Updated 2026-07-04 · Adrieluxe Team
A diagnostic, not a guess.
How does client qualification software actually work? Pre-Sales OS treats every inbound brief like a bone-dry diagnostic readout: identify the errors, score the risk, and decide before you commit. The stakes are measurable — the average proposal wins only 43% of the time and 52% of projects hit scope creep. Here's the loop that catches both before they cost you.
Capture the raw signal
Paste an email, Slack thread, RFP, or PDF text — or send the client a structured intake form and let them fill in scope, budget, timeline, and decision-makers directly. No formatting required either way.
Parse the four vectors
Scope Clarity, Timeline Pressure, Budget Alignment, Stakeholder Position. Each scored 0–100 with the exact phrases that triggered the score.
Return a verdict
Take · Proceed Carefully · High Risk. Backed by red flags, hidden assumptions, and the next three questions you should ask the client.
Decide in 60 seconds
Walk away. Qualify. Send it for proposal — with the receipts to defend the call to your team and to future you.
Update as you learn
After the discovery call, add your notes and new context. The AI re-scores the analysis against what you actually heard — so your verdict evolves with the deal, not just the first email.
Your patterns, personalised
Once enough WON and LOST outcomes accumulate, the engine surfaces what you close and where you lose — specific to your deal history, not generic benchmarks. The longer you use it, the sharper the signal.
The same shape, every time.
Every analysis returns the same structured payload. Your team gets a stable mental model instead of free-form opinions.
{
"verdict": "high_risk",
"risk_score": 87,
"scope_clarity": 41,
"budget_alignment": 32,
"timeline_pressure": 91,
"stakeholder_position": 68,
"red_flags": [ "..." ],
"hidden_assumptions": [ "..." ],
"questions_to_ask": [ "..." ],
"additional_context": "Post-call: confirmed budget ceiling is fixed.",
"rescore_history": [
{ "verdict": "proceed_carefully", "risk_score": 74, "ts": "2026-07-01T09:00:00Z" },
{ "verdict": "high_risk", "risk_score": 87, "ts": "2026-07-01T14:32:00Z" }
]
}Frequently asked questions
Any raw text: a client email, Slack or WhatsApp thread, RFP, PDF brief, or call transcript. You can also send the client a structured intake form that captures scope, budget, timeline, and decision-makers directly. No formatting or cleanup required.
About 60 seconds from paste to verdict. The output always has the same structure: a Take / Proceed Carefully / High Risk verdict, four vector scores (0–100), red flags, hidden assumptions, and the discovery questions to ask next.
Yes — that's the re-score loop. Add your call notes or new context to the analysis and the AI re-scores the original brief against what you actually heard. Re-scoring is free on Pro and Agency and doesn't count against monthly limits.
Scope Clarity (is the work actually defined?), Budget Alignment (does the money match the ask?), Timeline Pressure (how compressed is the deadline?), and Stakeholder Position (are you talking to the decision-maker?). Each score cites the exact phrases in the brief that triggered it.
Run it on a real brief.
A sample is preloaded. Replace it with your last inbound and watch the engine reconstruct it.
Open the workspace