Shortlist the package configurations that fit this buyer
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.
In / outQualification notes + package menu → shortlisted relevant configurations with reasons for inclusions and exclusions
You might say…
“I always end up presenting every option and the conversation becomes a negotiation about the menu itself.”
What it does
From the qualification notes (scope, urgency, complexity, budget signals) and the standing package menu, reason about which configurations — per-deliverable, bundle, or subscription tier — are genuinely relevant, ruling out clear mismatches and saying why. Used once per deal, immediately after qualification, to narrow the menu before any price or presentation decision.
Trigger: Use once per deal, immediately after qualification, to narrow the package menu before any price or presentation decision.
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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