Solution · Sales & revenue operations
Proposals and replies, drafted. Your team reviews and sends.
Your method, applied to every proposal, SOW and reply. The department captures your playbook and past winning proposals, reads the scoping call or incoming email, and drafts the response. A partner or rep reviews and sends.
Delivers
- Proposal and SOW first drafts
- Replies drafted to your method
- Approval queue before sending
Time to live4-6 weeks
Where it breaks
Your best methodology. Applied inconsistently.
Every proposal written from scratch, every reply a blank page. Your proven method is applied unevenly, and the knowledge behind your best proposals is trapped in a few senior people.
The fix
We capture your method and past work, and draft proposals and replies to that standard.
- Proposals and replies: Written from scratchReviewed from a draft
- Methodology consistency: VariesAligned to playbook every time
- Best practices: Locked in expertsAvailable to all reps
What we build
An agent is a stack.
3 capabilities working as one, built in your sales & revenue operations stack.
- Drafts from call transcripts and scoping notes
- Built from past proposals and SOW templates
- Scope, deliverables and assumptions laid out
- Pricing and terms left to your team
- Sales methodology extraction into knowledge base
- Incoming email context analysis
- Sales stage identification
- Methodology-aligned response generation
- Airtable approval queue
- Team review before sending
- CRM integration
- Response tracking
How it works
Analyze. Generate. Review.
- Step 01Capture your methodWe gather your playbook, past proposals and templates into the department's knowledge.
- Step 02The department draftsScoping calls and incoming emails read; proposals and replies drafted to your method.
- Step 03Your team reviews and sendsApproval queue before anything goes out. A review instead of a blank page.
Under the hood
Plugs into your stack.
Proposals & sales replies works inside the tools your team already uses, on infrastructure you own. Typically live in 4-6 weeks.
- Team Communication (Slack, Teams, or your tool)
- Spreadsheet/Database (Airtable, Google Sheets, or your tool)
- CRM Integration (HubSpot, Salesforce, or your system)
- Email Integration (Outlook, Gmail, or any SMTP)
- Runtime & Orchestration (Trinity by Ability AI)
Time to live4-6 weeks
Agents in Sales & revenue operations
Ready-made agents for this department.
Questions
Before you ask.
Can it draft proposals and SOWs?
Yes. It drafts from the scoping call, the client's brief and your past proposals, in your template. Pricing and commercial terms stay with your team, and nothing is sent without approval.
How does it capture our sales method?
We codify your best practices (tone, structure, objection handling) from your past successful proposals and emails plus your documented method. Every edit your team makes is kept for the next draft.
What if the draft is wrong?
You always review before sending. The department does the first draft; you refine and approve.
What results should we expect?
Senior people stop writing proposals from scratch and review drafts built from your own best work, so more opportunities get a timely, specific response. We agree the measures with you during the pilot.
What CRM systems does it integrate with?
HubSpot, Salesforce, and most CRMs via API. Email drafts delivered directly in your workflow.
Do we own the system?
Yes. You own the system. We build the infrastructure in your stack, hand over the keys, and you own it forever - no vendor lock-in.
Next step
Want this in your company?
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