Build a proposal template with your standard sections.
Give the AI the client brief, product options and pricing rules.
Ask for a draft in your template.
Finish the last 10%: price, delivery dates, personal touch.
⚠️ Watch out
Prices and dates must come from your systems, not the AI.
Results are as reported by the source and have not been independently verified. Steps are our own suggestions. We are not affiliated with the vendors named and earn nothing from these links.
A small construction consultancy uses an AI assistant for proposals and to automate analysis of its maturity assessments — work it would otherwise have paid developers to build.
An immigration consultancy running six international websites had consultants spending too long qualifying leads by hand. It set up localised pre-chat bots that ask qualifying …
An Australian energy-broking consultancy built a team of AI agents for lead research and after-hours responses, and manages them with the same performance reviews as human staff.
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