Discovery call.txt
Questionnaire.pdf
Product specs.pdf
RFP.pdf
Ingest everything
Meeting notes, your discovery questionnaire, product info, and any RFP all come in as the source for every deal.
The agentic pre-sales platform
Discover and scope solutions at scale.
SourceWizard runs pre-sales across your whole pipeline — every deal scoped, estimated, and turned into a SOW or RFP response on one live model, wired to the tools you already use.
For system integrators, professional-services, and SaaS implementation firms.
+$1–2M
new bookings / year (~$30M firm)
+200%
more deal capacity (every deal, not 1 in 3)
+10–15%
more margin on delivered work
We’ll run these numbers on your actual pipeline on the call.
Backed by operators and early investors in
How it works
From first call to signed scope — one automated flow.
Normalize into a live deal graph
RFP line items and every input are normalized and linked into one always-current model — meetings, requirements, and decisions in one place.
Your discovery skill
sellestimatedeliver
Capture discovery as a skill
How your firm runs discovery becomes a reusable SourceWizard skill — your playbook, automated.
CRMDelivery
two-way sync · no manual updatesSync CRMs & systems
Two-way connectors keep your CRM, PSA, and delivery tools in step — no need to update them by hand.
REQ-022 · migrate recordscustom
REQ-031 · multi-currencyconfigurable
Capture requirements & decisions
Functional and technical requirements, plus each configurable-vs-custom decision, as reviewable cards.
Data volume assumptionhigh
Dependency: SSO tenantmed
Highlight risks & constraints
Surfaces assumptions, dependencies, and scope risks before they reach the SOW.
Line itemhrs
Integration240
Data migration180
Config & test120
Total1,240 hrs · $1.18M
Estimate scope & cost
Hours and pricing grounded in your history and rate card, with per-line justification.
REQ-014 · SSO via Okta
Discovery call · 12:04 — “we’re on Okta”
Trace to ground data
Every claim links back to its source — the call line, the doc, or the rate card it came from.
EstimateApprove
SOWApprove
CRM syncApprove
Review every step
Human-in-the-loop at each stage — estimates, documents, and CRM/system writes are reviewed and approved before anything is sent, signed, or synced.
Connected & syncing
In production at ERP and iPaaS integrators
ERP implementation partneriPaaS integration platformMid-market services firm
What customers say
“I never want to do scoping ever… So if a bot can handle scoping and then I just get to do the pricing… that also helps my margin because I’m not spending five or 10 hours up front. I’m spending maybe 30 minutes up front.”
“I’m able to do more. I’m able to push more statements of work faster that are probably even more accurate than what I’m creating today just by manually throwing human effort at it.”
“We ran through one of the scenarios, and it was pretty good — we were only off by, I don’t know, 20 hours or something.”
“I tried to do all of this with Claude. It was like, sure, and then it didn’t actually work. … I honestly can’t think of any other questions because that’s what I wanted it to do, and it’s doing it.”
Who it’s for
For the people who carry pre-sales.
Owner-operators of services firms — still running pre-sales yourself, capped by how many deals you can personally take to proposal.
VPs of Sales / Revenue who own the RFPs and proposals — losing days to 100-hour RFP responses and passing on winnable bids for lack of time.
VPs of Professional Services / Delivery — where the senior architect is the revenue ceiling and margin lives or dies on estimate accuracy.
And it frees your senior architects / pre-sales engineers from the document grind — they’re who benefits, not another tool to learn.
System integratorsProfessional servicesSaaS implementation firms
Built for enterprise
Built for enterprise — accurate, grounded, and in your control.
Accurate by design.
Every AI-generated output is back-pressured by external verification steps before it ever reaches you — so incorrect calculations and false promises are caught and corrected, not shipped. Estimates, requirements, and SOWs are grounded in your real data: your past projects, rate cards, and product information. The numbers are checked against the facts and meeting transcripts.
Your data stays yours.
Runs on your own templates, rate cards, and project history; your data and IP are never used to train shared models and stay private to your workspace.
Human-in-the-loop guardrails.
Every estimate and document is generated for your review — nothing is written back to your systems, sent, or signed without explicit approval. Agent actions are scoped and logged.
Enterprise controls.
Role-based access, SSO, full audit trail, and connector-level read/write permissions.
FAQ
How is this different from ChatGPT / Claude?
ChatGPT and Claude are a foundational layer, an infrastructure that needs setup. They can summarize a call and draft text, but they don’t estimate against your historical data, hold a live model of the project between sessions, or move work between your systems — which is the part that actually advances a deal. That is what SourceWizard does.
How does it use our templates and data?
It works from your own past SOWs, rate cards, and methodology, and connects to your CRM/PSA, so output matches how your firm already estimates and prices. Your data stays yours.
How accurate are the estimates, and do we stay in control?
Estimates are calibrated to your historical projects and verified against your real data before you see them, and every output is generated for your review and approval before anything is sent or signed — human-in-the-loop by design. We have verification layers that back-pressure the agent to produce the output grounded in the real data.
Which systems does it integrate with?
It ingests calls, notes, and documents from any source and writes back into the CRM/PSA and delivery tools your team already uses.
How quickly can we get started?
A working session with one real discovery call shows output in your format the same day; teams reach steady-state use within a week after you provide your past projects.
Bring one discovery call. See it become an estimate, a SOW, and a design doc — in your format.
Book a working session
Pricing follows the outcome — you pay for the value, not seats or usage.