Governed job foundation
Check live SharePoint information, allocate the correct job, create the agreed workspace and bring in approved templates and itinerary-linked source files.
Case study · Actual client implementation
From sales request
to delivery.
Work that could take days to assemble can now be prepared in minutes with AI. Sales Accelerator turns a detailed itinerary into the right Excel costing sheets and a structured PowerPoint proposal deck—cleaner, clearer and more consistent, with people retaining review and final approval.
Background
Complex proposals need continuity, not another disconnected tool.
A new opportunity begins with job setup and approved source files, but the work continues through a detailed budget, a customer proposal, review, final approval and delivery. The implementation keeps those stages connected around one trusted working record.
Excel costing from the itinerary
Read the detailed itinerary, identify the required activities and assemble the relevant approved Excel costing sheets so the team can review and complete a complex budget.
PowerPoint proposal assembly
Use the confirmed itinerary to select approved presentation content and automatically build the PowerPoint slide deck in the right sequence for review, refinement and final approval.
Delivery and ongoing client work
Pass the approved job, budget, proposal and working context into delivery, then continue using AI to support the team as client work progresses.
One connected workflow
Enquiry → Job setup → Detailed itinerary → Excel costing → PowerPoint proposal → Final approval → Delivery
The job-setup skill is the controlled first stage. From there, SharePoint holds the working record, Microsoft 365 Apps provide the Excel and PowerPoint documents, and ChatGPT Business helps interpret the itinerary, assemble the required material and carry the work forward without removing human judgement or approval.
Delivered outcomes
One connected path through the work.
The implementation reduces the breaks between sales preparation, document development and delivery. AI helps organise, review and progress the work; people remain accountable for commercial decisions, the final proposal and what is committed to the customer.
Continuity from sales to delivery
The approved opportunity, Excel costing, PowerPoint proposal and client context move forward with the work instead of being rebuilt at handover.
Trusted working sources
SharePoint and Microsoft 365 Apps remain the business foundation while AI works with the team’s approved information.
More consistent preparation
Detailed itineraries drive the selection of costing sheets and proposal content, supported by the same controls, templates and review points.
Ongoing AI support
The workflow continues beyond the proposal, helping the delivery team work with the established client context.
Where could a connected workflow improve your sales and delivery process?
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