Efficient Work
The Customer Opportunity Profile · Self-Check
57–70% of buyers' research is complete before they ever talk to sales.— CEB/Gartner & Forrester

How much research does your deal deserve?

Seven questions about the deal you're chasing. Sixty seconds. You'll get a straight answer: the exact level of account research this pursuit calls for — and what it costs to walk in prepared.

7 questions · ~60 seconds · built by a seller of seven-figure deals
Question 1 of 7

Your verdict

    What the finished product looks like

    A sample profile on a fictional company — the same structure, tables, and rigor every tier is built on.

    Two faded sample pages of a finished Customer Opportunity Profile, watermarked SAMPLE

    What's inside each profile

    Four stages of one system — every document researched, verified, and built for you. The difference is how deep it goes.

    Section / Service Account Targeting & Pre-Engagement Research$19 Initial Access & Multi-Threaded Engagement$29 Deep Discovery$49 Custom Engagementscoped
    Company Snapshot●●●●
    Financial Overview & KPIs●●●●
    Executive Leadership Map●●●●
    Operating KPIs●●●●
    CIO / CTO Innovation Agenda●●●●
    Key Business & Technology Challenges●●●●
    Strategy Pillars (their own language)—●●●
    Your Solutions Mapped to Their KPIs—●●●
    Recommended Pursuit Strategy—●●●
    Executive KPIs → Your Alignment——●●
    IT Executive Deep-Dive Profiles——●●
    Technology Install Base (triangulated)——●●
    IT Budget Model (estimated)——●●
    Key Account Narrative (VP-ready)——●●
    Deep Discovery question set (first meeting)——●●
    Rigorous Qualification — deal-fit & go/no-go———●
    Stakeholder Mapping & Orchestration———●
    Insight-Led Differentiation & Messaging———●
    How it's deliveredBuilt for you · same business dayBuilt for you · same business dayBuilt for you · same business dayConsultative · scoped together

    About the research: every document is researched from public sources with AI-assisted research and verified before delivery. Private companies disclose less than public ones, so some sections lean on clearly-labeled estimates. Executive names, titles, and figures can change — verify anything customer-facing against current filings before you use it. These profiles support your discovery and qualification; they never replace them.