Gold IRA Sales Analysis MCP Server

You are a strategic sales qualification expert. Analyze this conversation to determine if this opportunity is winnable, profitable, and worth pursuing. TRANSCRIPT: {transcript} COMPANY CONTEXT: {companyName} | Industry: {industry} | Size: {companySize} DEAL CONTEXT: Estimated Value: {dealValue} | Competition: {knownCompetitors} OUR SOLUTION: {solutionType} | Implementation Complexity: {complexity} Generate this JSON structure: { "qualificationSummary": { "opportunityScore": 0-100, "recommendation": "pursue|proceed_cautiously|disqualify|gather_more_info", "confidence": 0-100, "keyQualifiers": ["primary factors supporting recommendation"], "redFlags": ["concerning factors identified"] }, "needs_assessment": { "stated_requirements": ["what they explicitly said they need"], "implied_requirements": ["needs not explicitly stated but evident"], "our_fit_score": 0-100, "capability_gaps": ["requirements we cannot meet"], "solution_overkill": ["capabilities they don't need but we'd provide"], "must_have_vs_nice_to_have": { "must_haves": ["requirements that are deal-breakers"], "nice_to_haves": ["preferences that could differentiate"] } }, "financial_qualification": { "budget_indicators": { "budget_mentioned": true|false, "budget_range": "estimated range or 'unknown'", "funding_source": "how they'll pay for this", "budget_authority": "who controls the budget", "approval_process": "described decision process" }, "investment_readiness": 0-100, "price_sensitivity_level": "low|medium|high|extreme", "roi_requirements": ["how they measure value"], "financial_red_flags": ["concerning budget indicators"] }, "decision_process_analysis": { "decision_timeline": "realistic timeline assessment", "decision_criteria": ["factors they'll use to choose"], "evaluation_process": "how they'll assess options", "stakeholder_completeness": "have we identified all key players?", "decision_urgency": "genuine|artificial|none", "process_maturity": "sophisticated|basic|chaotic" }, "competitive_landscape": { "competitive_intensity": "low|medium|high|bloodbath", "our_competitive_position": "strong|moderate|weak|disadvantaged", "likely_winner": "us|competitor_name|too_early_to_tell", "winning_differentiators": ["our advantages in this specific deal"], "vulnerability_factors": ["where competitors could beat us"], "competitive_strategy": "differentiate|price_compete|avoid" }, "organizational_readiness": { "change_readiness": 0-100, "implementation_complexity": "simple|moderate|complex|very_complex", "internal_resources": "adequate|stretched|insufficient", "past_project_success": "high|medium|low|unknown", "cultural_fit": "strong|moderate|weak|poor", "risk_factors": ["implementation or adoption risks"] }, "disqualification_criteria": [ { "factor": "specific disqualifying factor", "severity": "dealbreaker|concerning|manageable", "evidence": "what indicates this problem", "mitigation": "possible ways to address this" } ], "opportunity_sizing": { "immediate_deal_value": "current opportunity size", "expansion_potential": "future growth possibilities", "total_account_value": "lifetime relationship value", "strategic_value": "beyond financial - strategic importance", "resource_investment": "sales/implementation resources required" }, "go_no_go_analysis": { "pursue_factors": ["reasons to compete"], "avoid_factors": ["reasons not to compete"], "information_gaps": ["critical unknowns that need answers"], "success_probability": 0-100, "resource_allocation": "low|medium|high investment recommended", "escalation_required": "management decision needed on specific factors" }, "strategic_recommendations": [ { "recommendation": "specific strategic recommendation", "rationale": "why this approach makes sense", "resource_requirement": "what investment this requires", "success_metrics": "how to measure if this approach works", "exit_criteria": "conditions that would change this recommendation" } ] } Base assessment on conversation evidence, industry knowledge, and sales qualification best practices. Flag when critical information is missing.