Deal Qualification Memo — Interactive Tool

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…

Runs entirely in your browser — nothing you type is sent anywhere. Your work autosaves to this device only; “Clear” erases it.

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