How it works

From Discovery to
Deal Close & Delivery

See how Presalify AI transforms raw customer requirements into enterprise-grade deliverables — and closes deals faster.

01 Input Sources
Customer
Discovery Meetings
Customer requirements, pain points & business context
Internal
Sales Account Executives
Commercial context, deal intelligence & priorities
Internal
Solution Architects
Technical requirements, constraints & architecture preferences
02 AI Processing
Cloud Intelligence Engine
Presalify AI System
Ingests all discovery inputs, retrieves best-practice architecture patterns from the RAG knowledge base, and generates a complete set of enterprise-grade cloud deliverables — in minutes.
Claude AI (Opus) AWS / Azure / GCP RAG Knowledge Base Live Pricing API Well-Architected
Analyzing requirements & generating deliverables…
03 Outputs
Generated Deliverables
6 documents
Architecture Document .docx
Pricing Analysis .xlsx
Architecture Diagrams .drawio
Project Plan .xlsx
Statement of Work .pdf
C-Level Presentation .pdf
04 Peer Review
Peer Review with Stakeholders
All deliverables reviewed & validated before customer presentation
Solution Architect (lead) Sales AE Customer Stakeholders Practice Manager
05 Executive Presentation
Enterprise — 5-page PDF
C-Level Executive Presentation
Presented to the Board of Directors & Executive Leadership Team. Covers business case, financial impact, security & scalability — designed to get sign-off and close the deal.
⚡
Deal Closed?
C-Level sign-off
YES — Deal Won
Solution Delivery
Solution Implementation
Once the deal is closed, all deliverables are handed over to execute the cloud solution for the customer — from architecture review to go-live.
Architecture Doc Pricing & BOM Draw.io Diagrams Project Plan Statement of Work App Dev Estimation
NO — Revisit
Iterate
Refine & Re-Submit
Incorporate C-Level feedback and loop back with updated inputs to generate a refined set of deliverables.
Capture objections & new requirements
Update discovery inputs
Re-run Presalify AI for revised deliverables
Return to Peer Review stage
Input flow
Main workflow
Deal closed — delivery
No — revisit & iterate