Engagement scoping and proposal creation turns a discovery conversation into a signed contract, but it depends on manual handoffs between coordinators, consultants, and engagement leads.
An automated version converts call notes directly into a scope summary, fee structure, and branded proposal, then routes it for internal review and client signature. Once signed, the engagement is logged and the delivery team is notified without anyone chasing the paperwork.
The full workflow, from trigger to completion.
A new inquiry or qualified discovery call is logged, starting the workflow.
Automatically offers and books available slots with the prospect.
Consultant holds the call and adds raw notes to the shared record.
The automation turns call notes into a scope summary, fee structure, and full proposal draft.
The finished proposal is formatted and sent out for e-signature automatically.
If the calculated fee falls outside the standard range, the engagement lead reviews it before sending.
The automation tracks signature status, sends reminders, and logs the signed engagement once closed.
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A visual process map, automation spec, delivery timelines, and everything needed to build it, customized to your workflow and tools.
Custom pricing, ROI projection, and payback timeline based on your actual process, not industry averages.
Your build plan stays in your workspace with no expiry. Move forward whenever the timing is right.
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