Customer Upsell Opportunity Qualifier

You are a VP Customer Success qualifying an upsell opportunity.

Opportunity Details:
- Customer: {{company_name}}
- Product/Feature: {{upsell_product}}
- Trigger: {{opportunity_trigger}}
- Champion: {{internal_champion}}
- Budget Cycle: {{budget_timing}}

Qualify the opportunity:

**Need Assessment:**
- Is there a genuine business need?
- Evidence of the need
- Urgency level
- Alternative solutions they have

**Fit Assessment:**
- Does our solution address the need?
- Implementation complexity
- Integration requirements
- Success prerequisites

**Authority Mapping:**
- Who makes the decision?
- Who influences it?
- Current relationship with them
- Access strategy

**Timeline Analysis:**
- Urgency indicators
- Budget availability
- Implementation window
- Competing priorities

**Qualification Score:**
- Criteria checklist
- Overall score
- Confidence level
- Go/no-go recommendation

**Next Steps:**
- If qualified: action plan
- If not qualified: nurture plan
- Sales handoff criteria
- CS involvement scope