Send the proposal while it's still warm.
After every sales call your agent turns your notes or the transcript into a proposal: their problem in their words, three price options from your rates and your closest case study, with every figure marked for you to confirm. It never goes below your minimum price.
- You decide scope and price
- Editable copy in Google Docs
- Draft the same day as the call
Waiting for your yes3
- Proposal · Halcyon Foods
Three options: $8,400, $12,600 recommended, $18,900. Six points marked [CONFIRM].
Approved. It reaches the customer from your mailbox.Declined. The agent notes why. - Reminder · Juniper Labs · day 3
"Hi Sam, on the call you asked how we handle the data move. I added two lines on it. Shall we go through it in 15 minutes?"
Approved. It reaches the customer from your mailbox.Declined. The agent notes why. - Contract · Bluebird Co
Filled from your lawyer-reviewed template. One request marked [LEGAL REVIEW].
Approved. It reaches the customer from your mailbox.Declined. The agent notes why.
Drafted and won by month
October: five won, three of them sent the same day as the call.
Points to confirm · Halcyon Foods
| Point | Where it came from | Status |
|---|---|---|
| Recommended: $12,600 | Your rates | Confirm |
| Start on 3 November | Call on the 12th | Confirm |
| Phase 2 not included | Below your minimum | Scope cut |
| Bluebird case: +34% repeat orders | Case library | Cleared |
How it builds the price
- BasicThe essentials they asked for, from your rates.
- RecommendedWhat solves the problem in their own words.
- CompleteEverything, with the extra phases priced.
- FloorNever below your minimum: it cuts scope, not price.
Cases ready to quote
| Customer | Result | Permission |
|---|---|---|
| Bluebird Co | +34% repeat orders in 6 months | Named |
| Maple & Rye | Launch in 5 weeks | Anonymous |
| Northwind Supply | Reporting time cut by half | Pending |
Friday at 12:00
- NewOne finished project with a measured result found in your mailbox.
- AskedPermission to quote Northwind by name, waiting for your OK.
- RuleExact result with unit and period, never rounded.
- Total9 cases ready to quote in proposals.
Proposals by service, last 90 days
| Service | Drafted | Won |
|---|---|---|
| Brand refresh | 11 | 45% |
| Website | 9 | 33% |
| Ongoing support | 8 | 38% |
Hours from the call to the draft
From four days to a few hours since the agent started in August.
Your proposals, before and after.
You today
- A great call on Monday, the proposal goes out the next Monday.
- Copy last year's proposal and miss a client name in it.
- Drop the price under pressure, below what the work is worth.
- Send it and never hear back, with no reminder.
With your proposal writer
- A draft the same day as the call, in your house style.
- Three price options from your rates, never below your minimum.
- Your closest real case, quoted exactly.
- A reminder ready on day 3 and day 7 if they go quiet.
Its jobs, on a schedule.
It arrives with these jobs ready. Change any time, rule or channel before it starts.
- After each call, when you ask
Proposal from the call
Your notes or the transcript become a proposal with three options, a real case and every figure marked [CONFIRM].
- Weekdays · 9:00
Proposals with no reply
On day 3 a short reminder that adds something; on day 7 an offer of a 15-minute call. You approve each one.
- Fridays · 12:00
Case library
Collects new results and testimonials with their exact numbers and asks you for permission to quote them.
- When a proposal is accepted
Contract draft
Fills the blanks of your lawyer-reviewed template and marks anything unusual for legal review.
What it never does without you.
These always wait for your yes, in Brainstack, Slack, Telegram, Discord or email. You can tighten them, never loosen them by accident.
- Send a proposal or contractAsks you first
- Decide final scope or priceAsks you first
- Share a document your customer can seeAsks you first
- Give a discount or new payment termsAsks you first
The Halcyon Foods proposal is ready: three options, $12,600 recommended, six points to confirm. Share the Google Doc with Maya?
Approved. Maya gets the link from your mailbox.Works inside the tools you use.
Each connection with exactly what the agent does in it. It also reads call transcripts in Fireflies, saves copies in SharePoint, and works with Attio or Close as CRM. Signatures stay with you.
- Google Docs
- Creates the editable copy of each proposal
- Keeps every [CONFIRM] note next to its figure
- HubSpot
- Reads the customer, the decision maker and the stage
- Knows when a deal is won or lost
- Google Drive
- Reads your rates, template and won proposals
- Notion
- Or keeps the proposal in Notion, if that is where you work
- Gmail
- Reads the thread and sends approved reminders in it
- Slack
- Draft ready and approvals in your sales channel
- Microsoft Teams
- Updates and summaries where your team already talks
Part of every plan.
Your proposal writer takes one agent slot in any plan, with no limit per proposal. You use your own Claude, ChatGPT or Gemini plan.
Compare plans- Starter$99
- Growth$499
- Scale$999
Questions about your proposals.
Does it send proposals on its own?
No. Proposals, reminders and contracts reach the customer only after your OK.
How does it set the price?
Three options from the rates in your Brain, never below your minimum. If the scope asked for cannot reach your minimum, it cuts scope, not price, and tells you. Every figure is marked for you to confirm.
What does it need from the call?
Your notes, the Fireflies transcript or the summary from Meeting prep and notes. Without any of them it does not draft: it asks you.
Can it write contracts?
Only from a template reviewed by your lawyer: it fills the blanks and marks anything unusual for legal review. It gives no legal advice, and signatures stay with you.
Will it make up case studies?
Never. It quotes real results from your case library, exactly, and only names a customer with permission. If there is no close case, it says so.
How much does it cost?
It is one of the agents in your plan: Starter at $99 a month includes 3, Growth at $499 includes 10 and Scale at $999 includes 25. Your AI plan is paid to its provider.
Where does my customer data live?
On a server only your company uses, with your logins kept in your own password vault and encrypted backups every 6 hours.