ServiceNow Pre-Sales

The pre-sales toolkit that does in minutes what takes you days

From RFP to scoping to effort estimation to financials. Each tool in this toolkit handles one step of the pre-sales workflow — powered by 1,200+ curated scoping questions across 19 ServiceNow modules.

19 modules covered · 1,200+ scoping questions · 50+ sub-modules

The Pre-Sales Flow

Every deal follows this journey. Each step has a dedicated tool.

1

Requirement Check

Is ServiceNow the right fit? What's OOB vs. custom?

Live
2

Scoping Questions

Tailored questionnaire for the modules in scope

Live
3

Effort Estimator

Sprint counts, hours, complexity multipliers

Live
4

Team & Financials

Team structure, blended rates, commercial view

Live
5

MS Value Calculator

Quantify the value of every BAU story delivered

Live

Tools

Five tools live — covering the full pre-sales and managed services flow. All built on the same curated ServiceNow knowledge base.

Live
Step 1 — RFP & Requirement Analysis

Requirement Check

"I spend 2 days reading an RFP just to figure out what's OOB vs. custom in ServiceNow GRC."

Paste a requirement brief, upload a doc, or speak your scope. Scores every requirement against the IRM knowledge base, maps to specific sub-modules, and gives you a single-slide verdict with downloadable PPTX. Currently covers GRC/IRM — more modules coming.

IRM / GRC Risk Compliance Audit Policy
Try Requirement Check
Live
Step 2 — Scoping & Discovery

Scoping Questions Generator

"Every new deal starts with the same 200 scoping questions. I rebuild the list from scratch each time."

Select the modules in scope — get a tailored scoping questionnaire with sub-questions, scope impact flags, and what each answer drives in your estimate. 1,200+ questions across 19 modules.

ITSM ITOM ITAM CSM HRSD SecOps IRM SPM +11 more
Try Scoping Questions
Live
Step 3 — Effort Estimation

Effort Estimator

"I keep a spreadsheet of rough effort numbers per module, but every deal has different complexity factors."

Select modules, set 12 complexity factors — client maturity, integration density, data migration, geographic spread — and get sprint counts, hours, and duration per module. Built on benchmarks from real implementations.

12 complexity factors Base sprints per module Auto-multipliers
Try Effort Estimator
Live
Step 4 — Commercials

Team Structure & Financials

"Building the team plan and rate card is the most tedious part of every proposal. I copy-paste from the last deal and pray."

Pick modules, set sprint counts, choose delivery model (onshore/offshore/hybrid), configure rates — get team composition, role allocation, and a full commercial summary.

Team composition Blended rates Commercial view
Try Team & Financials
Live
Step 5 — Managed Services Value

MS Value Calculator

"We deliver 30+ stories every sprint but can't articulate the cumulative value to the client at QBR time."

Classify each BAU story into a value category, answer guided probing questions, and get a calculated business value. Stories aggregate into a client-ready value report with annualized ROI.

Value taxonomy Probing questions ROI calculator
Try Value Calculator

Built on Practitioner Intelligence, Not Generic AI

Every tool in this toolkit runs against a curated ServiceNow knowledge base — not a generic LLM prompt. The knowledge base is structured, versioned, and continuously updated.

19 ServiceNow modules
1,200+ Scoping questions
50+ Sub-modules indexed
12 Complexity factors

What's Live, What's Building

Five tools live today — covering the full pre-sales and managed services flow. SOW generator and integration mapper are next. If you have feedback or ideas, let's talk.

Requirement Check (GRC)
Scoping Questions (19 modules)
Effort Estimator
Team & Financials
MS Value Calculator
SOW Generator
Integration Mapper

The Pre-Sales Playbook

One email per week. Scoping tips, deal strategy, downloadable templates, and new agent launches. Built for ServiceNow pre-sales and solution consultants who want to work smarter.