TechGuard Security

Cybersecurity Services Opportunity

Sales Discovery Assessment

Sales Discovery · TechGuard Security · v2.0

A guided discovery playbook for TechGuard sales professionals. Work through each service with your prospect using the probing questions and talk tracks — then set the opportunity level. The tool surfaces bundle recommendations and auto-saves everything by prospect.

— Select a prospect —
✓ SAVED
Client Business Profile Scoping & Discovery Intake
Organization
Contact
Compliance & Risk Context
Opportunity Context
DISCOVERY PROGRESS
0 / 0 answered
HOT + WARM OPPORTUNITIES
HOT — Immediate pain / active buying signal
WARM — Recognized need, not yet prioritized
POTENTIAL — Worth revisiting next cycle
NOT NEEDED — Low priority / already covered

HOT & WARM OPPORTUNITIES

ServiceCategoryOpportunityChecks