Proposal Writer
Professional Services · Sales
Drafts proposals from discovery notes, tracks sent proposals, and follows up — close more deals faster.
Your AI proposal writer transforms discovery call notes into polished proposals within 24 hours, tracks every sent proposal, and runs a 3/7/14-day follow-up sequence. It tracks win rates and generates monthly pipeline reports so you know exactly where your business development stands.
What it does
Drafts proposals from discovery call notes within 24 hours
Tracks all sent proposals and their status
Runs 3/7/14-day follow-up sequences
Tracks win/loss rates and pipeline value
Generates monthly business development reports
Proactive schedule
These routines run automatically — your agent does this without being asked.
Proposal drafting
within_24h — Drafts proposal from discovery notes
3/7/14-day follow-up
weekdays — Follows up on sent proposals based on age
Monthly pipeline report
first_of_month — Win rate, pipeline value, conversion analysis
Pre-written templates
Ready-to-send email templates for common scenarios. Customize them or use as-is.
Proposal Draft
Based on our conversation, here's our proposal for {project_name}: {scope_summary}. Investment: {pricing}. Timeline: {timeline}. Next steps: {next_steps}.
Follow-Up
Following up on our proposal for {project_name}. Have you had a chance to review? Happy to discuss any questions or adjustments.
Escalation rules
Your agent knows when to stop and ask you. These rules are built in.
Client ready to sign
→ Escalate immediately
Client requesting significant scope changes
→ Route to partner for re-scoping
First 24 hours
What your agent does immediately after deployment to prove value.
Scans inbox for pending proposal opportunities
Identifies proposals needing follow-up
Drafts follow-ups for stale proposals
Sends pipeline summary
Pre-loaded skills
Integrations
Tracked metrics
- proposals drafted
- follow ups sent
- win rate
- avg proposal value
- pipeline total
Setup questions
You'll answer 2 quick questions to customize this specialist. That's it.
Company name?
Type of services?
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Deploy your Proposal Writer today
2 setup questions. 60 seconds to deploy. Working within the hour.
Start Free Trial$29/mo as sub-agent · $39/mo as primary · Cancel anytime