Self-service
Buyers explore solutions, complete assessments and use calculators independently, with useful results and a clear next step.
Help buyers understand their needs, explore relevant solutions and build a clear case for change. Connect interactive tools through self-service, AI-assisted or hybrid buyer journeys.
Many businesses struggle to articulate the tangible financial and business impact of their solution, making it hard to justify investments and convince budget-conscious decision-makers.
Turn your expertise into interactive assessments that identify gaps, provide personalised recommendations and give sales useful context. Use AI assistance to develop a draft, then tailor the questions, scoring and reports to your framework.
Help buyers use their own inputs to estimate potential savings, productivity value, return on investment or total cost of ownership. Make assumptions clear and give them an output they can discuss with their team.
Capture the buyer’s requirements and guide them towards a relevant product, service or bundle. Explain why it fits and carry the discovery context into the sales conversation.
Bring your products, services and buying tools together. Help customers explore, compare and configure options independently, with AI guidance or specialist support where useful.
Bring customer requirements, alternatives, financial analysis and assumptions into a personalised business case. Give buying groups a clear explanation they can review and share.
Turn requirements into visual solution diagrams that customers and technical teams can review together. Scope the components, rules and outputs around your portfolio.
Help buyers and sales configure products, apply approved pricing rules and generate a clear estimate or quote. Connect the workflow to approvals, proposals and statements of work.
Use the same tools through self-service, with AI guidance or alongside your team.
Buyers explore solutions, complete assessments and use calculators independently, with useful results and a clear next step.
AI helps buyers explain their needs, understand questions and explore options or results using your approved content and tools.
Combine digital exploration and AI guidance with sales or technical expertise. Carry the buyer’s requirements and questions into the conversation.

A self-service assessment, personalised reports and Salesforce integration supporting sales follow-up.
Read case study →
A guided SD-WAN recommendation journey that gives sales a clear rationale for the suggested approach.
Read case study →
A cloud pricing calculator connected to a sales quotation and approval workflow.
Read case study →Yes. We can turn questionnaires, maturity frameworks, Excel calculators, pricing models and manual workflows into interactive applications. If the material is incomplete, we can work with your subject experts to develop it. This includes defining the questions, calculations, scoring, recommendations, reports and user experience.
Yes. An assessment can identify gaps, a recommender can suggest relevant solutions, and an ROI or business-case tool can help buyers evaluate the investment. Pricing, proposals and statements of work can support the commercial stages. We design which tools belong together and what information should carry between them, so buyers do not repeatedly enter the same details.
Yes. Buyers can explore through self-service tools, receive AI assistance when they need explanations, or involve a sales or technical specialist. A hybrid journey can pass the relevant requirements, responses, results and open questions into that conversation, with appropriate consent.
We can tailor the framework, questions, branching, calculations, recommendations, design and reports. This can include short and detailed assessments, combined assessment and ROI experiences, multi-product recommendations, different currencies and approval workflows. We can customise an existing application or develop a bespoke solution around your requirements.
We agree the underlying model with your subject experts, including its inputs, formulas, weightings, assumptions and decision rules. We test agreed scenarios and edge cases, then review the outputs before launch. Benchmarks and supporting data need an agreed source, and changes to the model should follow an agreed review process.
AI can help develop initial content and application drafts. Within the customer experience, it can clarify questions, explain results and help buyers explore relevant information. Scoring, financial calculations, product eligibility and pricing remain governed by the approved model and rules. The role of AI, its information sources and when it should hand over to a person are defined for the application.
Customers can receive a personalised result, recommendations, comparison or downloadable report. Sales teams can receive a different view containing the agreed contact details, responses, scores, priorities and recommended follow-up. The outputs are designed around what each audience needs, rather than giving everyone the same report.
Yes. We can create versions for different products, industries, audiences, languages, currencies and partner brands. These can share an underlying framework while using different content, questions or recommendations where needed. We agree what remains consistent and what local or product teams can change.
Depending on the application, deployment can include embedding it within your website, publishing on a dedicated domain or subdomain, or a bespoke deployment in your environment. Connections to CRM, marketing automation, sales enablement and other systems are scoped through suitable APIs, webhooks or supported connectors. Your technical and privacy teams help define access, consent, data handling and security requirements.
We can support requirements definition, framework development, content, UX and UI, design, development, testing, deployment and integration. Where administration features are included, your team can manage agreed content, settings or variants. We can provide assisted updates, maintenance and further development, using engagement data, completion rates, genuine enquiries and sales feedback to prioritise improvements.
From a single calculator to a connected buyer journey, shaped around your business.
Discuss your project →