We turn structured discovery notes and approved offer material into reviewable proposal drafts, follow-up messages, and reminders. Your authorised team retains control of scope, price, terms, and customer commitments.
The workflow prepares the document. Your team approves the offer.
It can start simple: one proposal type, one input structure, one approval path. The human gate sits exactly where price and promises live.
All of that friction lands at the exact moment the deal should be accelerating.
Agencies and studios. Consultants and implementation partners. Professional and technical service teams. Founder-led companies where the founder still reviews most offers. The best fit: recurring offer patterns, too much manual proposal work, and a person whose review time is the scarcest resource in the sales cycle.
It can prepare genuinely useful drafts from your approved inputs. Final proposals are reviewed by a responsible person — scope, pricing, and commitments always get human approval before anything is sent.
Discovery notes, offer descriptions, scope blocks, service boundaries, examples of approved language, and your follow-up rules. Part of the setup work is turning what's currently in people's heads into that reusable library.
No. It fits any B2B service business that repeatedly prepares proposals, statements of work, or custom offers — anywhere the offer is semi-custom but the raw material repeats.
Yes. The same workflow drafts the follow-up email and sets reminders, so the deal doesn't go quiet after the document lands. It also pairs naturally with AI sales automation upstream.
Approved offer blocks, clear review steps, and escalation rules for anything non-standard. The draft can only assemble language you've already signed off on — it can't promise what isn't in the library.
We will identify reusable inputs, required approvals, and an appropriate first proposal workflow.