Proposals in Minutes, Not Hours

Call ends. AI reads the transcript. Pulls the client data. Generates a polished proposal. Your team reviews and sends. Done.

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80% faster proposal creation Consistent quality every time Fully customised to your templates

The Problem

You win the call. Client says 'send me a proposal.' And then... it takes three days to actually send it.

  • Proposals take hours to write. Customisation is manual and tedious.
  • Reps copy-paste from old proposals. Mistakes creep in.
  • Good opportunities go cold because the proposal took too long.
  • No consistency. Every rep sends something different.

Every day your proposal is delayed, the probability of winning drops by 5%. Do the maths on a $50K deal.

What if you could send a polished, personalised proposal within an hour of the call?

The AI Proposal Automation

An AI workflow that pulls data from your CRM and call transcripts. Generates a customised proposal using your templates. Handles pricing, scope and personalisation for you.

1

Call Ends

Sales call finishes. The AI has access to the transcript and CRM data.

Deliverable: Data extraction

2

Proposal Generated

AI creates a customised proposal based on what was discussed. Pricing, scope, timeline all included.

Deliverable: Draft proposal

3

Review & Send

Rep reviews, makes any final tweaks and sends. Total time: 15-20 minutes.

Deliverable: Proposal sent

Traditional Approach Our Approach ROI Impact
2-4 hours per proposal 15-20 minutes 80% time savings
Inconsistent formatting and content Standardised templates Professional every time
Pricing errors and scope creep Validated pricing logic Zero calculation errors

Everything Included

Workflow Configuration

$4,200

Custom AI workflow built around your proposal process

Template Design

$2,800

Professional proposal templates that match your brand

Pricing Logic

$1,600

Automated pricing calculations based on your models

CRM Integration

$1,500

Pulls client data and logs proposal status automatically

Ongoing Optimisation

$1,800/mo

Monthly template updates and workflow refinement

Total Value

$11,900 setup + $1,800/mo

Your Investment

$3,800 setup + $1,400/mo

You Save: $6,500 in first year

Results You Can Expect

Close Faster

Get proposals out within hours, not days. Strike while the iron is hot.

Average deal velocity improved by 42%.

Consistent Quality

Every proposal looks professional. Same structure. Same quality. Every time.

Free Up Rep Time

Reps spend time selling, not formatting documents.

Reduce Errors

No more pricing mistakes or scope confusion.

How It Works

1

Process Mapping

Week 1

We learn your proposal process, templates and pricing models.

Process documentation Template review Pricing logic capture
2

Workflow Build

Week 2-3

Build the AI workflow and connect it to your CRM.

AI workflow Template configuration CRM integration
3

Testing

Week 4

Run sample proposals. Validate accuracy. Refine templates.

Sample proposals Accuracy review Refinement
4

Go Live

Week 5+

Deploy to team. Monitor and optimise.

Full deployment Team training Ongoing support

Our Guarantee

If you don't see a 50% reduction in proposal creation time within 30 days, we'll refine until we hit the target.

What we need from you:

  • Have existing proposal templates we can work from
  • Use a supported CRM
  • Have at least 10 proposals per month

Is This Right For You?

Great Fit If...

  • You send 10+ proposals per month
  • Proposal creation is a bottleneck
  • You want consistency across your team
  • You have defined pricing models

Not Right If...

  • Fewer than 5 proposals per month
  • Every proposal is completely custom
  • No existing templates or pricing structure

Investment

Setup

$3,800

One-time

Monthly

$1,400

Ongoing

Typical ROI: 3x within 60 days

Client Results

Professional Services

Proposal Time Cut from 4 Hours to 25 Minutes

Challenge

Partners were spending half their day on proposals. Deals were slipping because proposals took too long.

Solution

Deployed Proposal Generation Workflow to automate 80% of the proposal creation process.

Metric Before After
Proposal Creation Time 4 hours 25 minutes
Proposals per Week 8 22
Deal Velocity 18 days 11 days
"We're sending proposals same-day now. That's a game changer for closing."
- Emma Richards, Partner, Richards Advisory

Frequently Asked Questions

How customised can the proposals be?
Very. The AI uses data from the call and CRM to personalise each proposal while maintaining consistent structure.
What if we have multiple service lines?
We can build templates for each. The AI selects the right one based on what was discussed.
Does it handle complex pricing?
Yes. We can build in tiered pricing, optional add-ons and quantity discounts.
What format does it output?
PDF, Word or whatever you prefer. Fully branded to match your style.
Can reps edit the generated proposal?
Absolutely. The AI creates a draft. Reps review and make any final adjustments.

Ready to Get Started?

Book a strategy call. We'll show you exactly how this works for your business.

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