Streamline proposals and client intake automatically.
Automate proposal generation, collect client information efficiently, and get clients onboard smoothly.
Manual proposal creation slows down sales cycles.
Creating proposals and managing client intake requires significant time and attention to detail. When these processes are manual, they become bottlenecks that delay deals and create inconsistencies.
- Time-consuming proposal creation
- Inconsistent client information gathering
- Errors in document generation
- Difficulty tracking proposal status
Automated proposal generation and client intake workflows.
The Proposal Creation & Client Intake system automates the entire process from information gathering to proposal delivery. It collects client details through structured forms, generates personalised proposals, and manages the workflow through to signed agreements.
How it works.
Collect client information automatically
The system gathers required details through structured intake forms and conversations.
Generate personalised proposals
AI creates professional proposals tailored to each client's specific needs and requirements.
Automate document generation
All necessary documents are created automatically, ensuring consistency and reducing errors.
Streamline the onboarding workflow
The entire process from proposal to signed agreement is automated and tracked.
What organisations typically experience.
When proposals and intake are automated, sales cycles shorten and teams can focus on closing deals.
- Faster proposal turnaround — generate professional proposals in minutes
- Consistent quality — every proposal follows your brand and standards
- Streamlined intake — clients provide information through structured processes
- Reduced manual work — less time spent on document creation and formatting
- Better tracking — see where each proposal is in the process
Quick setup. Faster proposals.
Week 1 — Setup & template creation
We review your current proposal process, create templates, and set up intake workflows.
Week 2 — Test with sample proposals
The system generates test proposals so you can review and refine the approach.
Weeks 3–4 — Go live and optimise
The system goes live, and we continuously optimise based on real usage and feedback.
Beyond Proposal Creation.
Automated proposals are one way to streamline sales, but they're only part of what can be automated. When relevant, we can help you streamline additional areas of communication and operations.
- Database reactivation for dormant contacts
- Speed-to-lead response handling
- Payment and invoice automations
- Internal workflow automation
- Integrations between your existing tools
- Project management and fulfilment workflows
What happens next.
Thanks for your interest in Proposal Creation & Client Intake. We'll reach out shortly to understand your current proposal process, review your intake requirements, and see whether automated workflows make sense for your organisation.
There's nothing else you need to do right now. This page simply gives you clarity before we speak.
Ready to get started?
Fill out the form below and we'll be in touch to discuss how Proposal Creation & Client Intake can work for your business.