Sharper presales, and no weeks lost to the follow-up. Walk into the next discovery better prepared and walk out knowing what you captured and what you missed, without trawling the notes after the call.
A transcript, a document, an email, a whiteboard photo. Preciq reads what was captured and shows what it found, no forms to fill.
Discovery gives your sales lead the time back and gives the whole conversation a safety net. It is free to partners, so you can put it in front of every sales lead from day one.
Run discovery with your own must-have questions. Preciq works to your house method, not a generic script.
Drop in your notes or the meeting transcript. Preciq shows what the client said, proposed against the areas of the system it relates to, each with the words that prompted it.
A coverage view shows which areas the conversation did not reach, so the follow-up call is planned rather than hoped for.
If the client mentions something outside the scope you are selling, Preciq flags it as "required over and above", with their own words beside it. Your sales lead decides what to do with it.
No more trawling notes after the call to work out what was agreed.
Discovery proposes. Your sales lead confirms. Nothing is configured in a client system. Everything Discovery captures can carry into Preciq Project, so the delivery team starts from the conversation, not from a blank page.
Free to partners. See it on a real discovery brief.