Walk Into Every Discovery Call Already Knowing What They Need.
Calendar invites tell you someone booked a call. Perspective replaces your pre-call questionnaire with an AI-powered discovery conversation that captures pain points, current tools, what triggered the search, and what success looks like — so your rep shows up with a tailored pitch instead of 20 minutes of generic discovery.
Same Calendar Invite. Same Blank Notes. Same 20 Minutes of Discovery.
See what changes when you replace your static pre-call questionnaire with an AI conversation that does the discovery before the call even starts.
The Static Pre-Call Questionnaire
- Pre-call forms ask “what are you interested in?” and get back “interested in a demo” — leaving your rep with zero context going into the meeting
- Reps spend the first 20 minutes of every call on generic discovery questions instead of demonstrating value and building a tailored solution
- No way to know what triggered the search, what’s broken with their current solution, or how urgent the need actually is before picking up the phone
- Hot leads who are ready to buy get the same slow, scripted discovery as tire-kickers — because your team can’t tell the difference until the call starts
AI Pre-Call Discovery with Perspective
- Your AI pre-call discovery captures the full picture — current tools, pain points, what triggered the search, team size, budget expectations, and what success looks like — before the calendar invite fires
- Adapts follow-ups based on responses: a prospect frustrated with call visibility gets different questions than one looking to scale their onboarding process
- Surfaces the buying signals your questionnaire can’t capture — they’re evaluating two competitors this week, their contract renews next month, or the CEO just mandated a new tool by end of quarter
- Your rep walks in with a tailored pitch and a pre-built solution outline — routed to HubSpot, Salesforce, or Slack — so the first call feels like a second call
Deploy Your AI Pre-Call Discovery in Minutes, Not Months
Three steps to replace your static pre-call questionnaire with an AI conversation that does the discovery before the meeting even starts.
Define What Your Reps Need Before the Call
Tell Perspective the questions that turn a generic demo into a tailored pitch — current tools, pain points, what triggered the search, team size, timeline, and budget. It builds a pre-call AI that adapts based on each prospect’s responses. No flowcharts, no code.
Send After Every Booking
Deploy via email, text, or embedded on your booking confirmation page. Prospects complete the discovery conversation on their own time — often sharing more than they would on a live call because there’s no pressure or sales dynamic.
Walk Into Calls Ready to Close
Your rep gets the full picture — pain points, current stack, urgency, competitive landscape, and buying signals — routed to HubSpot, Salesforce, or Slack. The first call feels like a second call. Deal velocity goes up. Close rate follows.
Try the AI Pre-Call Discovery Yourself
This is a live AI conversation — the same experience your prospects would have after booking a demo. See how it captures what a four-field questionnaire never could.
This is a live conversation, not a recording.
Someone Just Booked a Demo. Do You Know Why They’re Actually Looking?
Stop spending the first 20 minutes of every call on discovery. Give every prospect an AI pre-call conversation that captures their pain, stack, urgency, and buying signals — so your rep walks in ready to sell, not ready to ask.
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