AMA on Doing Opportunity Review Meetings

Friday, February 20, 2026
1:00 PM ET / 12:00 PM CT / 11:00 AM MT / 10:00 AM PT

Opportunity reviews are a source of untapped potential that can boost seller performance, optimize sales and product strategies, and improve forecast accuracy across the sales organization.

David Fuller is a Fractional Sales Leader at Portco Revenue Advisors, a consulting firm that helps VC, PE, and Growth Equity-backed companies drive revenue growth. In this roundtable, David explains how to conduct high-impact opportunity reviews, how they can improve performance at the seller, manager, and leadership levels, and how opportunity review findings can be leveraged across your organization.

Ideal for Sales leaders, CROs, and CEOs/Founders

Join to discuss:

  • Best practices for structuring opportunity review meetings and programs
  • How opportunity reviews improve forecasting accuracy (greater visibility into accounts, awareness of seller skill/evaluation gaps, etc.
  • Evaluating the 3 key landscapes covered in opportunity reviews (political, business, and competitive)
  • How to provide effective coaching to onboarding or struggling sellers
  • The 5 essential questions that enable reps to sell value, not features (What’s your value proposition?; What problems are you solving?; etc.)

Virtual Event

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