AI opportunity analysis
How the AI opportunity analysis works
Once you've created an opportunity, run an AI analysis whenever you're ready. It reads your notes and gives you an honest read on the opportunity, what's still missing, and exactly what to find out before your next call.
Creating an opportunity is fully manual
When you add a new opportunity, nothing runs automatically. You enter company details, contact info, discovery notes, and as many next steps as you need. Hit Create, and you land on a real opportunity page.
Analysis is a separate, deliberate step you run afterward, whenever you're ready for it. Nothing in your form gets overwritten or reinterpreted by the AI.
Running an analysis
From the opportunity detail page, click Analyze opportunity. If you haven't set up any offers yet, you'll see a quick prompt asking if you'd like to add one first, since analysis is more useful when it knows what you actually sell. You can add an offer or skip it and analyze anyway.
The AI reads your notes, your exec type, and your offer library (if you've set one up) to ground its read in what you can realistically deliver, not generic consulting advice.
What you get back
Analysis returns:
- Overall Read: a direct, honest label, Strong, Promising, Early, or Unclear, based on what's actually in your notes
- Reasoning: a few sentences explaining that read, tied to specific evidence
- What's Missing: an honest callout of what information isn't in your notes yet that would change the picture
- Before Your Next Call: 3 to 5 concrete things to find out, confirm, or prepare before you talk to this prospect again
- Recommended offer: pulled from your offer library when you have one set up
Nothing gets added automatically
Every item in Before Your Next Call has its own + Next step button. Nothing is added to your notes or your next steps list unless you click it. The analysis is there to inform you, not to rewrite your opportunity.
Why it's honest, not optimistic
The AI is deliberately calibrated to resist sounding more confident than your notes actually support. A few sentences from a first conversation should usually come back as Early, not Strong. The goal isn't to hype the opportunity, it's to help you walk into your next conversation better prepared.
If the read feels too cautious, that's often a sign to add more detail to your notes and re-analyze, not a flaw in the opportunity itself.
Re-analyzing
As an engagement evolves and you learn more, update your notes and click Re-analyze opportunity from the same button. The new analysis replaces the previous one.
Tips for better results
- Include the company's stage (early-stage, Series B, bootstrapped, etc.)
- Mention any budget signals even if indirect ("they mentioned budget was tight")
- Include the contact's role and their relationship to the decision
- Note the timeline if you know it
- Describe what they've already tried or what's not working
- Set up your offer library first so the AI can recommend something you actually sell