Sales recommendation

Source ID: TEMPLATE-SALES-001
Date: 2026-09-10
Owner: Workshop lead
Status: output template
Original file: sales-recommendation-template.md

Decision

GO / NO-GO / GO WITH CONDITIONS

Executive summary

- - - - -

Stakeholders

Person or group	Role in decision	Evidence/source	Confidence

Confirmed needs

Need	Source ID	What the source actually establishes

Conflicts, assumptions, and missing information

Issue	Conflicting/missing sources	Human owner	Required next step

Questions before a binding proposal

1. 2. 3.

Draft next customer contact

To: Subject:

Draft:

AI review note

AI suggestion we rejected or corrected:
Why:
Source IDs we opened to verify or correct it:

Two-minute presentation

Recommendation:
Strongest evidence:
Largest uncertainty:
Immediate next action: