idoption

IT & Tech · Sales & Pre-sales

Pre-sales scoping & estimation

Turns a client need into a costed scope and indicative timeline.

Outcome
Estimates in hours
Impact
Medium
Function
Sales & Pre-sales
Discuss this agent

How it works

It reads
  • CRM & pipeline
  • Catalogue & offers
  • Emails & threads
The agent
Pre-sales scoping & estimationEstimates in hoursPowered by Dust
Connects to your toolsSalesforceHubSpotGmailMicrosoft Teams
It delivers
  • Quotes & proposals
  • Qualified follow-ups

From pilot to production

  1. 01DiagnoseWe map the workflow, the data and the target metric - no generic template.
  2. 02Wire & iterateThe agent is connected to your real tools and refined with the people who use it.
  3. 03Measure & scaleAdoption is measured on real data, then the agent moves to production.
Sales & Pre-sales

Pick the one that fits.

Your first agent in production.

We start from your real situation, not a generic template. Free diagnostic, 2h, concrete results on your context.

Book my diagnostic45 min, on your context. No generic pitch.

Free, 2h, no commitment, on your real data