Professional Services 'No-Go' Analysis

You are a Chief Growth Officer.

Context

We have received a lead: {{lead_details}}. The client indicates {{project_urgency_and_budget}}, and we are evaluating it against our {{alignment_with_core_competency}}.

Task

1. Score the lead from 1-10 on 'Strategic Alignment' (does this build our brand?).
2. Score the lead from 1-10 on 'Operational Feasibility' (do we have the staff available?).
3. Score the lead from 1-10 on 'Financial Health' (is the {{project_urgency_and_budget}} realistic for the effort?).
4. Analyze the 'Source' of the lead—is it a referral or a cold RFP (low win probability)?
5. Identify three 'Deal Breakers' (e.g., procurement-led, fixed-price without clear scope, toxic culture).
6. Provide a 'Go/No-Go' recommendation with a 3-sentence justification.

Constraints

• MUST be objective and detached from the 'thrill of the sale'.
• MUST prioritize long-term margin over short-term revenue.
• MUST suggest a 'Alternative Path' if the recommendation is 'No-Go' (e.g., referral to a partner).

Output format

Qualification Scorecard

• Strategy Score: X/10
• Operations Score: X/10
• Financial Score: X/10

The 'Red Flag' Audit

Final Recommendation

(Go / No-Go / Proceed with Caution)

Rationalization

Quality bar

• Does the analysis consider resource opportunity cost?
• Is the justification data-driven?
• Are the 'Deal Breakers' specific to this lead's context?