Use case · Sales

Turn a discovery call into a proposal draft the same day

To write client proposals with AI agents, give a Brainwrite bot your call notes, the client's emails, and two or three past proposals you were happy with. It copies your proposal template in Google Docs, writes the problem, scope, timeline, and approach in the client's own terms, and leaves pricing and terms for you. You edit, price, and send.

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Client proposals

Draft a proposal for Meridian Print from Tuesday's call notes in my Notes folder and their email thread in Gmail. Copy my Proposal template in Google Docs and reuse wording from the Harbor and Lumen proposals. Leave pricing blank, list any scope questions, and do not email anyone.

Your Chief of Staff put a team on it

Nova· Chief of Staff
Sage· Proposal writer
Atlas· Reviewer

Proposal for Meridian Print drafted in Google Docs from your template
Goals section quotes their aim to cut reprint errors in half by spring
Scope check: they asked about training on the call; not yet in scope
Pricing and payment terms left blank for you

DonePrice, payment terms, and contract terms waits for you. Nothing was sent.

An illustrated example. Your team works on your own files and apps.

Split scene: at 11:00 pm a consultant drafts a proposal alone; at 7:00 am she reads the finished draft with AI agents Nova and Sage.

The job

Doing it yourself, and handing it off.

Doing it yourself

The call went well and the client wants a proposal by Thursday. You open last month's proposal, save a copy, and start replacing the client name, then realise half the scope does not apply. The notes from the call are in three places. Writing it properly takes an evening, so it goes out late, or it goes out generic, and generic proposals lose to the competitor who echoed the client's words back.

What the team does

Copy your proposal template and fill each section from the call notes
Echo the client's own goals and wording from the emails
Reuse approved wording from past proposals for standard sections
List scope gaps and questions to settle before sending

What waits for you

Price, payment terms, and contract terms
What is in and out of scope
When the proposal is sent, and to whom

The team

Who's on it.

Your Chief of Staff picks the specialists the job needs. Each has its own role, instructions, model, and app access.

NovaIllustrated example
Chief of Staff
Collects the inputs, hands the draft to the writer, and lists what is left for you.
SageIllustrated example
Proposal writer
Copies your template, writes each section from the call notes and the client's emails, and reuses approved wording from past proposals.
AtlasIllustrated example
Reviewer
Checks the draft against the call notes for anything promised that is not in scope, and anything in scope nobody discussed.

How it runs

A run, step by step.

01
Share the inputs
Point the bot at the call notes, the client's email thread, your template, and a few past proposals.
02
Draft
The writer copies the template in Google Docs and fills each section, quoting the client's own goals.
03
Check scope
The reviewer compares the draft with the notes and lists gaps and risks.
04
Price and send
You set the price and terms, edit the draft, and send it. Any email waits for your approval.

What you'll connect

Apps this job uses.

FAQ

Questions about Client proposals

Can an AI write a client proposal for me?

It can write a strong first draft from your call notes, the client's emails, and your best past proposals, in your template. It should not set your price or make promises you have not agreed to. You set pricing and terms, edit the draft, and send it.

Will it match how we usually write proposals?

Give it two or three proposals you were happy with, and save notes on tone and structure in the bot's memory. The Google Docs connector can copy a document to use as a template, so every draft starts from your real layout rather than a generic one.

Can it export a PDF and log it in the CRM?

Yes. The Google Docs connector can export a document as a PDF, and the HubSpot connector can create a note on a deal. Emailing the proposal goes through an approval card unless you have allowed sending.

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