Processes

Develop opportunity win plans

How develop opportunity win plans are reshaped as AGI capability advances.

ProcessesDevelop opportunity win plans
Develop opportunity win plans — illustrated

The bottom line

Roughly 85% of the work in Develop opportunity win plans is information-shaped — already within reach of AI delivery. The question here is not whether it shifts, but which tasks go first and who staffs the residual.

Why: Lacking seeded child occupations, the scalar is derived from the APQC lens 'Develop and manage sales plans' and the process description 'Creating plans about how to close leads and win sales opportunities.' Formulating sales strategies and drafting plans are purely information-processing and strategic knowledge activities. Because the value-producing work relies on document creation and data analysis rather than physical labor, it is placed firmly in the digital band.

grounded in the economy graph · digital scalar 0.85 · digital

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How the work flows

Trigger: A qualified sales opportunity meets the threshold criteria requiring a targeted, strategic pursuit.

  1. Analyze opportunity requirements and assess the competitive landscape
  2. Map key stakeholder relationships, decision criteria, and buyer motivations
  3. Formulate a targeted value proposition and distinct competitive differentiators
  4. Define specific sales tactics, milestones, and necessary resource allocations
  5. Review and secure leadership approval for the finalized win plan

Outcome: A structured, approved strategy document detailing the actions, resources, and timeline required to close the deal is finalized.

Measured by

Win RateOpportunity Conversion RateWin Plan Development Cycle TimeCost Of Sales