Sales
On demand
Solution Fit Assessor Agent
Match needs to proven solutions.
Compare a customer's requirements with what your product or service can actually do.
Check which of these buyer requirements our current product can meet.
- Read the request and supporting information
What it does
Separate what you can deliver from what needs discussion.
Compare a customer's requirements with what your product or service can actually do. Built for solutions consultants.
Read the requirements
Provide the customer's requirements and current product or service information. Release notes and verified implementation examples can clarify what is possible.
Distinguish fit from gaps
Match each need to an available capability and flag gaps or conditions to discuss.
Prepare a fit review
Get a fit summary and clear questions to resolve before making a proposal.
How it works
Compare a customer's requirements with what your product or service can actually do. Built for solutions consultants.
- Approved documents and context
- Keep shipped capability, workaround, hard gap and unknown as distinct statuses. Never promote an investigation or roadmap item into a delivery commitment. Links to the original information and the date it was checked Optional: current release notes, technical reference pages and known limitations, to verify the exact capability and version. Optional: approved implementation examples and documented workarounds, to explain practical options and their trade-offs.
- Separate fit from gaps
- Compare each requirement with current capabilities and conditions, making the limits of the proposed solution clear.
- Resolve scope questions earlier
- Use focused questions to address missing capabilities and uncertain requirements before promising features or agreeing scope.
- Salesforce · Read buyer requirements and deal scope (read)
- Preserve the buyer’s actual acceptance needs.
- Confluence · Read approved capability documentation (read)
- Use current supported behavior.
- Jira · Read verified limitations and dependency status (read)
- Keep roadmap items separate from shipped capability.
- Human review and permissions
- Solutions consultants review the requirements comparison and any unanswered questions. Check that the information is still current before sending a message or changing a record.
01Gather the context
Bring together the relevant information from Salesforce, Confluence, Jira.
02Check what matters
Match each need to an available capability and flag gaps or conditions to discuss.
03Prepare the result
Each customer requirement matched to a current capability, gap or condition. What is ready to use and what still needs checking before taking action.
04Review proposed changes
Solutions consultants review the requirements comparison and any unanswered questions. Check that the information is still current before sending a message or changing a record.
Integrations
CRM
Salesforce
HubSpot
Knowledge
Confluence
Notion
Projects & tasks
Jira
Asana
ClickUp
Choose the platforms your team already uses—you don’t need every example shown. Confirm the required features and configure access during implementation.
What you get
Establish what you can deliver before writing a proposal or making commitments to the customer.
- Separate fit from gaps
- Compare each requirement with current capabilities and conditions, making the limits of the proposed solution clear.
- Resolve scope questions earlier
- Use focused questions to address missing capabilities and uncertain requirements before promising features or agreeing scope.
More for sales teams
Meeting Prep & Follow-up
Prepare for a sales meeting, then turn the notes into a follow-up email and suggested CRM updates.
Account Research
Turn company information and sales notes into a short brief before contacting an account.
Inbound Lead Qualification
Review new enquiries against your ideal customer criteria and suggest the next step.
Start with a blueprint. Build it around your business.
We’ll adapt it to your workflows, connect your systems and build an agent your team can put to work.
30 minutes. One bottleneck. Leave with a clear system concept.