HERO

AI proposal draft generator

One-line value: Turn messy discovery notes into a proposal draft your team can review instead of rewrite.

When to use: Use this after qualification/discovery calls when you need to deliver proposals quickly without dropping key constraints.

QUICK RESULT

If you only do one thing → generate one proposal draft with explicit sections for objective, scope, timeline, exclusions, and next-step approval.

ACTION CHECKLIST

• [ ] Collect source inputs: call notes, success criteria, budget range, and risk constraints.
• [ ] Draft scope with clear in/out boundaries and measurable deliverables.
• [ ] Add assumptions and dependencies so the client can validate context.
• [ ] Insert timeline and milestone checkpoints with owner visibility.
• [ ] Run a final human review for pricing logic and legal language before sending.

EXAMPLE / DEMO

Before: Proposal assembly takes hours and misses discovery details.

After: AI generates a full baseline draft in minutes; reviewer focuses on pricing and risk.

WHY IT WORKS

• Forces structure around scope and exclusions.
• Keeps assumptions visible to avoid downstream disputes.
• Speeds delivery while preserving human approval on critical terms.

NEXT ACTION

• Use this on one live opportunity and compare time-to-send against your current proposal process.

Source notes (kept for context)

Workflow

1. collect deal data
2. generate proposal
3. edit sections
4. export document