Presales method and app
A presales method, and the app that runs it every day.
Apex reads what the buyer sent you and finds what your company offers that is relevant to this deal, with the evidence. Then one method takes the deal through seven stages, from first call to next step.
Deal readiness
What you offer that matters to this deal.
Drop the buyer's RFP, emails and call notes on a deal. Apex finds each requirement and pain they raised and checks it against your own sources.
- Each one marked met, partial or gap, with the quote that shows it
- A person confirms each match before it counts
- Each gap is one click from a discovery question, a parked objection or a question for your product team
- A one-page brief for the meeting
Meeting brief
Northwind Example · discovery call
Prepared by Fieldline Example, a field-service software company, from the RFP, 6 emails and 2 sets of call notes
- Schedule jobs across 40 depotsMet
“Customers run up to 120 depots from one schedule.”
Product guide, p. 12
- Work orders from their ERP systemPartial
“ERP work orders import nightly. Live sync is not available yet.”
Integration overview
- Technicians work without signalGap
Ask: Which crews work without signal, and for how long?
Parked objection: “Our technicians won’t use another app.”
For bids
Thousands of requirements, answered with evidence.
Upload the RFP, including password-protected files. Apex matches each requirement to your sources and drafts a response in your buyer's wording. Sources that disagree are shown side by side for a person to settle.
Why both
A method fades. An app alone is empty.
The method
Written, taught and tested. Everyone learns the same moves: qualify hard, capture the buyer's own words, tell one story, ask for one next step.
The app
Each deal moves through seven stages. At each one the app asks for the work, checks it against the method and keeps the evidence.
Together
Training becomes habit because the next step is always in front of the person running the deal.
One path for every deal
Seven stages, from first call to next step.
Qualify
Three yes answers out of four open the full method. Two get a lighter path. Fewer, and discovery comes before any demo.
Understand
The account, who is in the room, and what they say against what you know.
Build
One Controlling Idea. Three acts. Two Story Demos checked against the method.
Rehearse
AE and SE align in fifteen minutes, then run the dry run.
Deliver
A live timer, ten seconds of silence after the Invite, signals logged by act.
Follow up
Debrief, Arc Diagnostic, and a 24-hour email in the buyer's words.
Advance
Second demo, proof of concept, and recovery for stalled deals.
Read the method
The methodWhat you get each day
Real work product, not reminders.
Story Demo scripts that follow the rules
Five beats: Hook, Break, Show, Land, Invite. The app checks that the headline is six words or fewer, the Show runs five minutes or less, the Invite is an open question, and no competitor is named unless the buyer named one first.
Support in the room
Live mode times the Show and counts ten seconds of silence after the Invite. Buyer signals are logged by act, so the debrief starts from what happened.
Built for three roles
Everyone sees what they need. Nothing more.
Presales
Learn the method, work deals through the seven stages, get a brief for each meeting and drafted bid responses.
Supervisor
See the team, approve scripts and responses, and coach from real signals and diagnostics.
Administrator
Set up sign-in, sources, AI models, rules and privacy. Self-service, with no live onboarding needed.
For your IT and security team
Set up by your admin. Safe for your data.
Single sign-on
Okta, Microsoft Entra ID, Google, and any SAML or OpenID Connect provider. Your groups set people's roles.
Your AI models
Use ours or connect your own. Each model is tested on your task types before it runs.
Your data stays yours
Each customer is kept apart. We do not train models on your data. A register lists what we keep and why.
Your sources
HubSpot, Salesforce, SharePoint, Google Drive, Dropbox, your websites, G2 and ZoomInfo. Read-only.
Learn the method first. Modules 1 and 2 are free.
By the end of module 2 you can run the qualification gate on a real deal. Modules 3 to 8 and certification are $395, and come with every app seat and the 14-day team trial.