Workflow · proposals
Turn a good conversation into a proposal people can approve.
A proposal workflow keeps the client’s stated need, the firm’s method and the commercial boundary together while the document is still easy to correct.
For owner-led firms whose proposals depend on a partner’s judgement and are rebuilt from scratch too often.
The proposal loses the conversation.
Notes capture the request, a template supplies the structure and the commercial decision arrives late. The workflow makes the reasoning visible before polished language hides the open questions.
Illustrative output · proposal spine
Client need: reduce partner time spent qualifying retained search briefs Working outcome: a reviewed intake workflow for the first call Method: map the current call, define qualification rules, test on five briefs Evidence needed: sample briefs, approval owner, conflict policy Open decision: who may move a qualified brief to proposal? Draft fee language: “Final scope and fee follow the assessment findings.” Review: partner confirms promise, exclusions and commercial terms
01
Problem
A proposal sounds polished before the firm has agreed what it is willing to own.
02
Input → source
Call notes, approved offer language, scope references and client documents are linked to their origin.
03
Rule
State the outcome, evidence, exclusions and decision owner before choosing persuasive language.
04
Draft
The workflow prepares the proposal spine, open decisions and a first draft for the partner.
05
Human review
The owner checks promise, price, feasibility, conflicts and any language that could be read as a guarantee.
06
Action + log
The approved proposal is sent by the firm, and the final scope plus decision is logged for delivery.
Inputs can begin with a proposal template, CRM notes, approved case material and a shared drive. A document is drafted for review; sending and commercial approval stay with the firm.
A draft is not an agreement.
- Included: proposal structure, evidence mapping, scope questions, draft language and handoff notes.
- Excluded: legal advice, binding price decisions, unsupported guarantees and sending without approval.
Start with a useful question about the work.
A free assessment with Baibot helps you identify where work gets stuck. A paid assessment with Loïc gives you ranked opportunities, a scoped first build and a written recommendation.