The AI Consultant That Creates Offers: How We're Redefining Initial Consultations

Let's be honest: The classic B2B sales process is often tedious. An inquiry comes in, you schedule a meeting (usually a week out), conduct an initial consultation, clarify questions via email, and then write a proposal. By the time the prospect has a concrete price idea, two to three weeks have easily passed.

What if I told you that our prospects receive a personalized offer with specific price estimates at 11:47 PM? And not from an employee working night shifts, but from our AI consultant who knows our solutions, tiers, and pricing models inside out.

Customer consulting revolution: From contact form to intelligent dialogue

Imagine: A potential customer lands on your website. Instead of filling out a contact form and waiting for a response, they start a dialogue with your AI consultant. It asks targeted questions, understands the requirements, and recommends the right solution within minutes – including specific features and price range.

That's exactly what we've implemented at IDENTIC Projects. Our AI consultant isn't an ordinary chatbot spitting out pre-written responses. It's a real consultant who knows our solutions inside and out.

Here's how a typical conversation goes:

Consultant: "What challenge would you like us to help solve?"

Customer: "Our customer support is completely overwhelmed. We're drowning in inquiries."

Consultant: "I understand. Let's look at this more closely. How many support requests do you handle daily?"
- 10-50 requests
- 50-200 requests
- Over 200 requests

Customer: "50-200 requests"

Consultant: "Which channels do your customers primarily use?"
- Mainly email
- Phone and email mixed
- Multi-channel (email, phone, chat, social media)

After just 3-5 such questions, the consultant has gathered enough information to make a well-founded recommendation.

The final result: Concrete offers instead of sales tactics

At the end of the dialogue, the prospect doesn't get a "Contact us for more information." Instead, they receive a concrete recommendation:

"Based on your requirements, I recommend our AI & Automation Solution in the Professional Tier. This includes:

- An AI-powered support chatbot for your website
- WhatsApp integration for automated customer inquiries
- Intelligent ticket routing to the right employees
- Analytics dashboard for evaluating common inquiries

The implementation timeframe is 6-8 weeks. Price-wise, we're looking at €15,000-20,000 for initial implementation plus monthly operating costs of around €500-800."

The technology behind it: Enterprise AI meets domain expertise

Our AI consultant works so well because it doesn't guess – it knows. It knows every one of our solutions, every tier, every feature set, and the associated pricing models. It understands which combinations make sense for which use cases.

The system uses Google's Vertex AI Search – an enterprise solution that searches our knowledge base and generates context-aware answers. Everything runs GDPR-compliant on European servers. No data is used for training purposes.

Measurable business benefits for both sides

For prospects:

- Immediate clarity on solutions and prices
- No waiting weeks for an offer
- Consultation available 24/7
- Transparency builds trust

For us as providers:

- More qualified leads (budget expectations are clarified)
- Shortened sales cycles
- Sales reps can build directly on concrete offers
- Less time wasted on unsuitable inquiries

Since implementation, our lead quality has significantly improved. Prospects who book a meeting after AI consultation are already well-informed and have realistic expectations.

Strategic integration: AI as perfect complement

Important to understand: The AI consultant doesn't replace personal conversations. It optimally prepares them. When a prospect books a meeting after AI consultation, our sales reps can dive deep immediately instead of clarifying basics first.

The AI recommendation serves as a conversation foundation. In personal discussions, the offer is then refined, adjusted, and finalized. The big difference: Both sides start with the same level of knowledge.

Besides the consultant, we've also integrated a classic chat linked to our FAQs. This allows visitors to quickly find answers to common questions – from project flow to technologies to references. The combination works: Simple questions are answered by the chat, while the consultant handles individual consulting.

Paradigm shift: Transparency as new B2B standard

Price transparency in B2B? Still unthinkable for many. But times are changing. Customers today expect immediate, concrete information. They want to know what they're getting into before investing time in meetings.

With AI-powered consulting, we can meet this expectation without sacrificing individual consultation. It's the best of both worlds: scalability and personalization.

The future is now: When will you start?

An AI consultant that creates real offers is more than a technical gimmick. It's a fundamental improvement to the sales process. For prospects, it means transparency and time savings. For companies, it means more qualified leads and efficient processes.

The technology is here. The only question is: When will you use it?

PS: If you're curious – why not try our AI consultant? You'll find it on our AI & automation page. And don't worry: It won't spam you. Promise.