Digital marketing agency — Professional services
Shortening the path from enquiry to proposal
Each proposal took days because it was written from scratch. We automated the draft and kept the judgement with people.
- Year
- 2024
- Industry
- Professional services
01Challenge
Leads arrived through several channels, and by the time somebody had a free afternoon to write a proposal, a portion had already gone cold. Proposal content also varied noticeably between team members.
02Analysis
- 01Dead timeThe average gap between enquiry and proposal was four working days, most of it waiting for someone to start writing.
- 02Repeating partsAbout sixty percent of every proposal was identical across all of them; only the solution and pricing sections differed.
03Solution architecture
01 — Solution architecture
Intake
- Site form
- Direct referral
02 — Solution architecture
Qualification
- Lead scoring
- Data enrichment
- Owner assignment
03 — Solution architecture
Draft
- Template selection
- Solution section generation
- Initial pricing
04 — Solution architecture
Approval
- Human review
- Send
- Automatic follow-up
04Results
- Time to send a proposal4 working daysunder 1 day
- Structural consistencyvaried per personone shared template
- Leads with no follow-upscattered casesautomatic follow-up
Toolsn8nClaude APICRMGoogle Docs API
Next step
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