Proposals done by the time you leave the meeting
No more writing them up at 9pm. AI turns your client conversation into a draft proposal and follow-up, ready before you've driven home.
4-8
hours saved
every week
<5min
spent sending meeting
follow-ups
0
late nights rewriting notes
Solves...
For small business owners without a sales team, the gap between a promising meeting and a sent proposal is where deals go quiet.
X Proposals written at 9pm after a full day's work
X Deals going cold in the days it takes to follow up
X Rewriting meeting notes from memory
You get...
✓ Auto-generated proposal draft, follow-up email + client folder after each meeting
✓ Full setup and integration with your existing tools: Google Workspace or Microsoft 365
✓ 2 × 30-minute onboarding support calls
✓ Live within 1 - 2 weeks
WHAT'S INCLUDED
Everything you need
to go live
AI automation built for your business
Google Workspace or Microsoft 365 integration
2 × onboarding support calls (30 min each)
Secure and suitable for sensitive client information
Ongoing support available at an hourly rate
Client Meeting to Proposal
One-time setup. Yours to keep. Runs automatically from day one.
$1,950
AUD + GST : per seat
TECHNICAL REQUIREMENTS
-
Google Business Suite or Microsoft 365 with Copilot
-
Suitable for businesses handling sensitive client information
-
Hosting: Australian-based platform (AU$29/month) or your own arrangement
Not sure if you qualify? Get in touch and we'll let you know before you spend a cent.
AFTER YOU PURCHASE
What happens next
48h
We book your discovery call
Within 48 hours of purchase, we'll reach out to schedule a short call to understand your workflow, tools, and how you currently run meetings.
Wk1
We build and configure your system
We set up the automation around your existing setup — no disruption to how you work. You don't need to do anything technical.
Live
We test it together and hand it over
We walk you through the system live, make sure it's working exactly right, and hand over in your onboarding calls. Typically live within 1–2 weeks.
WHO THIS IS FOR
This is for you if...
You're a consultant, trades professional, or service provider who wins work through relationships
You want follow-ups sent while you're still in the car park
You regularly have great client conversations that take days to become proposals
You're a small sales team or don't have a sales team at all
You're already using Google Workspace or Microsoft 365
You want to grow without adding more to your plate