After a discovery call, this solution takes the notes captured from the conversation, combines them with your service templates and past proposal examples, and generates a tailored first-draft proposal document that addresses the client's specific situation, articulates your recommended approach, and outlines the investment required. The draft is ready for consultant review and refinement within minutes of the call ending.
The problem it solves is that writing a compelling, customized proposal is one of the most time-consuming parts of winning consulting engagements, and delays between the call and receiving the proposal give prospects time to lose momentum or compare alternatives. A fast, high-quality proposal keeps the deal moving while client interest is at its peak.
From trigger to result, here is the flow at a glance.
Call Wraps
Discovery call notes are captured and ready
AI Drafts
AI blends notes with templates and past wins
Document Built
Tailored proposal generated for consultant review
Momentum Kept
Fast proposal lands while interest peaks
Want this built for your business?
Book a free 30-minute AI audit. We will scope exactly how to implement this in your workflow.