Layer 1
Sales automation: prospect research, proposals, and qualification
The Problem
Preparation work can limit the time available for conversations with prospects.
- Company research is repeated before drafting messages
- Tender responses or quotations draw on scattered documents
- Initial prospect information is not organized for sales review
What I build
Depending on the requirements, I can design a workflow that uses approved sources, prepares draft responses, and organizes qualification under business rules. Prices, commitments in proposals, and message sending require clear approval rules.
Work you can assess
- Research and drafts are organized for review
- The team can inspect qualification reasons and correct unsuitable results
- Preparation time and correction effort can be compared with the original process
Assessing value
Value is assessed through material quality, handling time, and team adoption. Transactions still depend on the product, pricing, market, and prospective customers’ decisions.