Identify60-90 Days

Holistic Service Delivery Diagnostic

ID: 5952770-20

Potential Value

$230,000

Deal Value

$0

Stated Probability

10%

Days in Pipeline

82

Client & Account

Client

Cardinal Maritime Services

City

Washington

Region

USLI

Sub-Sector

SLED

Service Classification

Service Line

Tax

Field of Play

Tax

Opportunity Sub-SL

Indirect

Competency

Indirect Tax - Core

Global Service Code

Document Management - SellSep (97114)

People & Dates

Partner

Dubois Joseph

Pursuit Leader

Wood Helen

Open Date

Feb 20, 2026

Anticipated Win Date

Jul 1, 2026

Close Date

N/A

Details

Description

Holistic Service Delivery Diagnostic

Triage & Expected Value

Triage Model: P(Pursue)

Predicts likelihood of pursuit vs. decline

P(Pursue)

67.5%

Expected Value (EV = P(Pursue) × P(Win) × Value)

$32,089

Key Triage Drivers

Work type
+0.667
Opportunity business unit
+0.551
Consulting service line indicator
+0.224

Win Probability Models

P(Pursue)

67.5%

Model A: Planning

20.7%

Model B: Early Signal

2.8%

Stated Probability

10%

Model A: Planning

Includes deal age and timeline factors. Best for active pipeline management.

Win Probability

20.7%

Key Drivers

Brand new pursuit (vs renewal)
-1.398
Service sub-line track record
-0.817
Lead sales credit %
-0.646

Plain English

The model a: planning estimates a low probability of winning (21%). Factors working against: brand new pursuit (vs renewal), service sub-line track record, lead sales credit %.

Model B: Early Signal

Excludes timeline factors. Better for early-stage assessment.

Win Probability

2.8%

Key Drivers

Brand new pursuit (vs renewal)
-0.891
Service sub-line track record
-0.763
Market segment
-0.538

Plain English

The model b: early signal estimates a low probability of winning (3%). Factors working against: brand new pursuit (vs renewal), service sub-line track record, market segment.