How Pre-Sales OS reads a brief

It reads what the client actually wrote, compares it with what you sell, and tells you how risky the job looks and why. You make the call.

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Set up once, paste a brief, read the verdict and why, then book the call and draft the proposal.

Example data, made up by us.

Chapters

What you give it

The brief as the client sent it: pasted text, a forwarded email, a PDF, or a voice note. Don't tidy it up. The gaps and the vague bits are the point.

PDFs and voice notes are on Pro.

What it looks for

Budget: Is there one, and does it match the work described?
Timeline: Is the date fixed, and is it realistic for the scope?
Scope: How much is clear, and how much is “and anything else we think of”?
People: Who decides, and are they on the thread?
Fit: If you've told it what you sell and your minimums, how well the job suits you.

What you get back

A verdict (Take, Proceed carefully or High risk), the phrases in the brief that drove it, the questions to ask before you quote, and a prep sheet for the call. If it's worth pursuing, a first draft of the proposal on Pro.

An analysed brief: the status line with its stage and client, the Actions menu, and the verdict with one next step — Example data, made up by us.

After the first read

When the client fills in your intake form, the answers land on the deal by themselves and bring it back to Needs you. Waiting on someone? Snooze the deal and it comes back on the day you pick, or straight away if the client answers the form first. Once a proposal has gone out, the deal comes back as Follow up due after three days, with the client's email one click away. Learned something on a call? Add it and check again.

Mark deals won or lost. After five closed deals, What wins starts to show your win rate by verdict, fit and risk, free on every plan. On Pro, AI patterns say what the deals you win have in common.

Intake forms and the AI patterns are on Pro.

The Analyses inbox: what needs you, grouped by stage, longest waiting first — Example data, made up by us.

What it won't do

It won't decide for you, contact your client, or send anything you haven't approved. It can be wrong; every verdict shows its reasons so you can disagree.

Questions

What can I give it?

Any raw text: a client email, a Slack or WhatsApp thread, an RFP or a call transcript. On Pro you can also upload a PDF or a voice note, or send the client an intake form. You don't need to tidy anything first.

Can the verdict change after my discovery call?

Yes. Add your call notes or what the client told you, and check again. The read is redone against the original brief and what you've added.

What does it look at?

Budget, timeline, scope and who decides. If you've told it what you sell and your minimums, it also looks at how well the job fits you. Each point shows the phrases in the brief behind it.

What happens after I send a proposal?

The deal moves to Proposal sent. If it's still there three days later, it comes back to Needs you as Follow up due, with the client's email one click away. When the client signs or says no, mark the proposal signed or lost and the deal moves with it.

Run it on a real brief.

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