AI-Agents for Consultants in Request Intake working with Zoom
Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
Draft and Send Proposals
Turn prospect needs into scoped engagement proposals.
Your prospects receive branded business proposals based on their emails and the pricing rules you set.
Works with
5 tools
5 tools
Draft Business Proposal
Draft client engagement proposals from call notes and agreed fees.
Your business proposal starts with your call recap and lands in your proposal workspace as a draft with the pricing you approved.
Works with
10 tools
10 tools
Draft Business Proposal
Prepare an engagement proposal from client needs and approved fees.
Get a business proposal draft shaped by your team's sample, with current costs and a link to review.
Works with
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