unknown: we don't have it

4 The strongest reason to walk · required The single strongest, most honest reason to walk away What would have to be true for that reason to be wrong?

5 The verdict The call

Confidence

High = signed / confirmed evidence · Medium = strong signals, real gaps remain · Low = mostly inference.

Conditions to confirm first, one per line (for “with conditions”)

6 The next move One concrete action

Owner

AI prompts: pre-filled with this deal

Optional. Paste into Claude or ChatGPT to pressure-test your read before you commit. Nothing here is auto-written into the memo: the judgment stays yours.

AI prompt: fit assessment

AI prompt: the disqualifier

Running self-test…

Your work autosaves to this device only and “Clear” erases it. With AI assist off, nothing you type leaves this browser. If you use a “Run with AI” button, the fields you’ve filled in are sent to our server and to Anthropic to generate that output, and they are not stored.

Your memo will appear here

Fill in the deal details on the left, or load a sample, then press Generate memo to render the branded deliverable.

Guided input · SOP-11 readiness check · export to PDF

Deal Qualification Memo

Your memo will appear here

Your deal