Sales playbooks¶
Quoting and scoping guides for repeatable Eidos Global service offerings.
Each playbook contains three layers so a quote can be produced consistently regardless of who is on the call:
- Quote guide — the methodology, sizing tiers, line-item cost model, and delivery phases. This is the engineering opinion on how the work is built and priced.
- Client questionnaire — the same information, but expressed as business-friendly questions a client can answer without knowing the underlying technology. This is what we send (or fill out together) during discovery.
- Internal checklist — the cross-check that sales / pre-sales walks through before sending a number. Maps each client answer to an architectural decision and a cost driver.
Available playbooks¶
| Offering | Quote guide | Client questionnaire | Internal checklist |
|---|---|---|---|
| RAG-based AI chatbot (internal SOPs / policies) | Guide | Full questionnaire · Short email version (10 Qs) | Checklist |
Decision aids: Off-the-shelf comparison — when to recommend Copilot / Glean / AWS Q instead of a build. FOSS shortlist — self-hostable platforms (Onyx, RAGFlow, Dify…) that sit between SaaS and full custom.
Producing a per-client pack¶
A small Python generator in templates/ turns the markdown questionnaires plus a per-client YAML metadata file into a branded Word document and a matching Excel workbook, ready to send to the client. See the generator README for the usage walk-through. An n8n form for async / self-serve capture is a planned phase 2; the markdown remains the single source of truth for both channels.
Future work — interactive quote tool¶
The three documents above are designed so that every client question maps to a small number of pricing variables. Once the methodology is stable in markdown, the same questionnaire can be lifted into a public-facing interactive quote tool (web form -> rough cost band + indicative timeline + "book a discovery call" CTA). See the "From document to interactive tool" section in each quote guide for the variables to expose.