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Sales & Marketing agent

Proposal generator

From the discovery call to a draft in your template: their problem in their own words, the scope from your services and the price from your rate card. A budget under your starting price goes to the sales lead.

  • $12,500 fixed
  • Live in 3 to 6 weeks
  • Yours to keep
Let’s build your agent How it works
The review screen for Proposal generator: four items, three done, and one (Under range) waiting for the sales lead, who is asked: Wren Studio’s budget is $18K, under your $24K starting price. Trim the scope to fit?
How it works

The proposal picks up where the discovery call left off.

Here’s a typical run, step by step: what automation handles, what the agent does, and the calls that stay with your team.

The workflow for Proposal generator, in 5 steps. It starts with “A discovery call ends” and ends with “A draft for the owner”. Each step lists what automation, the agent and your team do there.
Proposal generatorA typical run
Starts withA discovery call endsWren Studio’s call is recorded: their problem, what they want done, and a budget of about $18,000.
The agent: Takes their problem in their own words, what they want done, the timing, the budget and who else decides.
~10h/mo

Step 1 of 5Read the call

  • The agent

    Takes their problem in their own words, what they want done, the timing, the budget and who else decides.

    Budget comes up as “we were thinking eighteen, maybe more”. It has to be heard in the conversation, not searched for.

Reads
  • Call recordings
  • CRM
Writes
  • CRM

~10 hours a month back

Automation: Pulls your proposal template, the services that fit, your rate card and a case study tagged for design studios.
~8h/mo

Step 2 of 5Gather your pieces

  • Automation

    Pulls your proposal template, the services that fit, your rate card and a case study tagged for design studios.

    Your rules already pair each kind of client with a template and a case study.

Reads
  • Document library
  • Rate card
Writes
  • Documents

~8 hours a month back

Where teams differSome firms keep one template. Others have one per service, each with its own sections and terms.

The agent: Writes the summary in Wren Studio’s words, then the scope, the timeline and a price for three phases from your rate card.
~35h/mo

Step 3 of 5Write the draft

  • The agent

    Writes the summary in Wren Studio’s words, then the scope, the timeline and a price for three phases from your rate card.

    A proposal that plays the client’s own problem back gets read. Boilerplate gets skimmed.

Reads
  • Documents
Writes
  • Documents

~35 hours a month back

Where teams differLength varies: one page and a price for some teams, twelve pages with team bios and terms for others.

Automation: The draft comes to $24,000 against a budget of about $18,000, so it goes to the sales lead with the call notes.
IfYour team: Trims the draft to two phases at $17,500, or holds the full scope at $24,000 and says why it’s worth it.
~4h/mo

Step 4 of 5Check the price

  • Automation

    The draft comes to $24,000 against a budget of about $18,000, so it goes to the sales lead with the call notes.

    Once the draft has a price, a budget below your starting price is plain to see.

  • Your teamIf the budget is under price

    Trims the draft to two phases at $17,500, or holds the full scope at $24,000 and says why it’s worth it.

    Trimming the scope or holding the price shapes the deal. That’s the sales lead’s to own.

Reads
  • CRM
Writes
  • Documents

~4 hours a month back

Where teams differWhere the deal owner can decide within a set range, only the bigger gaps reach the sales lead.

Automation: Saves the draft next to the deal, sets a task for the owner to read it, and logs what the sales lead decided.
~5h/mo

Step 5 of 5Hand it to the owner

  • Automation

    Saves the draft next to the deal, sets a task for the owner to read it, and logs what the sales lead decided.

    The draft always lands next to its deal, and the deal’s owner is the one told.

Reads
  • Documents
Writes
  • CRM

~5 hours a month back

Ends withA draft for the ownerIn your template and linked to the deal, for the rep or partner to read, edit and send.
Total~62h/mo

What changes

The draft opens on the client’s problem in their own words, with scope and price from your rate card. The sales lead sees only deals where budget and price don’t meet.

  • 3steps automated
  • 2steps for the agent
  • 1call kept with your team

Pick any step to see what happens there and why it sits in that lane.

What it could be worth

~62 hours a month back

$55,800 a year in time

For a firm writing about 30 proposals a month, at $75 an hour. We work out yours from your own volumes before you sign.

