Opportunity brief
Prepares a relevance brief on a possible client so the partner can decide whether and how to pursue.
Win work
The saved work
No saved export is linked to this design. It is a specification: its inputs, expected output and human decision are set out below.
- Starts when
- New lead or relevant market event
- What it works from
- Public sources, firm offer and permitted account context
- What it prepares
- Checked relevance brief, evidence and discovery questions
- What your team decides
- Partner chooses whether and how to pursue
What this helps your team do
This path has been checked in the fictional local build.
Responsibilities connected
See what each agent is responsible for preparing in this workflow. These are designs and local examples, not a set of independently running agents.
When it stops and asks
Unverified claim, ambiguous need or unavailable capacity stays a specific open question; no external promise is made.
Supported scope, source access and authority are agreed for each installation.