Sell the service line
27 primitives in this stage — 24 skills · 3 agents. Concept-stage catalogue, kept vendor-agnostic.
Prospect signal-gathering agent →
"I have a call in two hours and I know almost nothing about this person."
Route for signature and chase to completion →
"The deal was verbally done weeks ago but the signed contract still hasn't come back."
Sweep and nudge stale leads →
"Leads fall off the radar because I only follow up when I remember, which is not often enough."
Generate the discovery question guide →
"I keep winging the discovery call and walking out unsure what I actually learned."
Structure raw call notes into a fit picture →
"My notes from that call are a mess and I need to decide whether to pursue before tomorrow."
Build the call plan and hypotheses →
"I have the research but I still don't know what angle to lead with on the call."
Score fit and produce the go/no-go call →
"I keep drifting into proposals I shouldn't be writing because I never formally said no."
Draft the pursue or graceful-exit message →
"I said yes when I meant no because I didn't know how to decline without sounding dismissive."
Map the buying unit and decision path →
"The conversation seemed great but then it disappeared into committee and I had no idea who to follow up with."
Draft authority-and-timeline confirmation questions →
"I never ask who actually signs because it feels presumptuous, and then it bites me later."
Shortlist the package configurations that fit this buyer →
"I always end up presenting every option and the conversation becomes a negotiation about the menu itself."
Adjust the baseline to the final deal price →
"I always second-guess the final number because I can't articulate why I moved from the baseline."
Design the choice architecture for the offer →
"I either give one option and feel like I'm not giving them choice, or three options and they stall."
Check margin and deliverability of the configuration →
"I've won deals I ended up regretting because the economics only became clear once we started delivery."
Restate the problem and frame the deliverable →
"My proposals read like a service description rather than a response to their specific situation."
State scope, price, inclusions and timeline →
"The back-and-forth after I send a proposal is always about stuff I should have just said upfront."
Build the walkthrough narrative and emphasis order →
"I just read through the proposal with them and by the time I got to the price they were already skimming."
Prepare answers to anticipated clarifying questions →
"I got caught flat-footed on a simple logistics question and the whole call lost momentum."
Diagnose the real objection behind the pushback →
"They said it was too expensive but when I dropped the price they still didn't sign."
Decide what to concede, hold, or restructure →
"I cave on price when I should hold, or hold when a small restructure would have got it done."
Draft the response and confirm verbal agreement →
"We agreed something on the call but when the contract arrived it turned out we'd had different versions in our heads."
Populate the SOW with agreed scope and terms →
"I cut-and-paste the last SOW and something outdated always slips through."
Assess inbound lead fit →
"I spent an hour on a discovery call and knew in the first five minutes they were never going to be a real client."
Draft the holding reply and offer pointer →
"My holding reply is so generic that half the time leads don't even respond."
Compose the pre-qualification question set →
"I either ask too much and they don't reply, or too little and I'm still guessing on the call."
Evaluate pre-qual responses →
"Their answers are back but I'm still not sure if I should book the call or not."
Draft the booking confirmation and prep note →
"The lead said yes to a call but the prep note I sent made it feel like a sales interrogation."