Proposal Generator
Turns every qualified visitor into a bespoke proposal a Managing Partner can sign in 20 minutes. Same day, not next week.
Your firm wins on tailoring. But every custom proposal costs days of unbilled partner time — discovery deck, hypothesis slides, methodology overview, references mapped to their sector. Multiply that by every pitch you don't ultimately win, and BD is the most expensive line item nobody's measuring.
The Proposal Generator ingests the prospect's enriched profile (firm, role, industry, recent signals), pulls from your past proposals and case library, and drafts a tailored proposal — methodology fit, references that match, even draft pricing brackets. The partner reviews and refines, then sends. The bespoke output stays bespoke. The partner hours collapse.
From half-days to half-hours
Same partner headcount
- → Enriched prospect profile (firm, role, sector signals)
- → Your past proposals and pitch decks
- → Case library tagged by industry and engagement type
- → Partner-specific methodology and voice samples
- → Tailored proposal deck or document
- → Mapped case references (by sector + engagement)
- → Methodology overview slide written to their problem
- → Draft pricing brackets with sensitivity notes
Common questions about the Generator.
What does the Generator Agent do?
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The Proposal Generator ingests the prospect's enriched profile (firm, role, industry, recent signals), pulls from your past proposals and case library, and drafts a tailored proposal — methodology fit, references that match, even draft pricing brackets. The partner reviews and refines, then sends. The bespoke output stays bespoke. The partner hours collapse.
Who is this agent built for?
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The Generator Agent is built for Managing Partners, BD Leads, Practice Heads at boutique consulting firms. You have an AI mandate, partner-level alignment, and a 90-day window to show results.
How long does it take?
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6–8 weeks to production. Yours forever — full ownership, no recurring fees. We agree the scope and the timeline on the contract before we start.
What technology stack does it use?
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The Generator Agent integrates with: Your CRM (HubSpot, Salesforce), Claude / OpenAI, Google Docs / PowerPoint, Your case-library doc system. We're tool-agnostic — we work in your existing stack. The agent is the deliverable, not the model.
Other agents we build.
Partner POV Drafter
Drafts your partners' published POVs in their actual voice. Approval-gated. Sourced. On a cadence the partner doesn't have to maintain.
BD · STRATEGYWin/Loss Analyst
Reads every pitch, every lost deal, every won deal — and tells you exactly which methodology slides keep landing.
ACCOUNT MANAGEMENT · EXPANSIONQBR Synthesizer
Every bi-weekly recap, every QBR, every expansion narrative — assembled from live data, ready when the partner walks in.
MARKET INTELLIGENCESector Trend Monitor
Watches the sector your firm sells into. Tells your partners what's moving — with the source, the date, and the slide-ready takeaway.
BD · OPSPitch Gap Scorer
Scores every inbound opportunity against your firm's actual win profile. Tells you which to chase — and which will cost partner time you won't get back.
Start with the free call.
30 minutes. No deck. No follow-up sequence. We listen, we diagnose, you leave with a point of view. If we can help, we'll tell you. If we can't, we'll tell you that too.