Brief to first-draft proposal
Turns a client brief or discovery call notes into a first-draft proposal using your past winning proposals, rate card and case studies.
- For
- Agencies
- Takes over
- Proposals
- Works with
- Email or call notes, Google Docs or Notion
- Typically gives back
- 3 hours a week
What we set up with you.
Built in your own accounts, with test data first and a demo every week. How we work
Reads the brief or call notes.
Finds your most similar past proposals and case studies.
Drafts scope, approach, timeline and a price from your rate card.
Lists the questions the brief doesn’t answer yet.
Works with
Who approves what.
A director edits the draft and sets the final price.
Where the data stays. Your proposals stay in your own workspace.
How we look after your dataThe hours given back.
That’s 3 hours a week, or about 18 working days a year, back for your team.
Each square is a working day. These are typical figures for planning, over 46 working weeks. We measure yours in the audit and agree the target before we build.
More examples.
Analytics export to a client-ready report
Pulls each client’s monthly numbers, compares them with last month and last year, and writes the report in your agency’s house style for an account manager to check.
6 hours a week, typically
GA4, Google Ads and Meta Ads, Looker Studio
Emailed RFQ to a priced draft quote
Reads each request for quotation as it lands, pulls out the part, quantities, material, finish, tolerances and dates, prices it from your rate card and puts a draft quote in front of your estimator.
9 hours a week, typically
Outlook or Gmail, Your rate card in Excel, Xero, Sage or your ERP
New client pack to a checked onboarding record
Reads a new client’s email and documents, checks ID and proof of address, pulls out their details and prepares the record and engagement letter for a partner to approve.
5 hours a week, typically
Outlook, IRIS, CCH, Xero Practice Manager or similar, Your e-signature tool
Something like this, for your team?
Tell us how the job works today. We’ll say honestly whether it’s worth automating, and what it would cost.