A sales intake tool transforms how you prepare for prospect conversations. Instead of guessing what matters to your leads, you gather structured insights before the first call. Talkpoint lets you create branded scans that prospects complete in minutes. Each response generates category scores showing strengths and gaps, plus AI-generated talking points tailored to their answers. You start every conversation with shared context—both you and your prospect see the same insights, creating immediate alignment and trust. The best sales intake tools go beyond simple forms. They capture nuanced information about budget, timeline, decision-making processes, and technical requirements. This structured approach eliminates the guesswork from discovery calls and helps you focus on solutions rather than fact-finding. When prospects complete a sales intake scan before your meeting, you both arrive prepared. They've already articulated their needs, and you've reviewed their responses to craft relevant talking points.
How it works
From scan to conversation in three simple steps
Create your scan
Define questions organised by category. Add your branding for a professional look that matches your company.
Share with prospects
Send a link or embed on your website. Prospects complete the scan in minutes before your call.
Review and prepare
See category scores and AI-generated talking points. Export a branded PDF or share the dashboard directly.
What you get
Everything you need to start better sales conversations
Category-based scoring
Visual charts show where prospects score high or low across each topic area you define.
AI-generated talking points
Conversation starters based on their specific responses, not generic templates.
Branded PDF reports
Export professional summaries to share with prospects or your team before meetings.
Results dashboard
Track all responses in one place. Compare prospects and identify patterns across your pipeline.
Embeddable forms
Add scans to your website with an iframe. Capture responses without prospects leaving your site.
Score visualisation
Radar charts, bar charts, and progress indicators make insights immediately clear.
When to use this
Common scenarios where this approach adds value
Before discovery calls
Capture needs and priorities before you meet. Spend call time on solutions, not basic questions.
For inbound leads
Qualify website visitors automatically. Know which leads are ready for sales before you reach out.
During proposal preparation
Gather detailed requirements to build proposals that address specific pain points.
For complex buying groups
Send scans to multiple stakeholders. Compare responses to understand alignment across the organisation.
Example talking points
AI-generated conversation starters based on scan responses
- 1You mentioned budget approval takes 6+ weeks—let's discuss how we can start with a pilot to build internal momentum.
- 2Your team scored high on technical readiness but lower on change management. We should explore training options early.
- 3Three stakeholders flagged integration complexity as a concern. I can walk through our implementation approach.
- 4You're currently managing this manually. Let me show you how automation would save roughly 8 hours per week based on your volumes.