AI Sales Proposal Engine
Creating a sales proposal required hours of research, specialized knowledge, and manual assembly. Each proposal was inconsistent in quality and only the senior team members could produce them well.
We ingested the team's own training material — meeting recordings, transcripts from Google Meet sessions on proposal best practices, written guides, and real examples. Then we built an AI agent trained on their methodology that:
- Identifies and qualifies target prospects automatically
- Researches each target and determines the optimal approach
- Generates tailored pitch scripts and rebuttal information
- Creates branded, presentation-ready proposals (screen-share or PDF)