# Opportunity Conversion, Retention & Expansion — illustrative template

> Illustrative work format, not a client case study or completed result.

## Desired outcome

[Enter the outcome, client baseline and measurement period.]

## Here is how we actually do that

### 1. Review quote/order economics and require the evidence needed before an opportunity advances.

Facts / unknowns: [enter]
Action / owner / date: [enter]

### 2. Assign owners for next actions, samples, qualification, quotation and supplier/operations handoff.

Facts / unknowns: [enter]
Action / owner / date: [enter]

### 3. Review retention, account expansion, partner progress and win/loss learning with leadership.

Facts / unknowns: [enter]
Action / owner / date: [enter]

## Work products

- Qualified RFQ/quote intake: [enter]
- Pricing & cost-to-serve issue map: [enter]
- Pipeline & forecast review pack: [enter]
- Milestone/owner/follow-up plan: [enter]
- Supplier/operations handoff: [enter]
- Retention & expansion plan: [enter]
- Win/loss and executive review: [enter]

## Starting inputs

Recent quotes/orders, account economics supplied by the client, requirements, opportunity stages and handoff rules.

## Scope and boundaries

Actual quotes need full project intake. Potential, forecast, contracted future business and booked sales remain separate; no savings or margin outcome is assumed.