Turn a discovery call into a proposal by the end of the day.
Patricia drafts the proposal from your discovery notes, pulling the right scope, the case studies closest to the prospect's industry, and pricing from your rate card, so you send a sharp document the same day instead of losing the account to a blank page. Then she chases the ones that go quiet.
📄 Orbit proposal drafted from your discovery notes:
- Scope and timeline built from what they asked for on the call
- Pulled the two case studies closest to their industry
- Pricing from your rate card, ready for you to adjust
@Pati swap in the Vela case study and send it over today.
Done. Vela case study is in, the doc is polished and sent to the Orbit 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 prospect is hot on the call, and then the proposal takes four days because everyone is also delivering for the clients you already have.
The proposal that killed the momentum
The prospect was ready on Tuesday, your proposal landed the next Monday, and by then they had quotes from two other agencies.
Reinventing the doc every time
The same scope, the same case studies, the same rate card, 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 retainer just sat unsigned until it went cold.
Inside Patricia
What it looks like when she owns it.
Setup
Set up with you in 20 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 client work.
Step 3
Give her the call
Paste the discovery notes or the RFP. She drafts the scope, picks the closest case studies, and drops in your rate card.
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 & quotes
What she takes off your plate.
Real behavior of the skill, not a feature list.
Drafts from the call, not a blank page
Scope, deliverables and timeline built from your discovery notes or the RFP, so you are sharpening a draft the same day instead of staring at nothing.
Reuses your best client work
She pulls the case studies and results closest to the prospect's industry, so every proposal leads with proof from a comparable account, 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 prospect 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 proposals 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 everyone who touches new business.
Say it like you'd say it
Things to ask her on day one.
Draft a proposal for Orbit from these discovery notes
Swap in the Vela case study
Which proposals are sent but unsigned?
Follow up on the ones that went quiet this week
Draft a quote for the retainer we scoped on the call
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 & quotes, answered.
How good is the first draft?
Sharp enough to sharpen, not send blind. She builds the scope from your discovery notes, 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 client work 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 retainer never goes cold from silence.
Does anything reach the prospect without me?
No. She drafts it and posts it for your yes. Everything that sends waits for a named person to approve it, so the document a prospect reads is one you signed off.
Is this all Patricia does?
No. Proposals are one job. The same teammate handles client onboarding, call recaps, invoice chasing, and the rest of the work your agency hands her, all in the same Slack.
One of the jobs teams hand her. See more client work use cases or browse them all.
Everybody deserves a Patricia.
She handles the work your team never gets to. You build the company. See what changes in your first week.