Perform pre-sales activities
How perform pre-sales activities are reshaped as AGI capability advances.
The bottom line
Roughly 85% of the work in Perform pre-sales activities is information-shaped — already within reach of AI delivery. The question here is not whether it shifts, but which tasks go first and who staffs the residual.
Why: With no seeded occupations, the scalar is derived from the lens 'Develop and manage sales plans' and the process description. The activities—drafting agreements, preparing proposals, outlining scope, and proposing timelines—are entirely information transformation and knowledge work, placing this securely in the digital band.
grounded in the economy graph · digital scalar 0.85 · digital
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How the work flows
Trigger: A qualified lead expresses interest, requests a quote, or issues a formal request for proposal.
- Qualify the sales opportunity and assess bid feasibility
- Define the specific nature and scope of the work
- Estimate required resources, timelines, and costs
- Determine pricing and draft commercial terms
- Prepare the formal proposal and draft agreements
- Deliver the pitch to the prospective customer
- Negotiate final terms and conditions prior to closing
Outcome: A formal proposal containing scope, timelines, pricing, and agreement terms is presented and negotiated with the prospect.