Automated Proposal Generator: how we easily assess ideal customer profiles.

Overview

Ideal customer profiles (ICPs) help determine mutual fit. The Automated Proposal Generator (APG) runs an automatic ICP assessment so teams get an early read on needs, context, and alignment. Discovery can start with shared understanding instead of a blank page.

Problem

First meetings often turn into basic qualification. Pantegral is customizable, but not one size fits all. When fit is unclear, expectations drift and time gets wasted on both sides.

Solution

The APG includes an ICP assessor that reviews intake responses and produces a short summary of fit with matched ICPs and a brief rationale, a score and letter rating for confidence, key reasons for fit or misfit, and a few follow‑up questions to clarify before a deep dive. Our team skims the summary before the first meeting and uses the time for high‑value discussion.

Outcome

With early fit clarity, we start aligned, move faster, and reduce rework. Clients get a clear yes, a qualified maybe with next steps, or a thoughtful no with alternatives.

Curious if ICP assessment would streamline your qualification process? Share a few goals and we can walk through a brief demo.