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Consulting / AI & automation / Case study

Sales Proposal Intelligence System

Project details

Services

AI strategyKnowledge architectureApplication development

Technology

AI searchKnowledge retrievalDraft generation

Challenge

A consulting firm received dozens of inbound opportunities every month. Partners spent hours reviewing discovery notes, past proposals, client requirements, and pricing documents before creating each proposal. The problem wasn't writing proposals. It was finding and synthesizing information scattered across years of documents.

Solution

We built an internal AI-powered knowledge system that searches previous proposals, case studies, pricing models, and client notes to generate a structured first draft tailored to each opportunity.

Impact

Faster proposal turnaround
Consistent quality
Less time spent searching internal knowledge

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