How It Works

1. 01

   Call Notes Input & Analysis

   Rep uploads call transcript, notes, or audio recording immediately after discovery call. AI parses transcript for: prospect's pain points, company size, budget hints, decision timeline, technical requirements, and stakeholder names/roles mentioned. Extracts key context into structured fields.

2. 02

   AI Proposal Document Generation

   AI generates a professional proposal document (8–12 pages, Word/PDF format): Executive Summary (2 paras, prospect's goals + recommended solution), Problem Statement (their pain points, referenced verbatim from call), Proposed Solution (architecture/approach, 2–3 implementation phases), Pricing/Investment, ROI projection (if budget numbers shared), and Next Steps. Design matches brand template.

3. 03

   Personalised Proposal Email

   AI writes cover email (150–200 words) addressing proposal to each stakeholder mentioned (e.g., 'Hi Sarah [CFO], within this proposal you'll find the ROI projection you asked about: 3.2× payback within 18 months'). Includes call-to-action: 'Reply with any questions-happy to clarify. Aiming to make a decision by [date based on their timeline].'

4. 04

   Timed Multi-Touch Follow-up

   Day 3: Email asking if they've reviewed proposal, offering to answer questions. Day 5: WhatsApp message with 2-min video walkthrough of proposal highlights. Day 8: Email addressing top 3 objections (stalled deals often cite 'need more info' or 'budget concern'). Day 12: Voice call offering to sync with full stakeholder team for final questions.

5. 05

   Decision Tracking & Escalation

   AI monitors for decision signals: proposal re-opened (positive engagement), objections raised in replies (handled by AI with pre-written responses, or escalated to rep), or silence >10 days (AI flags for rep to step in). Once deal closes/loses, AI logs reason in CRM for future reference.