Send the Proposal Before the Call Goes Cold
A proposal drafted from the call you just finished, using the language of the ones you already closed.
It runs in the systems you already have
-
Granola -
Google Drive -
Salesforce -
Slack -
Google Calendar
Proposal Generation, once it is built.
You ask in your own words. It does the work in the systems that already hold it, and tells you what it changed.
Draft the proposal from this morning's call with Harbourline.
Drafted from the transcript and the three closest closes in your history:
- Scope — matched to the Ellery and Voss engagements
- Pricing — your standard bands, flagged where this one differs
- Language — pulled from the two they said yes to fastest
Ready to edit. Nothing goes out until you send it.
Connect, describe, run.
The same three steps whatever the process is.
- 01
Connect
The agent is wired into the systems the work already lives in. Nothing moves and nobody learns a new tool.
- 02
Build
The rules are described rather than drawn, in the words you already use to make the call.
- 03
Run
It runs on its own and hands back the decisions that need a person. The handover is designed, not left over.
More of the work this frees up.
Inbound Lead Triage
Every inbound read the moment it arrives, ranked by what it is worth, with the rest already moving.
Go to use casePublic Records Lead Sourcing
Maturing loans pulled out of the public record overnight, scored against what closed for you last year.
Go to use caseLead Scoring and Enrichment
Public signal, referral path and deal shape, weighed against your criteria rather than a vendor's tier.
Go to use case
Questions