Client
Service
AI Automation
Tools
Glide
Timeline
Website
Problem
Scoping projects after sales calls was taking up to 5 hours — compiling transcripts, requirements docs, and reference materials before even starting to write.
Solution
Built an AI tool that takes all call notes, requirements, and references and generates a formatted project scope ready for review. Applied a custom pricing formula and finalized in 30–45 minutes.
Result
Proposal creation cut from 5 hours to under an hour. Fewer missed requirements. Faster turnaround and higher close rates.
CTA Under Projects
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