Proposals
A business development team struggled with slow proposal turnaround times. Writing proposals from scratch took 1–2 days, often causing delays in following up with prospects.
Proposal Generation Agent: Automating proposal generation post discovery call
The Problem:
A business development team struggled with slow proposal turnaround times. Writing proposals from scratch took 1–2 days, often causing delays in following up with prospects.
The Solution:
We built a Proposal Agent:
Custom GPT trained on company templates + pricing sheets
Integrated with Make.com to pull call notes directly from HubSpot
Generated a first-draft proposal in minutes, ready for rep review
The Results:
Proposal turnaround dropped from 48 hours → 2 hours
Faster follow-up = higher client confidence
Close rates increased as prospects received proposals while interest was high
BD team saved ~6 hours/week collectively
The System Behind It:
The GPT became the team’s first draft writer. Reps simply reviewed, personalized, and sent, ensuring speed without sacrificing quality.
➡️ Want proposals written while you sleep? Let’s talk.
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Our services
At Innovagent AI, we help businesses implement AI-driven sales and marketing workflows that enable smarter prospecting and business growth without sacrificing the personal touch.