Project facts
Capture the facts that decide whether the request is ready to move: stage, site, capacity, timeline, and constraint.
- Stage
- Site
- Capacity
Proof Asset
Inspect readiness first.
A readiness intake example should show what is missing before the handoff. The useful version is short, practical, and tied to the next action your team can actually take.
Direct answer
A readiness intake should make the handoff obvious.
The intake should show project stage, site status, capacity, timeline, buyer role, budget confidence, missing inputs, internal owner, and the next action before a proposal or specialist review begins.
Buyer facts
Capture who the contact is, who decides, how procurement works, and whether budget has been discussed.
- Role
- Decision path
- Budget
Action facts
Capture what is missing, who owns the next step, when it is due, and what happens if the buyer does not respond.
- Missing input
- Owner
- Due date
Intake example
Keep the example small enough to use.
The audit checks whether these fields exist, whether the team trusts them, and whether they change how an inquiry moves.
Stage
Research, vendor comparison, RFQ, design, procurement, expansion, replacement, or live issue.
- Current stage
- Project type
- Urgency
Site and plan
Site status, geography, capacity, facility type, known constraints, and required documentation.
- Site status
- Scope
- Constraints
Commercial path
Buyer role, budget confidence, procurement path, partner dependency, decision group, and timing.
- Buyer role
- Budget confidence
- Timing
Next action
Internal owner, missing input, response date, review need, escalation trigger, and outcome after follow-up.
- Owner
- Review
- Outcome
Review view
The weekly review should show the exceptions.
A readiness example becomes useful when it helps the team see which opportunities are ready, which need missing facts, and which should wait.
Ready
The project has enough context for proposal work, specialist review, or a clear commercial next step.
- Clear stage
- Clear owner
- Clear action
Missing facts
The project may be serious, but site, capacity, buyer role, budget, timing, or documentation is still missing.
- Site
- Budget
- Timing
Wait
The opportunity should stay visible, but the next move is education, later follow-up, or a clean close of the loop.
- Educate
- Follow up later
- Close loop
Related paths
Connect intake to the rest of the system.
Readiness intake works best when it connects to CRM stages, proposal workflow, and a weekly pipeline view.
Project readiness guide
Use this when you need the broader readiness page before reviewing an example.
- Stage
- Site
- Owner
CRM stage map
Use this when readiness needs to drive cleaner stage movement and exit criteria.
- Stage
- Criteria
- Action
Proposal workflow
Use this when missing readiness context keeps slowing proposal movement after send.
- Owner
- Risk
- Action
Next step
Start with the audit.
If there is a measurable revenue problem worth fixing, the Revenue Audit shows whether a Revenue System Sprint is the right next move.
Apply for a Revenue Audit