
Sales introduction relevance brief
Evidence before requesting an introduction.
- For
- Professional services business developers
- Solves
- Introductions lack a documented reason for relevance.
- Delivers
- Reviewed introduction brief
- Built in
- about 4 weeks of creation time, MVP in 4 days
- Investment
- $12,500 for the MVP, $42,500 for the full product
- Run it
- Inside your business, or as part of your offer to clients
What it does
For professional services business developers, turn permitted company facts and referral context into reviewed introduction brief.
- Map stated business needs.
- Link relevant experience.
- Draft introducer questions.
- Link proposed outputs to original source records.
- Capture reviewer corrections and approval.
- Export a versioned reviewed introduction brief.
What goes in, what comes out
- Permitted company facts
- Referral context
AI drafts, people review. Research evidence workspace with reviewed deliverables.
- Reviewed introduction brief
How it works
The workflow
- InStart with
Permitted company facts and referral context
- 1
The buyer creates a project
- 2
Supplies permitted company facts and referral context
- 3
Confirms scope and access
- OutFinish with
Reviewed introduction brief
AI does the heavy lifting, people stay in charge
AI assists these bounded tasks: map stated business needs; link relevant experience; draft introducer questions. Use only permitted company facts and referral context and preserve uncertainty in reviewed introduction brief. Keep model suggestions separate from verified facts. Link factual outputs to authorized input evidence and show missing information explicitly. Use deterministic checks for counts, dates, identifiers and arithmetic where applicable. A designated reviewer validates consequential outputs and signs off the delivered result.
What your team sees
Key screens: Brief and sources, Sales introduction relevance brief, Review and delivery. Organize work by research question. Show a source library, an evidence matrix and a draft findings panel with linked quotations. Keep contradictory findings and unanswered questions visible. Allow reviewers to inspect the original context before accepting an interpretation. Open with brief and sources; move into sales introduction relevance brief for the detailed task; finish in review and delivery for review and handoff. Show the source record, uncertainty and approval status beside each proposed output.
Accounts and administration
Source provenance, participant consent where applicable, research questions, coding definitions, reviewer disagreements, citations and versioned conclusions. Include organization-scoped access, named project owners, review queues, usage limits, export history and retention settings. Never reuse private customer material for other accounts without permission.
Integrations and data access
Approved sales collateral, CRM records and product or pricing information. Permitted research libraries, interview recording imports, citation exports and document editors. Preserve original source metadata throughout the workflow. Begin with uploads and exports of permitted company facts and referral context. Any named system or connector is a candidate requiring current access and compatibility checks; no live connection is included by default.
How we build it
We build with our own AI software development factory, so most implementations take days to a few weeks of creation time, not months. You see working software at every step, and exact timing depends on availability.
- 1
Scoping call
Day 1Thirty minutes on your process, your data and how you want to run it: for your own team, or for your clients. You get a fixed scope and price for the MVP.
- 2
MVP
4 daysOne buyer segment, one recurring use case; first modules: map stated business needs; link relevant experience. Manual review in the loop. Built by our AI software factory.
- 3
Paid pilot
5 daysAccounts, roles, review states, audit trail and the first integration, hardened for two to three paying pilot customers.
- 4
Full product
9 daysSelf-serve onboarding, billing, monitoring and the wider integration set.
- 5
Run and improve
MonthlyWe host, monitor and improve it for a fixed monthly fee, or hand it over to your team. How the retainer works.
Why we start with an MVP
An MVP, or minimum viable product, is the smallest version that your users can actually work with. It is not a cheap version of the full solution. It is a test, built to answer the questions that decide whether the rest is worth building.
- Pick the riskiest assumption. Here: will professional services business developers use it to solve "introductions lack a documented reason for relevance"?
- Build only what tests it. One team, one use case, a few core modules. People do the rest by hand for now.
- Run a paid pilot. Agree the acceptance criteria, input limits and reviewer responsibilities before starting.
- Measure, then decide. Track unsupported relevance assumptions; reviewer correction minutes; buyer acceptance and repeat purchase. Then expand, change course or stop, with evidence instead of opinions.
MVP scope for this solution. Costed pilot: One organization, one defined input format and one representative pilot batch using permitted company facts and referral context. Professional judgment, physical inspections, live external actions and production certification remain outside this prototype. Start with one buyer organization and a bounded set of representative inputs. Implement the first two modules: map stated business needs; link relevant experience. Support the third task through an assisted review queue: draft introducer questions. Handle the remaining required functions manually until validated. Include input upload, source references, user correction, a reviewer approval step and export of reviewed introduction brief. Authentication, account isolation, deletion controls and basic operational logging are included. Specialized production certification, live write integrations and broader rollout are not included unless explicitly stated.
After the MVP. After paying customers repeatedly accept reviewed introduction brief, automate link proposed outputs to original source records; capture reviewer corrections and approval; export a versioned reviewed introduction brief. Add one tested read integration, reusable customer configuration and scheduled repeat delivery. Increase supported formats or teams only when evaluation cases and reviewer capacity cover the new scope. One organization, one defined input format and one representative pilot batch using permitted company facts and referral context. Professional judgment, physical inspections, live external actions and production certification remain outside this prototype.
What the build depends on. A clear research protocol, source access, citation tracking and qualified interpretation. Interview work also needs relevant participants and consent management. Obtain representative authorized inputs, an agreed review rubric and a buyer-side owner. Specific scope: One organization, one defined input format and one representative pilot batch using permitted company facts and referral context. Professional judgment, physical inspections, live external actions and production certification remain outside this prototype.
