Lead-to-proposal engine
Reduce the time between a new inquiry and a qualified, proposal-ready lead, without adding another coordinator.
The manual version
- Someone reads every inquiry and retypes the details into a spreadsheet or CRM
- Half the inquiries are missing the date, headcount or budget, so there's a slow back-and-forth
- The team gets briefed in scattered chat messages
- Proposals are rebuilt by copying last month's and editing by hand
- Follow-ups depend on someone remembering
The redesigned workflow
Steps marked with a diamond stay with your team.
- Inquiry arrives by website form or email
- Company, event type, date, guest count, budget, location and services are pulled out
- Gaps are flagged and the lead is sorted by fit and size
- Your CRM record is created or updated
- Missing-information questions are drafted
- An internal brief and a proposal starter are written from your past work
- Someone on your team reviews and sends
- Follow-up tasks are scheduled automatically
Try the first step
Paste an inquiry the way it would land in your inbox and watch the details come out.
Inquiry email
Edit the text or paste your own. It runs in your browser with simple rules, and nothing is sent or saved. Client systems use AI and connect to your own tools.
Pick a sample or paste an inquiry, then run the workflow.
You'll see the steps a coordinator usually does by hand: pulling out the details, spotting what's missing, drafting the reply and briefing the team.
What's included
- Intake from your website form and inbox
- Field extraction and missing-detail checks
- Lead categories that match how you price work
- CRM integration
- Reply drafts and internal brief templates
- Proposal starter built from your past proposals
- Follow-up scheduling
- Documentation and handoff
What we measure
- Time from inquiry to first reply
- Time from inquiry to proposal sent
- Manual minutes per inquiry
- Inquiries with no follow-up
What stays human
- Approving every reply before it's sent
- Pricing and final proposal terms
- Deciding which leads to decline
Common questions
Typically delivered as a Quick Win Automation (from $2,500) or as part of an Operations Sprint. See pricing.
Does it send emails on its own?
Not unless you want it to. By default, every reply and proposal waits for a person on your team to review and send it.
Which CRM does it work with?
We work with the CRM or spreadsheet you already use where possible. We confirm what's possible with your stack during the Workflow Blueprint.
What if an inquiry is unusual?
Unclear or unusual inquiries are flagged for a person instead of being forced into a category.
Do we need lots of past proposals?
A handful of good examples is enough for a useful proposal starter. More examples make it better over time.