What it does: Monitors the specific sites and portals your team uses and compiles one-page briefs with a compliance matrix. Runs daily or bi-weekly.
What you get: Ranked fit, red flags, next actions, and owners.
Typical lift: More “ready-to-pursue” items and fewer last-minute scrambles.
What it does: Converts key emails into structured intel, tasks, contacts, and deals in your CRM.
What you get: Rules for auto-logging from COs, primes, partners, and portals.
Typical lift: Lost-in-inbox opportunities drop to near zero; follow-through improves.
What it does: Generates proposal artifacts (compliance matrix, pricing template shell, opportunity breakdown, outline) and a first draft for human review.
What you get: Faster color reviews and consistent structure across bids.
Typical lift: First-draft time ↓ ~70%; compliance gaps caught earlier.
What it does: Automations tailored to your approvals, handoffs, repositories, and reporting.
What you get: Fewer manual steps, clearer ownership, predictable cycle time.
Process mapping, tool inventory, security scope, KPI targets.
Stand up Opportunity Scanner and Inbox → CRM on a pilot team. Draft Proposal Bot templates.
Roll to priority users, connect repositories, train the team, tune rules.
Tighten prompts, thresholds, and reports. Lock SLAs and owners.
↓ ~70%
+10–20/mo (scanner)
+6–12/quarter via clean handoffs
near zero (email-to-CRM rules)
trending down within 60–90 days
Two programs, aligned incentives, and a capacity guardrail to protect quality.
Membership fee + success commission aligned to outcomes.
Custom quote based on scope.
10-month guarantee. Details provided during the meeting.
We onboard up to 5 clients per quarter to protect quality.
No. It makes your team faster, more consistent, and more compliant.
Yes. We support Salesforce, HubSpot, Pipedrive, SharePoint, Google Drive, Box, and more.
We maintain for the first phase. We can train your admins or stay on retainer.
Proposal Bot accelerates first drafts and artifacts. Humans own strategy, pricing, and final narrative.
Surface improvements within 2–4 weeks; submission speed gains within 60–90 days; first award timelines depend on capture and fit.
