Opportunity Alert – AC-150513-054 – EXAMPLE
AND THEIR REVIEW.
Date Sourced: April 3, 2016
Category: Options: Customer Opportunity, Sources Sought,
Call-for-Innovation, Strategic Acquisition, Benefit Analysis, Other
Status: Options: Qualifying, Active Discussion, Meeting, Proposal,
Negotiations, Contacting, Closed, Inactive
Potential (High-Moderate-Low): Options: High, Moderate, Low
Add to SFA (Y/N): Options: Yes, No, TBD
Client Action Required (Y/N): Options: Yes, No
Opportunity:
Welcome to Patriot Labs Opportunity Alerts. If this were an actual
notification, a 1-3 sentence high-level overview of the opportunity would
be provided here. This would include identification of the organization
name and primary contact. You should use this information to conduct an
internal conflict-of_interest check, particularly if the opportunity is to
be added to a client Success Fee Agreement.
Website: entrahealth.com
Summary of Activities/Tasks:
1. April 3, 2016 – The first entry typically describes now the opportunity
was identified, including a summary of the initial discussion that took
place.
2. April 3, 2016 – Subsequent entries will describe meaningful follow-on
activities/interactions that took place involving the opportunity.
3. April 3, 2016 – Additional entries may include scheduled upcoming
activities, such as conference calls or meetings.
Forward Statements and Guidance:
This forward looking statements section is intended to describe any likely
next steps, planned actions, or anticipated events. It may include an
estimated timeline for qualifying the opportunity budget and requirements;
or closing a transaction.
End.
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