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10 pre-sales service ideas you can charge for in B2B companies

In the competitive world of B2B sales, a pre-sales service can be crucial to many companies’ sales strategy. It’s not just about capturing prospects’ attention, but about generating tangible value even before closing the sale. Many companies have started offering paid pre-sales services, which not only showcase the value of the proposed solution, but help customers visualize the return on investment before fully committing.

In this article, we show you different examples of a pre-sale service that can be charged in a B2B sales strategy, optimizing your processes and accelerating the sales cycle.

1. Process diagnostic consulting

One of the most common services in the pre-sales phase is to offer diagnostic consulting . This service allows companies to analyze the client’s current processes and provide specific recommendations for improvement. This type of diagnosis not only builds trust, but demonstrates the company’s expertise in its area of ​​expertise.

How to apply it?

A digital transformation company might offer a thorough analysis of its clients’ HR or payroll processes . Following a full diagnosis, the company can charge for delivering a customized action plan that highlights key areas where digitalization can be implemented.

Estimated Cost : $2,000 – $5,000 USD
Customer Benefit : A clear and specific digital transformation plan.

2. Regulatory compliance audit

Compliance auditing is another effective strategy to monetize pre-sales. In industries where legal compliance is critical, such as finance, human resources or healthcare, hungary telemarketing list process audits can help identify risks and opportunities for improvement, which is very valuable for clients.

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How to apply it?

A payroll solutions company could is your b2b sales team failing to close sales? find out how to fix it audit the client’s compliance with tax and labor regulations, highlighting areas that could be improved with process automation .

Estimated cost : $1,500 – $4,000 USD
Client benefit : Assessment of legal and tax risks, with fanto data recommendations for improvement.

3. Development of a customized business case

Many B2B companies offer to create a detailed business case that shows the return on investment (ROI) the client can expect. This analysis includes financial metrics and helps the client justify the investment to their management team.

How to apply it?

A technology consulting firm might create a business case that projects operational cost savings and efficiency gains from implementing new business management software.

Estimated cost : $3,000 USD
Client benefit : Clear ROI justification for management and stakeholders.

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