CUSTOM AI AGENTS · Sales & business development
Proposal writeras part of your team.
Structure the proposal. Adapt the scope. Flag pricing or commitments for approval.
Explore this agent for my team ↗01 · THE WORK, STEP BY STEP
How the task moves forward.
We organize research, proposals and follow-up around your sales process so the team can approach each opportunity prepared.
- 01
Structure the proposal
Organizes needs, scope, deliverables and terms in your proposal template.
- 02
Adapt the scope
Uses the approved catalog to tailor the proposal to the assignment.
- 03
Flag pricing or commitments for approval
Flags discounts, deadlines or commitments requiring team confirmation.
02 · ILLUSTRATIVE EXAMPLE
A situation that may feel familiar.
An installation company prepares proposals from a site survey.
Illustrative scenario, not a customer case study or measured results.
GmailExampleCapture the brief and its conditions.
HubSpotExampleRecord the received conditions without adding commercial terms that were not agreed.
Atlas · Conditions received
| Field | Value |
|---|---|
| Service | Operating diagnosis |
| Phases | 3 |
| Stated budget | 3.200 € |
| Scope and deadlines | Awaiting validation |
HubSpotExampleKeep the references and distinguish confirmed data from pending items.
Atlas · Draft proposal
Subject matter
Operational assessment organized in three phases, with a stated budget of €3,200.
Before sending
Define activities, deliverables, phase durations and tax treatment with the sales owner.
GmailExampleExplain the result and what is still pending.
03 · YOUR WAY OF WORKING
Fits the business you already have.
Context and tools
We start with your current documents, systems and channels. We assess feasible connections and define the permissions required for this specific task.
Improves with your feedback
Approved corrections are incorporated into instructions, examples or knowledge sources. We review changes before expanding the agent’s scope.
A clear way to evaluate
We agree on a representative sample and measure review time, errors, exceptions and output quality against the current workflow. Feasibility is decided using that evidence.
04 · COMMON QUESTIONS
Before getting started.
What information does this agent need?
Client needs, catalog and approved pricing. We review quality, currency and access before connecting the workflow. You do not need to replace all your tools to begin.
What will my team receive?
Commercial draft with reviewable scope and terms. We agree on the format and delivery channel during setup, together with cases that need review.
Which decisions remain with people?
Pricing, terms, outbound contact and commercial commitments follow agreed approvals.
Can it coordinate with other agents?
Yes. We define what this agent hands to the next one and who handles exceptions. It can interact through Slack, WhatsApp, email or Microsoft Teams, depending on the integration and permissions we configure.
INDUSTRY APPLICATIONS
Where it could fit.
RELATED AGENTS
A team that works together.
Lead researcher
Company brief with sources and fit rationale.
See tasks and example ↗Sales & business developmentCRM assistant
Reviewable CRM changes and follow-up tasks.
See tasks and example ↗Sales & business developmentRFP analyst
Compliance matrix and documentation checklist.
See tasks and example ↗START WITH ONE TASK
How would this fit your business?
Tell us how you do it today. We will define the scope, tools and controls with you.