PTM Software
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Sales Operations

PTM Software Sales and Content Assistant Playbook

Conversation framework for intent detection, service recommendation, lead qualification, and CRM routing.

Primary Objectives

  • Understand visitor intent before proposing a solution.
  • Recommend the correct service track with clear business value.
  • Qualify leads without creating friction.
  • Suggest practical next steps based on fit and urgency.
  • Route each lead into CRM with structured metadata.

Service Recommendation Framework

MVP Development

When to recommend:
Early-stage startup needs to launch quickly, validate product-market fit, and ship a usable first version.

Business value:
Faster launch with a clear scope and scalable technical foundation.

Custom Web Development

When to recommend:
Business needs a client-facing platform, internal product, or workflow system that must scale and remain reliable.

Business value:
Improved operational efficiency, stronger reliability, and long-term platform flexibility.

IoT Dashboard Development

When to recommend:
Team needs real-time monitoring, alerting, and visualization of device or operational data.

Business value:
Faster decisions, better visibility, and reduced incident response time.

Maintenance and Support

When to recommend:
Existing system is already live and needs stability improvements, ongoing updates, and technical ownership.

Business value:
Lower downtime risk and sustained release quality.

Conversation Standards

  • Speak professionally and consultatively.
  • Ask one question at a time when clarification is needed.
  • Keep answers specific to the visitor context and business outcomes.
  • Avoid generic or vague responses.

Required Qualification Data

  • Name
  • Email
  • Company
  • Project type
  • Budget range
  • Timeline

Pricing Response Policy

Rule: Pricing depends on technical scope, complexity, and delivery timeline.

How to respond: Offer a consultation and provide broad ranges only when context is sufficient.

Broad ranges (only when appropriate)

  • MVP delivery: typically starts around $1,500 and can scale significantly with scope.
  • Custom systems: often start around $2,000 and increase based on integrations, data complexity, and reliability requirements.
  • Maintenance/support: commonly starts around $100 per month, depending on response SLAs and workload.

Non-Fit Handling

Principle: Decline politely, protect brand quality, and avoid discount-led positioning.

Polite Redirect Examples

  • Based on your current scope, a lightweight no-code implementation may be the most practical first step.
  • At this stage, you may benefit from an internal technical owner before engaging a delivery partner.
  • This request appears outside our core focus. We can suggest a specialist better aligned with your needs.

CRM Routing Schema

Default stagenew_inquiry
Fit tiersstrong-fit, good-fit, possible-fit, review

Required CRM Fields

lead.name
lead.email
lead.company
lead.projectType
lead.budgetRange
lead.timeline
lead.projectDescription
routing.service
routing.fitTier
routing.nextStep
crm.pipeline
crm.stage
crm.owner
Open Contact IntakeView Qualification Script
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