Check requests, surface missing proof, chase decisions. Every one is ready to run, and you can adjust it in plain language.
Frame new business emails with subjects tied to each prospect.
Choose from three subject lines grounded in your draft and recipient's role, with complete emails ready for review.
Turn discovery recaps into proposals for new client work.
Your business proposal starts with your call recap and lands in your proposal workspace as a draft with the pricing you approved.
Build prospect proposals from approved service estimates.
Get a business proposal in your company template, with the service team's agreed scope and costs ready for your review.
Turn approved pitches into first emails for prospective clients.
Your campaign queue gains tailored first email drafts for contacts who fit your buyer profile, with weak openings flagged for review.
Start new client conversations from approved introductions.
Warm introductions get a personal first email in their original conversation, and you see the exact message or why it was held.
Send approved new-client agreements to the named signer.
Your client gets the agreement to sign, and you get the request link and send confirmation on the project.
Draft proposals for new client work from deal requirements.
Your client proposal starts as a draft in your chosen template, with the buyer's needs and approved prices ready for your review.
Draft first emails for new business contacts from account notes.
Your reps get a tailored first email draft and a clear reason to reach out, ready to review on the prospect's contact.
Turn discovery notes into a proposal for a new client.
Get a business proposal draft shaped by your team's sample, with current costs and a link to review.
Update opening emails to match the revised prospecting pitch.
Your cold outreach emails reflect the revised pitch before launch, with specific reasons for contacting each audience ready for review.
Draft new client proposals from agreed project terms.
Get a proposal draft tailored to your prospect and based on your business proposal template. Review the terms before sharing it.
Turn updated prospect needs into a proposal ready for review.
Get a business proposal draft in your company’s format, with costs and open questions ready for your review.