Sales / Sales Strategy Live
Opportunity Viability Assessment
Check whether you can actually deliver an opportunity before you chase it — against your own capacity, skills, and current commitments, not against how attractive it looks.
- Run on demand
- ~6 credits per run
- v1.0.0
What does Opportunity Viability Assessment do?
Opportunity Viability Assessment is a production AI agent in the sales section of the Leverge agent store, built for the sales strategy process. Check whether you can actually deliver an opportunity before you chase it — against your own capacity, skills, and current commitments, not against how attractive it looks. It runs on demand, works through 3 steps and returns 4 outputs, including verdict.
What it needs
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The opportunity
What it would require: scope, timeline, skills, integrations, anything unusual.
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Current commitments
What your delivery and SE teams are already committed to.
What it does
- Reading current commitments
- Assessing viability
- Writing the recommendation
What you get back
- Verdict
- Can we do it?
- Recommendation
- What could go wrong
After each run it asks: “Is this an honest read of what we can deliver?”
When it runs
Run on demand
Oversight
Runs under scoped, least-privilege credentials with every action written to an audit log. Anything that moves money, alters a contract or reaches a customer requires human approval before it executes.
Sales Strategy
Other agents in sales strategy
Pipeline, proposals, renewals and the CRM hygiene underneath them
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ICP Recognizer
Upload your won and lost deals and get an ideal customer profile derived from what actually closed — with the qualifying signals, the anti-patterns, and how much the data can really support.
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Market Research Synthesis
Ask a market question and get a synthesis grounded in live search results and your own research library, with every claim traceable to a source and the gaps named.
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Micro-Market Prioritization
Name a broad market and get it cut into workable segments, ranked by what your own won deals suggest and what public sources support — with the sizing arithmetic shown.
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Qualification Criteria Tuning
Upload leads with what became of them and get your qualification criteria tested against outcomes — which ones predict conversion, which ones cost you good leads, and what to change.
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Acceptance Test Generation
Turn agreed requirements into acceptance tests the customer would sign off — each traceable to a requirement, prioritised, with the untestable ones named.
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Account Plan Review
Check an account plan against what a plan is supposed to contain — whether its actions have owners, whether its targets are grounded, and whether it says anything the data does not support.
Next Step
Deploy Opportunity Viability Assessment, or adapt it
It runs as-is against the inputs above. Most deployments diverge — a different source system, a different tolerance, a different approval path. A 30-minute technical call establishes which.