The Problem
MDR, MSSP, and GRC firms lose discovery call time on questions that should never reach a human.
Prospects land on a pricing page, see three tiers with feature lists, and either pick wrong or bounce. Sales reps spend the first 20 minutes of every call re-qualifying what a widget could have resolved in 60 seconds.
The result: bloated pipelines, mismatched expectations, and wasted AE time on deals that never close.
The Solution
A multi-step intake questionnaire that scores user inputs against service tier thresholds and returns the best-matched plan with a reasoning breakdown and a dynamic CTA.
The logic is simple:
- Ask 3-5 usage or need-based questions (team size, compliance requirements, response SLA expectations)
- Assign weighted scores to each answer
- Map cumulative score to the closest plan threshold
- Return the recommendation with a plain-language explanation of why that tier fits
- Update the CTA to match (Book a Call vs Start Free Trial vs Contact Enterprise)
Use Cases
MDR/SOC firms: Pre-qualify prospects by SOC coverage needs, alert volume, and response SLA expectations before they book a demo. Route SMB prospects to self-serve tiers and enterprise prospects directly to sales.
GRC/Compliance firms: Qualify by framework (SOC 2, ISO 27001, HIPAA), org size, and audit timeline. Surface which compliance package fits before the first touch.
MSSP onboarding: Replace the intake form with a scored recommender that maps client profile to the right service tier on day one.
Impact
- Reduces pre-sales qualification time per prospect
- Decreases wrong-tier signups and early churn from plan mismatch
- Surfaces buying intent signals (which questions prospects answer and how) before the discovery call
- Increases conversion on pricing pages by replacing passive feature lists with an active decision tool
Built by Kunsh Tanwar | ETXcyberops | [email protected]