Presales Qualification Framework
Every incoming request must be qualified before solution design.
The 4 Core Questions
Presales engineers must always ask:
- Which channel?
- Which data source?
- What decision logic?
- What automation depth?
Deal Classification
| Level | Description |
|---|---|
| Level 1 | MonoChat-like standard setup |
| Level 2 | Configuration + integrations |
| Level 3 | Custom AI orchestration |
| Level 4 | R&D / Venture Studio scope |
Presales Golden Rule
If you cannot explain the logic on a whiteboard,
the scope is not ready.