Structured job setup
New opportunities begin with consistent naming, numbering and a verified SharePoint workspace—without duplicate records.
Sales Accelerator · Managed AI workflow
Complex proposals.
A clearer path.
Complex proposal work can consume hours across job setup, itineraries, costing and presentation preparation. A managed AI workflow connects those steps and turns human hours into AI-assisted minutes—without removing human judgement.
Connect your environment to AI · Build in human checkpoints · Create consistency across the team · Adapt the process to the person and need
Enquiry↓SharePoint job↓Itinerary + costing↓Proposal review
01Approved business sources
02Human confirmation
03Repeatable delivery
04Adaptable workflows
From enquiry to proposal
Turn a multi-step process into one guided workflow.
Preparing an event proposal can involve job folders, itineraries, costing templates, presentation assets and multiple checks. AI coordinates those moving parts while keeping the team in control.
Itinerary understanding
Natural-language itineraries are organised into days, activities and options, then presented for confirmation.
Approved costing sources
Activities are matched only to governed cost-sheet templates. Unclear items are surfaced for a person to resolve.
Proposal assembly
Confirmed activities are mapped to approved presentation content and placed in the correct sequence.
One connected workflow
Job setup → Itinerary → Cost sheets → Proposal
Each stage checks the current SharePoint workspace, recognises existing work and proposes the next action. The workflow can pause, resume or reconcile a revised itinerary without relying on a previous conversation as its source of truth.
01Job setup
02Itinerary
03Cost sheets
04Proposal
05Human approval
Customer perspective
“Seeing how powerful this is—and knowing my team can spend more time with the client instead of doing the grunt work behind the scenes—is incredible. AI pulls together everything we need.”
Rob · Director / Founder
Why AI?
Because sales work rarely arrives in a standard format.
AI provides the flexible layer needed to understand the request while a governed workflow supplies the rules, approved sources and confirmation points.
Move faster
Reduce manual effort in setting up jobs, locating approved material and assembling proposals.
Work consistently
Apply the same process, naming rules and source controls across every opportunity.
Reduce rework
Recognise existing files, reconcile changes and avoid silent overwrites or duplication.
Keep control
Place human confirmation wherever business judgement matters.
Clear boundary
The implementation covers job setup, approved cost-sheet retrieval and sales-proposal assembly. Budget creation remains outside the implemented workflow. Production changes require human confirmation and verification.
See how AI can leverage your business.
Improve your proposal workflow