Opportunity research
Understand the project and market context behind an enquiry.
Pipeum AI / Sales IntelligenceIn development
Prepare a business conversation with better context.
An intelligence direction in development for organizing opportunity research, company relevance and the questions a sales team needs to review.
PIPEUM AIProduct preview · Sample dataOpportunity discussion brief
A sample agenda for a commercial team.
Business questionDoes this energy project
fit our company?
Preparation focusScope, qualification and
support
CONVERSATION AGENDA
Start with the project’s expectations.
- Confirm the stage and relevant package scope.
- Clarify the company participation requirements.
- Prepare a capability introduction and open questions.
Illustrative workspace. Fictional examples.
Human review determines the next step.
The intended capability
Bring research and commercial preparation closer together.
An intelligence direction in development for organizing opportunity research, company relevance and the questions a sales team needs to review.
Account relevance
Assess what the company can contribute to the discussion.
Commercial preparation
Prepare a focused agenda and identify what is still unknown.
A clear review process
Start with a question. Check the context. Decide the next step.
Frame the question
Define the business question and the company context the research should address.
Review selected information
Consider source relevance, assumptions and any information that still needs validation.
Prepare a human decision
Use the context to structure a discussion, research task or next business action.
Explore the wider direction
Continue with the context that fits your team.
Discuss the business question behind this model.
Tell us what your company wants to research and what information the team needs to review.