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B2B Needs Discovery

Find the business change behind a surface-level request

Turn a demo, feature, proposal, or dashboard request into a verified operating condition, consequence, desired result, and customer decision criteria.

What the Agent prepares

  • Verified need statement
  • Current condition, consequence, and desired result
  • Decision criteria, unknowns, and validation questions

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Turn deal signals into a reviewable sales decision

Turn a demo, feature, proposal, or dashboard request into a verified operating condition, consequence, desired result, and customer decision criteria.

The Agent separates customer evidence, seller interpretation, assumptions, contradictions, and unknowns before recommending a next action.

Use it for

Discovery preparation

Identify the facts needed before recommending a solution.

Need diagnosis

Connect a current workflow to its measurable business consequence.

Decision criteria

Clarify how the customer will compare and accept options.

Example task

Discover the need behind this feature request

What the Agent prepares

  • Verified need statement
  • Current condition, consequence, and desired result
  • Decision criteria, unknowns, and validation questions

How it works

01

Frame the decision

Define the customer decision, scope, participants, timing, and seller constraint.

02

Audit the evidence

Apply the Skill method to observed actions, records, direct statements, and missing proof.

03

Commit the next check

Return a bounded recommendation, owner, review date, and evidence that would change it.

Ethical B2B sales analysis with explicit limits

  • The Agent does not invent customer authority, need, budget, timing, intent, evidence, or commercial outcomes.
  • It does not recommend bribery, deception, confidential-data extraction, unfair procurement influence, or unsupported guarantees.
  • A human approves customer communication, pricing, commitments, resource allocation, contracts, and final commercial decisions.

Frequently asked questions

What should I provide?

Share the decision, customer context, dated actions or records, direct statements, constraints, owners, and known evidence gaps.

Can it work with incomplete deal data?

Yes. It marks unsupported customer facts as unknown and identifies the smallest ethical verification action.

Will it contact the customer or commit resources?

No. It prepares a decision record and next-step proposal for human review and execution.

Ready to put this Agent to work?

Choose an example or describe your own task to get a structured result.

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Failed or incomplete first runs are refunded