Complex opportunity setup
Separate distinct customer decisions before qualification.
Agents01 02 03
Failed or incomplete first runs are refundedB2B Opportunity Scoping
Separate one confusing opportunity into real decision units
Untangle legal entities, operating groups, outcomes, products, funding owners, approval paths, and decision dates so the team knows whether it is one deal or several.
What the Agent prepares
- Distinct decision-unit map
- Customer, outcome, and commercial boundaries
- Per-field evidence labels and dependencies
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Turn deal signals into a reviewable sales decision
Untangle legal entities, operating groups, outcomes, products, funding owners, approval paths, and decision dates so the team knows whether it is one deal or several.
The Agent separates customer evidence, seller interpretation, assumptions, contradictions, and unknowns before recommending a next action.
Use it for
Multi-entity pursuit
Distinguish legal entities, operating groups, and funding owners.
Forecast clarity
Prevent unrelated decisions from being combined into one stage.
Example task
Split this multi-subsidiary opportunity
What the Agent prepares
- Distinct decision-unit map
- Customer, outcome, and commercial boundaries
- Per-field evidence labels and dependencies
How it works
Frame the decision
Define the customer decision, scope, participants, timing, and seller constraint.
Audit the evidence
Apply the Skill method to observed actions, records, direct statements, and missing proof.
Commit the next check
Return a bounded recommendation, owner, review date, and evidence that would change it.
Ethical B2B sales analysis with explicit limits
- The Agent does not invent customer authority, need, budget, timing, intent, evidence, or commercial outcomes.
- It does not recommend bribery, deception, confidential-data extraction, unfair procurement influence, or unsupported guarantees.
- A human approves customer communication, pricing, commitments, resource allocation, contracts, and final commercial decisions.
Frequently asked questions
What should I provide?
Share the decision, customer context, dated actions or records, direct statements, constraints, owners, and known evidence gaps.
Can it work with incomplete deal data?
Yes. It marks unsupported customer facts as unknown and identifies the smallest ethical verification action.
Will it contact the customer or commit resources?
No. It prepares a decision record and next-step proposal for human review and execution.
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