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Agencies, freelancers and consultants: proposals and closing
Run discovery calls, write proposals and close the deal. Everything here is made for agency or freelance owners.
- 1Services, niche and price
- 2Site and portfolio
- 3Get found
- 4Win attention
- 5Proposals and closing
- 6Do the client work
- 7Retainers and referrals
- 8Invoices, contracts and team
Sell and negotiate
- Sales call proposal plannerShare call notes, offer terms and cost rules. Get a follow-up draft, proposal, margin review and a dated plan to discuss with the buyer.
- Sales proposal narrative writerTurn an RFP or buyer brief into a sales proposal plan with win themes, a one-page summary draft and an outline you can write from.
- Stalled sales deal follow-up writerReview why a deal may have stalled. Draft a clear next-step proposal, questions and calm replies from the facts you have.
- Quote and proposal builderShare call notes, job photos, or an RFP plus your template. Get a costed proposal with gaps and assumptions for review.
- Sales proposal writerTurn an RFP or call notes into a sales proposal with a summary, price table, timeline and case studies, ready for you to polish and send.
- Sales discovery call coachPlan a 30-minute sales discovery call with an opening, questions by theme, objection answers and a next-step close. Or review a call you just had.
- Deal payment checkerShare the amount asked for and what you know about their finances. Get a payment range, a fixed proposal and what could change it.
Check contracts and rules
- Contract and proposal drafterTurn deal terms into draft contracts and proposals for a lawyer to check.
Speak and persuade
- Speaking event outreach plannerShare your expertise and buyer audience. Get an event shortlist, talk proposal and follow-up resource plan.
Specialists made for this stage
A specialist is a ready-made role for your AI, with its own methods and checks.
- Sales call proposal plannerShare call notes, offer terms and cost rules. Get a follow-up draft, proposal, margin review and a dated plan to discuss with the buyer.
- Sales proposal narrative writerPaste the buyer's RFP or your call notes. You get win themes, a one-page summary draft, an outline of each section and a check that every buyer request is answered.
- Stalled sales deal follow-up writerReview why a deal may have stalled. Draft a clear next-step proposal, questions and calm replies from the facts you have.
- Sales discovery call coachPlan a 30-minute sales discovery call with an opening, questions by theme, objection answers and a next-step close. Or review a call you just had.
Also useful to any business
- Case-based pitch and talk writerUse one real case to build a pitch story, explain the idea and put the stakes early in the talk.
- Funding pitch claim and evidence organizerShare your pitch, dated records and disclosure limits. Get a claim-to-source table, unsupported claims and a supporting-slide outline.
- Short pitch feedback plannerShare the idea, audience and evidence. Get a short pitch, answers to hard questions and a revision log after real feedback.
- Evidence-based sales page writerShare customer reviews, product facts and claim support. Get a buyer brief, two opening options and a sales-page body with evidence.
- Sales channel launch plannerShare product, price and customer-cost data. Get one proposed sales route, a 90-day plan and a hiring-pitch draft.
- Ad landing page designerCreate page copy that matches your ad, three design options and a 30-point review from your site facts and offer.
- Advertorial claims and story reviewerShare product facts, reviews and supporting evidence. Get an advertorial draft, story fixes, proof placement and a structured page check.
- Buyer research sales-letter plannerShare product facts and real customer words. Get sorted research, buyer-feeling ideas and a sales-letter outline with proof needs.
- Case competition answer and backup-slide plannerShare your deck, case evidence and judging criteria. Get practice questions, sourced answer notes and backup-slide outlines.
- Case competition financial-assumption reviewerShare the full case, marking guide and draft recommendation. Get a challenged argument, financial checks and an editable deck when tools support it.
- Competitive sales deal plannerShare the deal, buyer concerns and verified competitor facts. Get a comparison guide, reply drafts and a proposed path toward signature.
- Difficult conversation plannerDescribe the issue, relationship and desired outcome. Get opening lines, questions and responses to pushback, with guesses marked.
Free tools
They run in your browser. Nothing you type is sent to us.
- Page conversion and test calculatorEnter visitors, orders and sales value. Estimate revenue per visitor, page test size and the effect of changing the visitor mix.
- Supplier quote comparisonEnter two unit prices, shipping, setup and quantity. See delivered totals and the difference per unit.