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Concierge

Your calendar says “demo booked.” A conversation tells you what they actually need.

Perspective replaces your pre-call questionnaire with an AI conversation that captures pain points, current stack, urgency, and buying signals — so your rep walks in with a tailored pitch, not 20 minutes of generic discovery.

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Your calendar says “demo booked.” A conversation tells you what they actually need.

Prospects complete it

~90% completion rate vs half-answered questionnaires. Conversations feel like a smart prep call, not homework.

Structured + deep

Captures the CRM fields your system needs, plus the pain and context that turns a demo into a deal.

Briefs in real time

Prospect profiles arrive in HubSpot or Slack before the call. Reps prepare in 2 minutes, not 20.

From Questionnaire to Conversation

A conversation captures what a pre-call form never could

  • Your questionnaire gets one-word answers and “TBD.” Your concierge learns their pain, what they’ve tried, who else is evaluating, and what would make them say yes.
  • Follow-ups adapt to every answer — an enterprise prospect gets different questions than a startup founder
  • Prospects share more because it feels like someone prepared for their call, not assigned them paperwork
  • The result: structured prospect data your CRM can act on, plus the context that turns a demo into a deal
Popular Features
→ Inside the Concierge agent→ Why static forms fail
Person having a conversation with Perspective AI
ConciergeTell us what you’re looking for.
Lead Score
92
Qualified
yourcompany.com/book-a-demo
Pre-Call Questionnaire
Company name *
Your company
Team size *
Select range...
Interested in
Select product...
Anything else we should know?
Optional...
Submit

Stop Wasting the First 20 Minutes

This questionnaire is costing you deal velocity

  • A calendar invite tells you nothing — your rep starts every call from zero
  • The first 20 minutes become generic discovery instead of tailored selling
  • High-intent prospects who did their homework get the same generic experience as tire-kickers
Popular Features
→ Try it on your form→ Compare to Typeform

Better Input, Better Calls

When reps know more, the first call feels like a second call

  • Every prospect arrives with pain points, current stack, decision-makers, timeline, and competitive landscape — before the call
  • Reps decide how to demo, what to emphasize, and which objections to preempt — based on real context
  • 30% shorter sales cycles when discovery happens before the meeting, not during it
Popular Features
→ Browse sales templates→ Inside the Concierge agent
Prospect arrivesRequests a demo
Concierge qualifiesBudget, timeline, intent
92
Lead scored & routedQualified → sales team
Slack
HubSpot
ConnectWise
Under 2 minutes, start to CRM

Perspective integrates with your favorite tools

Slack
HubSpot
ConnectWise

Talk About Great Conversations

DS

Dorit Sher

CEO

@ Experity

"Perspective is great! It's easy to talk to and really understands you. The best part? It gives you smart insights super fast. If you want a tool that's friendly and helps you get things done quickly, Perspective is the way to go."

KR

Katie Rich

Vice President, Customer Delivery

@ AppDome

"Overall, it was a fun and simple experience. I appreciated the flexibility to complete the interview in my own time, the friendly and professional tone of the AI, and its conversational nature. The summary at the end was a nice touch."

KY

Katie Yagodnik

Sr. Director of Digital Customer Success

@ Totango

"Perspective AI has been a game-changer for our team. It provides deep insights from our customers and team without adding to our workload. The ease of analysis saves us time and delivers objective, actionable insights effortlessly."

FAQ

Frequently Asked Questions

See what your questionnaire is missing.

Paste your pre-call form. We’ll show you the difference a conversation makes.

Free to try · No credit card required · Ready in 60 seconds

Templates

Start with a template built for prepare every sales call

Customize in minutes. Deploy when you're ready.

What made you reach out to us today?

R

Prepare Every Sales Call

Learn their current pain points, what triggered the search, and what success looks like — so reps show up with a tailored pitch instead of 20 minutes of generic discovery.

Used 1,900+ times

Use Template

What's the main challenge you're hoping to solve?

M

Capture and Qualify Leads

Learn budget, timeline, decision-makers, and what’s driving the search before your sales team gives away 30 minutes. Qualified leads get context-rich handoffs — not just a calendar slot.

Used 3,200+ times

Use Template

What's driving the timeline on this procurement?

M

Qualify RFPs Before You Bid

Uncover actual budget, decision process, and whether you’re a serious contender — before your team spends hours on a proposal. Only pursue opportunities you can win.

Used 1,200+ times

Use Template