Proposal Drafting Drag
Turning messy discovery notes into structured SOW agreements takes 3–5 hours per deal, slowing sales velocity.
Professional Services & Consulting
Faster proposals & client onboarding—with partner sign-off on every deal.
Eliminate hours of manual discovery synthesis and document chasing. Managed AI agent loops enrich inbound leads, draft accurate Scope of Work (SOW) agreements, and guide new clients through onboarding with human approval.
The Bottleneck
Why B2B service firms get stuck in administrative drag.
Senior consultants and account directors spend up to 25% of their billable week writing routine proposals and chasing client onboarding questionnaires.
Onboarding Stalls
Clients take weeks to provide brand assets, login credentials, and accounting details, delaying project kickoffs.
Lead Research Friction
Sales reps waste time manually checking LinkedIn, company websites, and tech stacks before qualifying discovery calls.
Pre-Mapped Workflows
Digital ops roles designed for agencies, MSPs & consultancies.
Connected to HubSpot, Slack, Google Docs, and project boards with human-in-the-loop approvals.
Most Popular
Role 01
SOW Proposal Draft Generator
Triggers after sales discovery call
- Extracts client scope, deliverables, and timeline
- Populates branded SOW Google Doc or PandaDoc
- Calculates pricing based on your rate cards
- Queues in Mission Control for partner sign-off
Role 02
B2B Lead Enrichment Specialist
Triggers on inbound form submission
- Researches company headcount, revenue, and tech stack
- Scores lead fit against your Ideal Customer Profile
- Prepares executive briefing note for sales team
- Routes to appropriate account executive in HubSpot
Role 03
Client Onboarding Concierge
Triggers upon signed agreement
- Creates project workspace in Asana/ClickUp
- Sends intake questionnaire and asset checklist
- Monitors missing credentials and follows up politely
- Alerts delivery lead once 100% of prerequisites are ready
Case Study
Brightline Agency: 78% faster proposal turnaround.
How a 22-person growth consultancy eliminated onboarding stalls and shortened their sales cycle by 11 days.
Metric
Before Agents on Loop
With Managed Agent Loop
SOW Proposal Delivery
4.8 business days
22 hours average (78% faster)
Client Onboarding Kickoff
16 days average
4.5 days average (72% faster)
Partner Quality Sign-Off
Scattered Slack DMs
1-click authenticated approvals in Mission Control
FAQ
Frequently asked questions by practice leaders & founders.
Can the agent draft customized proposals, or just static templates?
Our agents synthesize custom discovery transcripts and notes directly into your firm's specific phrasing, deliverable matrices, and tiered fee structures. Partners always review and edit the draft before it goes to the client.
How is our client data protected?
All data is handled with enterprise zero-retention API endpoints. We never use your proprietary client information or rate sheets for AI model training.
How do we start a pilot?
Book a 15-minute audit call. We review your proposal or onboarding workflow, define the exact approval steps and success metric, and launch your First Workflow Pilot for a fixed $1,999 fee.
Ready to reclaim your team's billable hours?
Book a 15-minute workflow audit. We will map one operational loop and show you the exact payback timeline.