Proposal Specialist

What it does every day

Research every account and contact before outreach
Personalize and send multi-touch sequences
Log every interaction in your CRM automatically
Flag deals that need a human in the loop

How deployment works

1 · Connect
We connect the Proposal Specialist to the systems this workflow already lives in, no rip-and-replace.
2 · Learn
It learns your playbook, voice, and rules from real examples your team approves.
3 · Run
It drafts tailored proposals and pricing documents in minutes, not days: daily, with human-in-the-loop controls where you want them.
4 · Measure
Outcomes are tracked against one goal: proposals out same-day.

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Works with your tools

HubSpot / Salesforce / Close
Apollo / Clay
LinkedIn Sales Navigator
Gmail / Outlook

Part of these AI teams

AI Sales Team →
Pipeline is inconsistent and leads slip through the cracks.

Not sure where this fits?

Book a discovery call and we’ll map your workflows to the right specialists.