Confirm technical fit
Confirm the technical requirements that can end a deal, like hosting, integrations and security, in the first calls.
Ways to get this done with Avoma
Pick the approach that fits how your team works. You can start with one and add another later.
How this works
Shown for:
- 1Trigger
You ask Avoma
- 2Context
Ask Avoma (Avoma agentic platform) reads discovery call transcripts and emails, your technical requirements checklist, narrowed by what you ask
- 3Reason
Check each stated requirement against what the product supports
- 4Act
Build a checklist of requirements marked met, partial fit or unmet, returned in Ask Avoma
- 5Human judgment
Rep and solutions engineer confirm the gaps with the buyer
Prompt
Review technical requirements mentioned by buyers, compare them with available product information, and identify unresolved requirements that could block the deal.
From our calls and emails with [Account], list every technical requirement they mentioned, such as integrations, hosting location, security and data migration. For each, mark whether we meet it, partly meet it or do not, and flag any that could end the deal.
What good looks like
Technical deal-breakers cost the least when you find them in discovery.
Ask about hosting, security and integrations on the first call
These are the requirements that stop deals late.
Mark each requirement as met, a partial fit or unmet
A clear status shows the whole team where the gaps are.
Bring in a solutions engineer for partial fits
A partial fit needs an expert answer before the demo.
Customer stories
What teams say
Ask Avoma has completely changed the way I work. I can instantly reference key details from past calls during live conversations, like team size or purchase timeline, ensuring I can recall every detail.
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