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
- Typically saves
- 3 hours a week
Connects to
Email or call notes
Google Docs or Notion
Your past proposals and rate card
How it works
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.
Where a person checks
A director edits the draft and sets the final price.
Where the data stays
Your proposals stay in your own workspace.
Hours saved are typical figures for planning. We measure yours in the audit and agree the target before we build.
More for agencies
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
Start with a free check, or talk it through.
Ten questions give you a score and your top three opportunities. Or book 30 minutes with the person who would build it.