Professional services and consulting
Start every proposal from clear requirements and a brief ready for review
Does your team lose time chasing missing information and preparing proposals? We collect the inputs and put them in order, so the person responsible starts from a brief they can review.
Where proposal preparation breaks down today
Requests arrive with a vague description, files stay in scattered threads, and company information is copied afresh into every proposal. It can be hard to tell which version of the requirements was approved.
Illustrative example
A process-improvement request: from a vague description to a draft the consultant approves
A company asks for help improving its internal processes. The agent gathers team size, the processes involved and the deliverables expected, records the files it is authorised to use, and prepares a brief with a list of questions. It then creates a draft from the approved template, without adding experience or prices of its own. The consultant reviews scope and cost, then sends the approved version.
Collect the brief
Clarify the problem, scope and missing inputs.
Prepare a draft
Use approved service information and templates.
Consultant review
Confirm assumptions, scope and commercial terms.
Follow the opportunity
Assign the next discussion and follow-up task.
Approval stays with your team
Data, connections and control
The workflow can connect to an opportunity log, a document management system or a task system where interfaces and permissions allow. We keep client files separate, identify the latest template, and agree what may be processed by external services before the workflow goes live.
What you receive
We agree the deliverables before we build: a guided requirements form, an opportunity summary, a workflow for files and permissions, draft templates and approval points, and a user guide that sets out who is responsible for what.
How we start
We begin with one service and one type of proposal. We test an incomplete request, a contradictory one and a file that is not permitted, then review the accuracy of the summary and the quality of the draft with the person responsible.
What we need from you
An approved proposal template, examples with sensitive details removed, a list of services and deliverables, your pricing rules, and the approval path for the final version.
How we measure the result
Time to a complete brief, the number of rounds needed to fill in missing information, the reasons drafts were changed, and the opportunities with a documented next step.
Questions before you begin
Short answers to what people ask most before we start.
Is your question not here?
Request a meeting and we will answer for your own case.
Request a meetingDoes it send a quote without review?
The usual scope starts with a draft for review. The person responsible approves prices, terms and commitments before anything is sent, within the authority you have agreed.
Can it summarise confidential documents?
Only after permissions, processing terms and the data allowed have been defined. Please do not send sensitive documents through the general contact form.
How much does it cost to automate request intake and proposals for a services firm?
Pricing is by request; there is no fixed price. The cost depends on how many types of service and proposal you have, and the integration you need with an opportunity log, document management or tasks. We analyse what you need and plan delivery in stages, so your budget goes first to what helps you most.
How long does it take to set up the request and proposal workflow?
That depends on how ready your proposal template, pricing rules and integration options are. We start with one service and one type of proposal, and state the timeline in our proposal after the first meeting.
Does the assistant set the price of a service itself?
No. It fills the draft from your company template and the pricing rules you define. The final price, terms and commitments are approved by the person responsible before anything is sent.
Does it work with the CRM or task system we already use?
It can connect to an opportunity log, document system or task system when their interfaces and permissions allow it. We check that first, and do not assume a system is supported before testing it.
Your next step
Bring the challenge. Let’s shape the next step.
A short description is enough to start. Tell us what happens now and what should work better.