Turn a brief into a proposal by the end of the call.
Patricia drafts the proposal from the brief, pulling your strongest case studies, the right scope and your pricing, so you send a sharp document the same day instead of losing the lead to a blank page. Then she chases the ones that go quiet.
📄 Vantage proposal drafted from your call notes and brief:
- Scope: paid social + creative, with the retainer tiers
- Pulled the two DTC case studies closest to their vertical
- Pricing from the standard rate card, ready for you to adjust
@Pati swap in the Marigold case study and send it over today.
Done. Marigold case study is in, the doc is polished and sent to the Vantage contact. I've set a reminder to follow up Thursday if they haven't opened it, and I'll nudge you to call if it goes quiet after that.
The old way
How agencies do this today.
The lead is hot on the call, and then the proposal takes four days because everyone is busy and nobody wants the blank page.
The proposal that killed the momentum
The prospect was ready on Tuesday, the proposal landed the next Monday, and by then they had three other quotes.
Reinventing the deck every time
The same scope, the same case studies, the same pricing, rebuilt from scratch for every pitch because nothing is reusable.
The proposal that went quiet
It was sent, it was good, and nobody followed up, so a signable deal just sat unsigned until it went cold.
Inside Patricia
What it looks like when she owns it.
Setup
Running in minutes, then it's hers.
Step 1
Add Patricia to Slack
She joins your workspace like any teammate. Two minutes, no engineering.
Step 2
Connect your docs and case studies
Google Docs for the proposal, Notion for your case studies, templates and rate card, so she builds from your best material.
Step 3
Give her the brief
Paste the call notes or the RFP. She drafts the scope, picks the closest case studies, and drops in your pricing.
Step 4
Send, and she chases
You polish and send. She tracks whether it is opened, follows up on your cadence, and flags when it is worth a call.
Proposals & pitches
What she takes off your plate.
Real behavior of the skill, not a feature list.
Drafts from the brief, not a blank page
Scope, deliverables and timeline built from the call notes or RFP, so you are sharpening a draft the same day instead of staring at nothing.
Reuses your best work
She pulls the case studies and results closest to the prospect's vertical, so every proposal leads with proof, not a generic pitch.
Drops in the right pricing
Your rate card and retainer tiers, ready for you to adjust, so the numbers are consistent and never invented on the spot.
Sends the same day
A polished document while the lead is still warm, so momentum from the call turns into a signable proposal, not a cold one next week.
Chases what goes quiet
She tracks opens, follows up on your cadence, and flags the sent-but-unsigned deals worth a call, so nothing signable sits cold.
No per-seat proposal tool
Proposals are one thing Patricia does, not a separate platform and a seat for every person who touches a pitch.
Say it like you'd say it
Things to ask her on day one.
Draft a proposal for Vantage from these call notes
Swap in the Marigold case study
Which proposals are sent but unsigned?
Follow up on the ones that went quiet this week
Build an RFP response from this brief
Keep going
One skill down. She has more.
Patricia's value compounds when the whole workflow lives with her, not just one job.
Patricia + Slack
Where the draft lands, where you approve it, and where she nudges you to follow up.
FAQ
Proposals & pitches, answered.
How good is the first draft?
Sharp enough to sharpen, not send blind. She builds the scope from your brief, picks the closest case studies and drops in your rate card, so you are editing a real proposal the same day, not writing one from scratch.
Does she use our own material?
Yes. She pulls your case studies, templates and pricing from Notion and Docs, so every proposal leads with your best proof and stays consistent, not generic.
Can she handle formal RFPs?
Yes. Paste the RFP and she drafts a structured response against its requirements, reusing the relevant work and pricing, ready for you to refine.
What about following up?
She tracks whether a sent proposal is opened, follows up on the cadence you set, and flags the ones worth a personal call, so a signable deal never goes cold from silence.
Is this all Patricia does?
No. Proposals are one job. The same teammate handles client reporting, meeting recaps, and the rest of the work agencies hand her, all in the same Slack.
One of the jobs agencies hand her. See more client management use cases or browse them all.
Everybody deserves a Patricia.
She handles the mess. You keep the clients. See what changes in your first week.
Pick a time that works for you. You get a live walkthrough of Patricia on real agency work, and every question answered.