Frank's pre-sales solution Skills toolkit - 90 pre-sales skills covering 8 dimensions, with comprehensive To G, To B, and AI coverage, open source and shared
A Chinese-language workflow for turning raw customer notes, emails or chat messages into a structured list of project requirements. It separates business, feature, technical and non-functional needs, and marks their priority and dependencies.
A Chinese-language checklist for checking a government or business bid document before submission. It reviews spelling, required responses, technical details, calculations, signatures, seals, and dates.
A Chinese-language aid for turning an AI or digital-project proposal into a presentation outline with slide titles, key points, visual suggestions, and speaking notes.
A Chinese-language aid for researching named competitors and comparing them with your own product or proposal across areas such as functions, technology, price, service, and compliance.
A Chinese-language aid for drafting the structure and initial content of a project-start or feasibility report from basic project, budget, and industry information.
A Chinese-language writing aid for rewriting proposal text into more original wording while keeping key facts, technical details, laws, and named terms unchanged.
A Chinese-language tool for creating technical and business architecture diagrams for AI and digital projects. It produces Mermaid or PlantUML code, which are text formats that can be rendered as diagrams.
A Chinese-language tool for estimating the cost and price range of an AI project. It combines estimated work, staff costs, purchased hardware and software, services, risk, overhead, and profit.
A Chinese-language tool for screening and ranking business or government sales leads. It evaluates a lead using information about budget, decision-makers, needs, timing, and other sales factors.
A Chinese-language customer-research template for building a profile of a government or business customer. It covers the organization, business, IT systems, decision-makers, strategy, suppliers, preferences, and information sources.
A Chinese-language tool for preparing and organizing customer requirements interviews. SPIN is a questioning method covering the current situation, problems, effects, and desired benefits.
A Chinese-language tool for turning a customer's unstructured requests into organized functional, technical, and delivery lists. It also connects each item back to its original request.
A Chinese-language tool for designing a project's business, application, technical, data, and security structure. It uses requirements, the customer's current IT environment, and technical limits as its starting information.
A Chinese-language tool for calculating project costs across hardware, software, people, services, and other items. It uses the proposed design, estimated work, and unit-price data.
A review tool for checking a sales proposal before it is sent to a customer. It examines whether the proposal covers the requirements, makes sense, can be implemented, is commercially reasonable, follows rules, and compares well with competitors.
A Chinese-language guide for preparing internal project-review presentations. It organizes the proposal, technical and business details, risks, resources, and likely questions into presentation materials.
A presales proposal revision tool that turns customer feedback into tracked changes. It classifies requests, assesses their impact, records revisions, and produces an updated proposal with a comparison document.
A handover process for passing a sales project's promises, requirements and risks from the pre-sales team to the delivery team after a contract is won.
A post-project review tool for sales and presales work. It examines the path from lead to result across the proposal, price, relationships, and competitors, then creates a Chinese review report.
A Chinese-language workflow for tracking sales projects from the first lead through a possible deal or loss. It records customers, stages, amounts, owners, next actions, risks and expected closing dates.
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