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Multiple Choice

Which statement about opportunity and capture plans is correct?

The key idea is how plans are scoped. An opportunity plan is built for a single deal: it defines the win strategy, stakeholders, decision criteria, competitive posture, and the specific actions, timelines, and resources needed to pursue that opportunity. It is tightly tailored to the particular customer, context, and cycle of that opportunity, and it evolves as the deal progresses. An account plan, on the other hand, looks at the customer relationship across many opportunities. It covers broader goals for the account, long-term growth, relationships, and initiatives that span multiple opportunities or timeframes. Because of its wider scope, it isn’t tied to one specific opportunity. So the statement that an opportunity plan is specific to an opportunity is the accurate one.

The key idea is how plans are scoped. An opportunity plan is built for a single deal: it defines the win strategy, stakeholders, decision criteria, competitive posture, and the specific actions, timelines, and resources needed to pursue that opportunity. It is tightly tailored to the particular customer, context, and cycle of that opportunity, and it evolves as the deal progresses.

An account plan, on the other hand, looks at the customer relationship across many opportunities. It covers broader goals for the account, long-term growth, relationships, and initiatives that span multiple opportunities or timeframes. Because of its wider scope, it isn’t tied to one specific opportunity.

So the statement that an opportunity plan is specific to an opportunity is the accurate one.