Let’s build your agent
What we customize with you

One proven agent, plugged into how you work.

Every team does this job a little differently, so we set these five with the people who do it today. We’ve done this in dozens of businesses, so we know where teams usually differ and ask about those first.

The agent

Same for every client
  • Follows the same proven steps
  • A person on every exception
  • Every decision logged
  • Tested on your past work first
  • Never sends a proposal to a client

  1. Your systems

    Where the work comes in, and where the result goes.

    For this agentCall transcripts and your CRM in, drafts into your documents tool.

  2. Your rules

    The limits and exceptions it works to.

    For this agentYour services, rate card, starting prices and standard terms.

  3. Your team

    Who signs off, and who covers when they’re away.

    For this agentThe sales lead for price calls, the deal owner for every read and send.

  4. Your channels

    Where your team hears from it.

    For this agentSlack or Teams to the owner, the draft linked on the deal.

  5. Your output

    What it hands back, in the format you already use.

    For this agentA proposal in your own template, ready for the owner to edit.

Quotes and the engagement letter that follows a yes are other agents in the catalog. Pricing strategy stays with your team.

What you get

The agent, and everything that keeps it working.

  • The agentRunning on your systems, under your rules.
  • The review screenWhere the exceptions land for your sales team and the sales lead.
  • Your rulebookYour limits, exceptions and who signs off, in one place, often for the first time.
  • A test reportYour past proposals, run through it and checked against the number.
  • The runbookHow it works, what to check, and what to do if it stops.
  • 30 days of tuningAfter it goes live, through a full month of your real proposals.
The number we agree

Days from a discovery call to a proposal the owner is happy to send. We measure it before we start, and again at day 30.

How we get there

Live in 3 to 6 weeks. About seven hours of your time.

We do the building. Your side: access, your last twenty proposals and the calls behind them, and a short weekly check-in.

  1. Before kickoff

    We send the access checklist.

    You, 2 hours. Access, an owner, and your last twenty proposals and the calls behind them.

  2. Weeks 1 to 2

    We connect your systems and set it up.

    You, 1 hour. Walk us through your rules.

  3. Weeks 2 to 4

    We test it on your past proposals.

    You, 1 hour. Review what it flagged.

  4. Weeks 3 to 6

    It runs beside your team, then goes live.

    You, 1¼ hours. Work from the review screen.

Then 30 days of tuning, with a short check-in each week, about two hours of yours. At day 30 we show you the number and hand everything over.

After it’s live

It keeps running whether or not we stay.

  • It runs in your accounts

    Your cloud, your systems, and an AI account in your name, billed by the provider at their rates.

  • Changes in the first 30 days are included

    A new rule, a changed limit, someone new signing off. That’s what tuning is for.

  • After that, your call

    Your team edits the rulebook, the care plan covers it, or a bigger change is quoted first.

Proposal generator was part of an agency build that collapsed twelve tools into one.

Questions

About this agent.

Does it make up case studies or numbers?
No. It uses only the case studies, prices and wording you’ve cleared, and leaves a gap for a person where it has nothing.
Who sends the proposal?
The rep or partner who owns the deal, after reading it. It never goes to a client on its own.
Our process isn’t quite like this. Will it still work?
That’s the usual case. The job looks the same in most businesses, but the details never do. We map how your team does it today, then set the rules, systems and approvals to match. That’s what most of the 3 to 6 weeks are for.
How do we agree the number?
Together, before any work starts. For this agent it’s the days from a discovery call to a proposal the owner is happy to send. We measure it before we start, and again at day 30.
What does it cost to run once it’s live?
Hosting and AI, paid straight to the providers, not through us. It usually runs 5x to 25x cheaper than doing the same work by hand, and we work out your figure from your real volumes before you sign.

Got a proposal your team already likes?

Tell us how your team handles proposals today. We’ll show you this agent on examples like yours, and whether it fits the fixed price.

Let’s build your agentBack to Sales & Marketing
New to Switchboard Agents? How it works, what’s included, and what it costs.
  • 3 to 6 weeksto live, then 30 days of tuning
  • $12,500fixed, per agent
  • Yours to keepno license fees
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