Sales & leadsIntermediateProfessional servicesHas numbers

Cut proposal and research time in a two-person consultancy

A two-person AI strategy consultancy uses AI agents to draft proposals and do research, so it can compete for work against much larger firms.

Reported results

  • The source reports 20–30 hours saved a week, proposals in under 2 days instead of 1.5 weeks, and research in 20 minutes instead of two weeks.

Source: Lindy customer story (Source checked 2026-11-03)

How to try it

  1. Template your proposal structure.
  2. Let AI assemble a first draft from discovery notes.
  3. Automate background research before meetings.
  4. Review and price the work yourself.

⚠️ Watch out

Proposals are judged on insight; don't send AI drafts unedited.

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.

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