A consulting firm produced ten customised proposals a month. Each proposal took two working days, and the senior profile who managed the sales pipeline could not devote time to providing the service — the only activity that generated direct revenue. What was needed was to separate what required human judgement from what could be automated.
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The situation
- 2 working days for every customised proposal — 10 proposals a month
- The senior profile who managed sales could not go back to providing consulting
- Consistent customisation for each type of intervention — hard to standardise without losing quality
02 / 04
Standardising discovery
- Structured script of questions for the preliminary call with the potential customer
- Uniform collection of information regardless of who runs the call — with automatic transcription from the audio recording
03 / 04
Proposal automation portal
- Browser portal to enter the discovery answers — the AI automatically generates the presentation by mapping the problems onto the available services
- The resulting package can be edited directly in the portal before it is sent to the customer
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Automatic formal proposal
- A second AI script produces the formal proposal from a structured template — changes only in the variable sections
- Complete discovery → presentation → proposal process: on average 2 hours, 4 at most in the most complex cases
The results
- -94%time per proposal (from 2 days to 2 hours)
- +16 daysa month given back to providing consulting
- +10%revenue in the year of the intervention