Lead to reviewed proposal draft
The problem
A new inquiry arrives by email. Someone researches the company, looks for a similar past proposal, writes the first draft and sends it days later. The research and drafting steps are repeated for every opportunity.
What we build
- 01Capture the inquiry in a pipeline stage with the information needed to qualify it
- 02Research step gathers public context on the prospect and records its sources
- 03Retrieval step finds the closest past proposal and case material
- 04Draft step assembles a proposal skeleton with the missing sections highlighted
- 05Approval queue routes the draft to a partner, who edits or rejects it
- 06Approved drafts are logged with who approved, when and what changed
Expected outcome
- A proposal draft prepared before the first call instead of days after it
- Research and source references attached to the opportunity record
- No client-facing message sent without an explicit approval
Illustrative pattern — not a measured client result.