What is a Qualified Business Opportunity (QBO)?

QBO stands for Qualified Business Opportunity. Prospectory uses QBO credits as a plan usage unit for account-opportunity workflows.

Understanding Qualified Business Opportunity (QBO)

Prospectory plans allocate QBO credits for each billing cycle. QBO is the product term for a Qualified Business Opportunity, an account opportunity a team works through its prospecting workflow.

Agree on the account criteria, signals, contact review, and workflow steps your team will use. Then track replies, held meetings, accepted opportunities, proposals, and closed-won deals as separate downstream outcomes.

How Prospectory Uses Qualified Business Opportunity (QBO)

Startup, Growth, and Enterprise plans include different QBO credit allowances per billing cycle, along with channel, agent, integration, and support allowances. The pricing page shows the current plan structure, and the Prospectory team can explain what consumes a credit for the workflow you are evaluating.

Frequently Asked Questions

How is a QBO different from an SQL (Sales Qualified Lead)?

A QBO is Prospectory's account-opportunity usage unit. An SQL is a lifecycle stage defined in a CRM after the team's sales-qualification process. Map both terms to your own workflow before reporting across systems.

What criteria should define a QBO for my organization?

Define the account criteria, signals, contact-review fields, and workflow steps your team needs. Ask Prospectory to show how that motion uses QBO credits, then compare replies, held meetings, accepted opportunities, and later conversion for the accounts worked.

What is a healthy QBO-to-close conversion rate?

Establish a QBO-to-close baseline by segment, deal size, source, and sales cycle. Then compare accepted opportunities, closed-won conversion, and excluded viable deals after changing the qualification workflow.

How can AI help improve QBO quality?

AI can assemble public and connected account context, rank accounts for review, prepare qualification questions, and classify early responses. People confirm need, stakeholders, budget context, and timing. Evaluate QBO quality using accepted opportunities, downstream conversion, data corrections, and seller review.

Related Terms

See Qualified Business Opportunity (QBO) in Action

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