• The average B2B sales response time is 42 hours - prospects contacted within 5 minutes are 100x more likely to convert (Harvard Business Review)
• Sales reps spend 30–40% of their time on non-selling activities - including prospect research, case study selection, and first-touch document preparation (Salesforce State of Sales, 2024)
• Generic first-touch outreach - no industry context, no comparable evidence - is the single biggest reason qualified prospects disengage before a discovery call
• The result: slow follow-up, inconsistent first impressions, and sales capacity consumed by preparation that should not require a human

Qualification Agent automates the first substantive touchpoint in the sales funnel. A prospect submits a five-field form - industry, company size, name, company, work email. The agent queries a structured corpus of customer case studies tagged by industry vertical and company size, selects the most relevant matches, and generates a personalised briefing note covering operational risk at their scale, comparable organisation evidence, where to start, and what to get right from day one. The briefing note is delivered to the prospect by email within minutes. The sales rep receives a BCC - with full context for the first outreach call already prepared. No research. No document preparation. No manual steps.

Form-triggered automation

Five-field form submission triggers the full generation and delivery pipeline. No manual intervention at any stage. Prospect receives the briefing note within minutes of submission.

Evidence retrieval‍

Structured corpus of customer case studies and success stories tagged by industry vertical, company size, and use-case type. Retrieval is metadata-filtered by industry and size match first, semantic similarity second - ensuring evidence is genuinely comparable to the prospect's context, not generically similar.

Personalised briefing note generation

Output covers four sections: operational risk at the prospect's scale, evidence from comparable organisations with cited results, where to start, and what to get right from day one. Generated per prospect. Not a template populated with a name.

Sales rep routing‍

Every briefing note BCC'd to the relevant AE or partner rep at point of delivery. The document travels with the lead - it is the context for the first outreach call, prepared before the rep makes contact.

Knowledge base‍

Pre-built for Asana. Same architecture configures to Monday.com, Atlassian, HubSpot, Sprout Social, and other platforms within 10–20 working days. Evidence corpus extended per platform as new case studies and success stories are published.

Works alongside PlatformRoadmap Agent‍

Qualification Agent moves the prospect from awareness to discovery call. PlatformRoadmap Agent produces the full capability assessment, integration landscape, and implementation roadmap for the discovery and proposal stage. Together they cover the full pre-sales motion without manual effort.

• First substantive touchpoint delivered within minutes of form submission (not hours or days)
• Every prospect receives industry-relevant, size-matched evidence
• Sales rep arrives at the first call with full prospect context already prepared
• Pre-sales research and first-touch document preparation eliminated from the sales workflow
• Prospect moves from awareness to discovery call faster - with a credible, cited briefing note as the conversion trigger
• Consistent first-touch quality across all reps, verticals, and company sizes

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