Investment
A planning range to start the conversation, not a quote. You pay per phase, so you can stop after the MVP.
- Phase 1
MVP
One buyer segment, one recurring use case; first modules: map stated business needs; link relevant experience. Manual review in the loop.
- Phase 2
Paid pilot
Accounts, roles, review states, audit trail and the first integration, hardened for two to three paying pilot customers.
- Phase 3
Full product
Self-serve onboarding, billing, monitoring and the wider integration set.
Indicative total, MVP to full product$42,500about 4 weeks of creation time · start with the MVP from $12,500
Running costs per month
A rough indication of monthly hosting and AI model costs once it is live, not tested. Real costs depend on usage, file sizes and the models chosen.
| Stage | Hosting and infrastructure | AI usage | Total per month |
|---|---|---|---|
| MVP and paid pilotabout 3 customers | $30–$60 | $80–$160 | $110–$220 |
| Full productabout 50 customers | $110–$210 | $880–$1,750 | $990–$1,960 |
Run it or resell it
For your own team
Professional services business developers run it inside the business: permitted company facts and referral context in, reviewed introduction brief out, reviewed by your people.
As part of your offer
Agencies, consultancies and software companies can offer it to their own clients under their brand. We build and maintain it; you sell and deliver it.
Your brand, or this one
Run it under your own brand, or start from this concept style.
- primary
#912753 - accent
#54c9ae - surface
#f1e4ea - ink
#22201e
- Headings
- Archivo
- Text
- Lora
- Voice
- Direct, upbeat, outcome-focused
Selling it to your own clients: the go-to-market playbook
Pricing to test
Test USD 750-3,000 for one tightly bounded research question and evidence pack. Participant recruitment, specialist review and licensed data are separately scoped. Repeat tracking can become a retainer. Prices are hypotheses. For this buyer, package the first sale around prepare a sample reviewed introduction brief from a small authorized set of permitted company facts and referral context and the defined reviewed introduction brief. Record actual review effort before offering a recurring allowance. The commercial pilot fee is distinct from the platform development budget.
Message to test
Evidence before requesting an introduction. Demonstrate the result with prepare a sample reviewed introduction brief from a small authorized set of permitted company facts and referral context for professional services business developers. Use a concrete before-and-after example without promising unmeasured savings.
Where to find buyers
Revenue operations communities and sales enablement partners
Lead magnet
Prepare a sample reviewed introduction brief from a small authorized set of permitted company facts and referral context
The first 30 days
- Week 1: interview five prospective buyers from professional services business developers and inspect how they handle introductions lack a documented reason for relevance.
- Week 2: prepare prepare a sample reviewed introduction brief from a small authorized set of permitted company facts and referral context using authorized or synthetic material.
- Week 3: share the demonstration through revenue operations communities and sales enablement partners and seek one bounded paid pilot.
- Week 4: measure unsupported relevance assumptions; reviewer correction minutes; buyer acceptance and repeat purchase, review delivery effort and ask for a repeat purchase. This is a validation schedule, not a promise that the full product can be built in thirty days.
Paid pilot
Agree the acceptance criteria, input limits and reviewer responsibilities before starting. Run prepare a sample reviewed introduction brief from a small authorized set of permitted company facts and referral context and deliver reviewed introduction brief. Compare unsupported relevance assumptions; reviewer correction minutes; buyer acceptance and repeat purchase with the buyer's current process on comparable cases; include corrections, missed issues and reviewer time. Seek payment and repeat use. Stop or revise the scope if data access, accuracy or unit economics fail.
Success metrics
Unsupported relevance assumptions; reviewer correction minutes; buyer acceptance and repeat purchase
Retention and expansion
Build repeat use around reviewed introduction brief. Save approved configurations and review decisions with permission, revisit unresolved exceptions and show progress on unsupported relevance assumptions; reviewer correction minutes; buyer acceptance and repeat purchase. Offer a recurring volume allowance after repeat demand; expand to adjacent tasks only when the buyer asks and delivery quality remains acceptable.
Why clients would pick it
Niche research protocols, credible researcher relationships and a rights-cleared evidence archive with consistent interpretation methods. For this concept, accumulate permissioned examples and reviewer corrections around evidence before requesting an introduction. The durable asset is reliable task-specific execution and trusted customer configuration, not access to a general-purpose AI model.
Alternatives and positioning
Research consultants, internal analysts, literature databases and general search or summarization tools. Position this concept around evidence before requesting an introduction. Compare it against the customer's current process on the same representative task. This is proposed differentiation; no exhaustive competitor study or uniqueness claim has been established.
Main delivery costs
Researcher time, source access, participant recruitment, transcription, evidence coding, expert review and report revisions. Initial validation additionally budgets for representative sample preparation, interviews with professional services business developers, and buyer-side review of reviewed introduction brief. Track model usage, storage, reviewer minutes, exception handling and customer support per accepted deliverable.
Safeguards
Keep product capabilities and commercial terms verified. Use authorized customer records and require review before outreach, promises or pricing exceptions. One organization, one defined input format and one representative pilot batch using permitted company facts and referral context. Professional judgment, physical inspections, live external actions and production certification remain outside this prototype. Require appropriate access and publication approval. Preserve source material, label AI drafts and make corrections traceable. Measure false positives and missed cases alongside speed.