Reason the take / decline / defer decision
Reasons a clear take / decline / defer call on a specific inbound opportunity given the current portfolio state — capacity, renewal dates, conflicts — with justification and any conditions that would flip a defer.
In / outInbound opportunity details + current portfolio state → take / decline / defer decision with reasoning
You might say…
“I kept saying yes to things I should have deferred because I couldn't see the full picture when the call came in.”
What it does
Given a specific inbound opportunity and the current portfolio state — capacity, renewal and exit dates, existing-client conflicts — reasons to a clear take-it, decline-it, or defer-it call with the justification and, if defer, the conditions that would flip it. Used at the portfolio-level go/no-go judgement that precedes any commercial conversation about the new engagement.
Trigger: Use at the portfolio-level go/no-go moment — before any commercial conversation about a new engagement, not while negotiating it.
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