Reads
Your prospect’s brief or enquiry
More inputs
- Your past proposals and delivery notes
- Your client’s history in your CRM
Sales / Illustrative role
Proposal drafts
Drafts proposals and client updates using your past work and current scope.
- 09:15 · brief parsed · closest past proposal found
- 09:04 · draft assembled · pricing left for you
- 08:50 · Friday update drafted from delivery notes
A review point in this example
Send proposal to prospect
your pricing, your sign-off, then send
01 / How the role works
Inside the workflow.
An illustrative configuration. We agree the sources, outputs and control settings for your build.
Produces
Proposal drafts built from your past wins
More outputs
- Client updates written from delivery notes
- A follow-up nudge when a proposal goes quiet
Control in this example
Every proposal before it reaches a client
More about control
- Anything that sets scope, price or dates
Connected toolsYour documents, your CRM, your email
02 / Fitted to your business
One role.
Your complete project.
We scope the work with you and provide a custom quote. Your agent is built in your accounts, with an agreed handover.