Proposal workflow
Use call notes or a transcript, HubSpot context, pricing and case studies to create a proposal draft and internal handoff.
I build custom AI-assisted workflows for proposals, content analysis and internal tools, using the apps your team already has.
Connects to the tools your team already uses.
Combine call details, opportunity data, services, pricing and case studies into a structured draft.
Call details, opportunity data and account context.
Match services, pricing and case studies. Flag missing information.
On-brand proposal plus an internal handoff.
I map the process, build it, run it on real work and hand it over.
Map the current process and agree what the finished workflow must produce.
Create a focused prototype with up to two inputs or tools.
Use a real example, fix failures and flag missing inputs.
Receive operating notes, a walkthrough and final in-scope fixes.
The scope stays narrow. We agree on the inputs, output and definition of working before I build.
In 20 minutes, we can define the inputs, output and whether the workflow is a good fit.
Book a 20-min call