A sales intake scan is a structured set of questions that prospects complete before your first substantive conversation. Unlike ad-hoc discovery, a sales intake scan gathers consistent information across every prospect, making qualification and comparison straightforward. Talkpoint's sales intake scan generates category scores showing where prospects are strong or need support, plus AI-generated talking points tailored to their specific responses. You start every conversation with shared context—both parties see the same insights.
How it works
From scan to conversation in three simple steps
Configure your scan
Choose questions that map to your sales process. Organise by category—budget, timeline, technical needs, decision process.
Share with prospects
Send via email, embed on landing pages, or trigger through your CRM automation.
Prepare from insights
Review category scores and AI talking points. Export a PDF or share the live dashboard.
What you get
Everything you need to start better sales conversations
Category scoring
See prospect readiness across dimensions like budget, timeline, technical fit, and stakeholder alignment.
AI talking points
Conversation starters generated from their specific responses, not generic templates.
Visual summaries
Radar charts and bar graphs make it easy to spot strengths and gaps at a glance.
Branded exports
Share professional PDF reports with prospects or internal stakeholders.
Response dashboard
Track all scan completions in one place. Compare prospects and identify patterns.
Website embedding
Add the scan to your site with an iframe. Capture leads without them leaving your pages.
When to use this
Common scenarios where this approach adds value
Before discovery calls
Send the scan when a meeting is booked. Review results before you connect.
On landing pages
Embed the scan as a lead capture tool. Qualify visitors before they reach your inbox.
For inbound requests
Auto-send the scan when someone requests a demo. Qualify while they're still interested.
With referrals
When partners send leads, the scan ensures you have context before the introduction call.
Example talking points
AI-generated conversation starters based on scan responses
- 1Your responses show strong technical readiness but some budget uncertainty. Let's discuss ROI to help with internal approval.
- 2You mentioned three other stakeholders. Should we schedule a joint call or would separate conversations work better?
- 3Timeline is Q2—that's achievable if we start the technical review this month. Shall I outline the milestones?
- 4You're currently using a manual process. I can show you exactly how much time you'd save based on the volumes you shared.