AI Pre-Sales for B2B Services

B2B services live and die on discovery quality. SimpliQualify runs a structured discovery in the visitor's first session — scope, timeline, budget, buying authority — and routes only qualified conversations to your team.

Why services teams need pre-sales AI

Services buyers ask the same 15 questions on every project — engagement model, team composition, security posture, past work in their vertical. Answering these live over email costs a full-time coordinator; answering them instantly in chat converts more inquiries.

Common knowledge sources

Capability decks and case studies.
Security and compliance one-pagers.
Standard MSA and SOW templates (redacted).
Vertical-specific proposal boilerplate.

Frequently asked questions

Can I use my own proposal decks as the knowledge source?

Yes. Upload PDFs, slide exports, and past SOWs — the agent chunks and embeds them so answers reflect the exact language you already use with clients.

How does it hand off to sales?

Hot leads get calendar slots inside the chat and an email notification is sent to your team with the full transcript, qualification answers, and lead score.