Shortlist the package configurations that fit this buyer
Packaged know-how that tells an agent how to do a job well.
You might say…
“I always end up presenting every option and the conversation becomes a negotiation about the menu itself.”
What it does
Reasons from qualification notes (scope, urgency, complexity, budget signals) against the standing package menu to identify which configurations are genuinely relevant, ruling out clear mismatches with explicit reasoning.
Trigger: Use once per deal, immediately after qualification, to narrow the package menu before any price or presentation decision.
I/O: Qualification notes + package menu → shortlisted relevant configurations with reasons for inclusions and exclusions
Recognise the problem?
The primitives are the commodity part. The fastest next step is a conversation about composing them into something that works for you.
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