Problem
Agencies lose deals when proposals take days and vary in quality. Small agencies especially struggle with the time investment required for custom proposals, often losing to faster competitors or delivering rushed, generic responses that don't win business.
What exists today
We've built the core infrastructure:
- Branded subdomain with custom agency branding
- Document ingestion pipeline for past proposals and company assets
- AI-powered proposal workflow with automated clause checking
- Integration with common pricing models and service catalogs
- Basic client brief analysis and requirements extraction
The system currently handles simple proposal generation with 2 pilot agencies seeing 60% time savings on proposal creation.
What's next
To scale this into a full product offering:
- CRM integration with HubSpot, Pipedrive, and Salesforce for seamless lead management
- Dynamic pricing rules based on project scope, client tier, and historical data
- Multi-package quoting for tiered service offerings
- Approval workflows for team review before client delivery
- Advanced analytics on proposal success rates and optimization suggestions
Ideal partner
Perfect for:
- Agency networks managing 10+ member agencies
- MSPs with high proposal volume (50+ monthly)
- Marketing platforms looking to add proposal functionality
- Business development consultants serving SMB agencies
We're particularly interested in partners who understand the agency sales cycle and have existing relationships with the target market.
Timeline & milestones
- Month 1: CRM mapping and data flow architecture
- Month 2: Pricing rules engine and multi-package quoting
- Month 3: Launch with 5 pilot partners and feedback integration
- Month 4: Scale to 25+ agencies with full partner onboarding
The domain and core technology are ready—we need the right partner to bring this to market.