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Client Intelligence

Stop guessing.
Start winning.

Paste a client message, upload a PDF, or drop in a voice transcript. Get a verdict in 60 seconds — then track every lead through your pipeline until it closes.

Budget mismatch ·Scope creep ·Timeline pressure ·Gatekeeper detected ·Missing requirements ·Decision-maker unclear ·Vague deliverables ·Unrealistic deadline ·Budget mismatch ·Scope creep ·Timeline pressure ·Gatekeeper detected ·Missing requirements ·Decision-maker unclear ·Vague deliverables ·Unrealistic deadline ·

No credit card · Results in 60 seconds

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client-message.txt

Intelligence output

The full picture. In 60 seconds.

Scroll to see the verdict, risk scores, hidden assumptions, and discovery questions — everything before you invest a single hour.

presalesos.adrieluxe.com/analysis/zephyr-fintech-rebrand
Pre-Sales OS analysis detail — verdict, risk scores, and discovery questions

0s

Time to verdict

From paste to decision

0×

Budget gaps caught

Average mismatch detected

0%

First-session value

No ramp-up needed

Signals

Your client left clues. Most people miss them.

Every brief contains evidence. Pre-Sales OS reads what they wrote — not what they meant — and surfaces the exact phrases experienced consultants know to interrogate.

client-brief.txt

"Hi! We need a full rebrand + new website. Budget around ₹2–3k, need it done in 2 weeks. We'll also want social media assets after. Can you handle everything?"

4 signals detected · 60s
BUDGET

"Budget around ₹2–3k"

Market rate: ₹2.4L–₹3.8L

Gap is 4× the stated budget

TIMELINE

"Done in 2 weeks"

Scope is 6–8 weeks

Timeline gap: 4×

SCOPE

"...whatever else comes up."

No deliverable ceiling

Open-ended, no end state defined

UNKNOWN

"Just tell me what you can do."

No decision-maker found

Approval chain unknown

Works with

Email / Slack
PDF brief
Call transcript

Decision

One verdict. Your next step included.

Drag to reveal what Pre-Sales OS extracts from a raw brief — and what it hands you after.

Brief
Analysis

From: client@company.com

Subject: Project brief

"Hi! We need a full brand refresh + new website for our consultancy. Budget is £8–10k, timeline 4 weeks. We have a style guide ready, one point of contact, and the MD signs off everything."

Drag right to read full brief →

Take it

Clear scope · Quote today

Risk
28
Scope
82
Confidence
91

Evidence

Clear deliverables, no open-ended language.

Budget within market range for stated scope.

Decision-maker identified and engaged.

What you get

Full-Stack Rebrand Proposal

draft · 6 sections

Executive Summary
Scope of Work
Deliverables
Timeline
Pricing
Terms
drag to reveal

A diagnostic, not a guess.

Pre-Sales OS treats every brief like a bone-dry diagnostic readout — identify the errors, score the risk, decide before you commit.

01

Capture signal

Paste an email, Slack thread, RFP, or PDF. No formatting required.

02

Parse vectors

Scope, timeline, budget, and stakeholder position — each scored 0–100.

03

Get verdict

Take · Proceed Carefully · High Risk — backed by flags and discovery questions.

04

Evolve & learn

Re-score after the call. Log outcomes. The system learns your win patterns.

Pipeline

From verdict to won deal — without a spreadsheet.

Every analysis feeds into a built-in pipeline. Move leads through five stages, see your funnel at a glance, and never lose track of where a deal stands.

0

Analyzed

0

Contacted

0

Call booked

0

Proposal sent

0

Won

Stage by stage

Drag leads from Analyzed through Contacted, Call Scheduled, Proposal Sent, to Won. LOST and On Hold when you need them.

Dashboard analytics

Funnel conversion rates, pipeline revenue, top clients, and a 30-day verdict trend — without touching a spreadsheet.

Client history

Every analysis is linked to a client profile. See all briefs, verdicts, and proposals from a single client at a glance.

Intelligence

More than a first impression.

The brief is just the start. Pre-Sales OS gets smarter at every stage of your sales cycle.

