See what a better first step can look like.
Explore example Preframe flows for different businesses, from quote requests to agency inquiries and demo bookings.
Agency · Project inquiry
Website + brand for an early-stage company.
Buyer input
Need a website and brand identity, launching in 8 weeks. Budget around $30k.
Preframe logic
Captures scope, goals, decision-maker, budget band, fit score 88.
Recommended next step
Discovery call booked with the senior strategist.
Business handoff
Brief synced to project tracker · Slack ping to account lead.
Home services · Quote request
Roof replacement after storm damage.
Buyer input
Two-story home, missing shingles, leak in the attic. Photos attached.
Preframe logic
Service type, urgency High, location, property profile, fit score 94.
Recommended next step
On-site estimate scheduled for this week.
Business handoff
Estimator route · CRM lead created with photos and notes.
Professional services · Consultation
Cross-border tax advisory engagement.
Buyer input
Recently moved offices abroad, need help structuring entities and reporting.
Preframe logic
Situation tagged 'cross-border', urgency, prior provider context.
Recommended next step
30-min consult with the partner who covers EU/US.
Business handoff
Practice routing · pre-call brief sent to the consultant.
B2B · Demo request
Series B SaaS evaluating a new platform.
Buyer input
120-person team, evaluating 3 vendors, budget approved, decision this quarter.
Preframe logic
Company size, intent High, tools in use, champion identified.
Recommended next step
Tailored demo booked with the AE who covers mid-market.
Business handoff
Lead + context written to CRM, opportunity created.
Create your own first-step flow.
Preframe gives every buyer a clearer path and every team a better starting point — before the first sales conversation.