Account-level conversion context

Review which accounts may be more open to changing solutions

Prospectory P2C combines five research factors into an account score for potential conversion from a current solution, with a reviewable explanation and available source context for each factor.

The five factors in the current P2C score

Each factor is evaluated on a 0 to 100 scale, then combined using the weights below.

30%

Replaceable solutions

Reviews the current approach and the practical room for a different solution.

25%

Contract timing

Reviews available information about renewal or expiration timing for the current solution.

20%

Dissatisfaction signs

Reviews available evidence that the current approach may not meet the account's needs.

15%

Implementation complexity

Reviews how much work a change may require; a higher factor score represents an easier transition.

10%

Strategic alignment

Reviews how closely the proposed solution fits the target company's direction and priorities.

Two different account questions

Use P2B and P2C for their intended decisions

P2B

Does this account show the conditions Prospectory currently uses to assess buying potential?

Inputs: Workflow maturity, business gaps, growth indicators, competitive landscape, and market timing

P2C

Does the account show evidence that changing from its current solution may be practical?

Inputs: Replaceability, contract timing, dissatisfaction signs, implementation complexity, and strategic alignment

Human review

A score starts the review

Review the current-solution, contract-timing, dissatisfaction, implementation, and strategic evidence behind each band. The account team then decides whether that context supports a relevant conversation.

Review each factor explanation and its available source context
Confirm that contract or current-solution information is still current
Treat missing evidence as a research gap, not a favorable assumption
Let the account owner decide whether and how to start a conversation

Review P2C with a representative account set

Bring accounts with different current solutions and timing. We will show how the factor evidence, weights, and review workflow apply.

Schedule a working session