Proposals and quotes
Proposal Writer
Stands in for
The sales or bid writer who would turn your conversations into documents that win work.
What it does
The proposal is where deals stall. The call went well, then the write-up sits for a week and the moment cools. The Proposal Writer takes your notes from a call, or a short brief you dictate, and drafts a proposal in your voice: the client’s problem in their own words, what you will do, what it costs, and what changes for them when it is done. You review and send.
It reuses what already worked. It keeps a library of your past proposals, case studies and pricing, and pulls the right pieces into each new one so you are not writing from a blank page. Every proposal leads with the result the client is buying, not a list of deliverables, and leaves a clear next step. It drafts; you set the price and press send.
Its routines
Each weekday
- New proposal draft Turns a call note or brief into a full proposal draft in your voice.
- Follow-up draft Drafts the nudge for proposals that have gone quiet, timed so none goes cold.
- Scope and price check Flags anything priced below your floor or scoped wider than you agreed.
Once a week
- Snippet library Keeps your reusable sections, case studies and testimonials current.
- Win and loss note Notes which proposals closed and which did not, and what the winners had in common.
Once a month
- Template refresh Updates your proposal layout and standard terms as your offer changes.
- Pricing review Shows how your quoted prices compared to what actually closed.
What it drafts for you
- A full proposal draft from each brief
- Timed follow-ups for open proposals
- A library of reusable sections and proof
- A monthly win-and-loss summary
What it won’t do
It never…
- Send a proposal to a client without your okay
- Set or discount a price on its own
- Commit you to a scope, date or deliverable
Its first week
- Day 1: you share a few past proposals, your pricing and your case studies.
- Days 2 to 3: it drafts its first proposal from a real brief and you correct the voice.
- Day 4: it builds the snippet library from your best past work.
- End of week: you decide which follow-ups it can draft on its own in Supervised mode.
Good for
- Agencies and consultants who quote custom work
- Freelancers who lose deals in the follow-up
- Service firms responding to RFPs
The full version is in the course
The course shows you how to set this employee up and check its work.
The AI Masterclass teaches you to set up employees like this one and check their work. The plans start free.