Illustrative use case · Sales & Proposals
AI Sales Agent From Prospect Research to Proposal and Follow-Up
An agent that prepares the research, briefs, proposals and follow-ups, so your salespeople spend more of their week selling.
The Business and the Problem
The business
An illustrative $30 million B2B manufacturer with 12 salespeople who respond to RFPs and prepare custom proposals every week.
The problem
- Salespeople research prospects and prepare meeting briefs by hand.
- Old proposals and approved answers are hard to find.
- RFP questions are answered from scratch or chased around the business.
- CRM updates are skipped or done late.
What it costs
Selling time is lost to preparation and administration, responses to prospects are slower, and proposals vary in quality.
What Agentic Resources Builds
A sales agent connected to your CRM, proposal library, product information and email, drafting work for salespeople to review and send.
Research
Researches prospects and reviews CRM history.
Prepare meetings
Prepares meeting briefs and suggested discovery questions.
Capture outcomes
Summarizes meetings and updates CRM records.
Draft documents
Drafts follow-ups and proposals from approved content.
Handle RFPs
Classifies RFP questions, retrieves approved answers and routes specialist questions to the right person.
Track next steps
Monitors agreed next actions and reminds owners.
How It Works
Opportunity created
A new lead or RFP arrives in the CRM.
Research prepared
The agent builds a prospect brief.
Meeting supported
Briefing notes and questions are ready before the call.
Notes captured
The meeting is summarized and CRM updated.
Proposal drafted
A first draft is assembled from approved content.
Salesperson approves
The salesperson edits, approves and sends.
Where People Stay in Control
Pricing and discounts
Pricing is always set or approved by your team.
Client-facing content
Nothing is sent to a prospect without a salesperson approving it.
Specialist answers
Technical and legal questions go to the right expert.
Approved content only
Drafts use your approved library, with sources shown.
Potential Results
Faster proposals
First drafts of proposals and RFP responses in hours rather than days.
More selling time
About four hours a week back for each salesperson (modeled).
Better CRM accuracy
Meetings and next steps captured consistently.
More consistent proposals
Approved content reused across the team.
Potential Financial Value
Illustrative model, not a client result. Figures are assumptions for a business like the one described above. Your own figures come from the measured baseline in our readiness diagnostic.
| Source of value | Modeled assumption | Annual value |
|---|---|---|
| Salesperson time | 12 salespeople; 4 hours a week saved each; 46 working weeks; $60 per hour loaded cost | $132,480 |
| Additional wins | 3 additional deals a year from faster responses; $25,000 gross margin each | $75,000 |
| Potential annual value (illustrative) | $207,480 | |
Technology
Have a Process Like This in Your Business?
Tell us how it works today. We can help identify what can be automated, what should remain under human control and where the financial return may be greatest.