Intake Forms

Replace the messy first email.

Send clients a structured brief link before the call. They fill in scope, budget, timeline, and decision-makers. Cleaner input means a better verdict — and clients who won't fill a simple form self-select out.

Win / Loss Insights

The more you use it, the smarter it gets.

Log enough outcomes and the AI surfaces your personal patterns — what you close, where you lose, and the early signals that predict each.

Living Analysis

The brief isn't the whole story.

After your discovery call, add notes and new context. The AI re-scores — so your verdict stays accurate through the full sales cycle.

The output

Everything you need to decide and act.

Every analysis returns the same six tabs. Nothing missing, nothing to chase.

Overview

Verdict, scores, and context — at a glance.

⚠ Proceed carefully

Risk

74

Scope

31

Confidence

42

Signals

Every red flag extracted from the brief.

HIGHBudget 4× below market
SCOPEOpen-ended scope language
TIMETimeline mismatch detected

Scope

Objectives, requirements, and SOW.

Brand identity redesign
5-page responsive website
CMS integration
Mobile-first design

Timeline

Phases, tasks, duration estimates.

Discovery
1w
Design
3w
Dev
4w
Launch
1w

Pricing

Market-rate range + profitability signal.

Market range₹2.4L – ₹3.8L
LowMidHigh
Profitability: Medium

Proposal

Client-ready. Personalise and send.

A complete professional proposal — generated from the brief, editable inline, exportable as PDF.

Executive Summary

Scope of Work

Deliverables

Timeline

Pricing

Terms

Who it's for

Built for the people who write the proposals.

For agencies

7 discovery calls this month. 3 didn't close. We had no system for filtering. Now we pre-screen every brief before a call gets booked.

Agency owner, 8-person team

For freelancers

Spent 4 hours on a proposal. They ghosted. Used this on the next one and saw 'High Risk' immediately. Saved myself the whole weekend.

Freelance web developer

Paste a message60-second analysisKnow the answer

Your next client message just arrived.

Paste it. 60 seconds later, you know if it's worth your time.

Proceed carefully — 5 signals found
Start 15-day trial

No credit card · Takes 30 seconds to set up

The short version

What is a Pre-Sales OS?

Pre-Sales OS, Adrieluxe’s R&D product, is client qualification software: it reads a raw client brief and returns a Take / Proceed Carefully / High Risk verdict before you invest in a proposal. The problem it attacks is well documented — across 1.28 million proposals the average win rate is 43%, and 52% of projects experience scope creep with an average 27% cost overrun. Qualification is the only step in the pipeline where walking away is still free. See how it compares to the other client qualification tools or read how the analysis works.

Frequently asked questions

Pre-Sales OS is client qualification software built by Adrieluxe — a services agency — as its R&D product. You paste a raw client brief — an email, Slack thread, RFP, or call transcript — and the AI scores it across four risk vectors, then returns a verdict: Take, Proceed Carefully, or High Risk, with the red flags, hidden assumptions, and discovery questions behind it.

Every brief is scored 0–100 on four vectors: Scope Clarity, Budget Alignment, Timeline Pressure, and Stakeholder Position — each with the exact phrases that triggered the score. The combined Client Risk Score drives the verdict, and after your discovery call you can add notes and re-score against what you actually heard.

Yes — new accounts get a 15-day free trial of the full Pro plan (unlimited analyses, AI proposal generation, verdicts, risk scores, and PDF export), no card required. After the trial, Pro is $29/mo (₹2,499 in India); Agency ($79/mo, ₹6,699) adds team seats and a shared client library.

Proposal software helps you win a deal you already decided to chase. Pre-Sales OS answers the question that comes first: is this deal worth chasing at all? When the answer is yes, it drafts the proposal from the analysis — so it replaces the guesswork before proposal software's job starts.

Freelancers deciding which inbound briefs deserve a proposal, agencies protecting team capacity from underpriced scope, and consultants whose calendar is their inventory. If your revenue comes from a small number of high-commitment projects rather than a high-volume sales funnel, qualification is your highest-leverage step.