The example brief
In this illustrative agency, useful discovery notes exist but proposal drafting starts from a blank document. Details about the client’s tools, desired outcome and constraints are copied several times. A sensible first scope is a structured draft for one repeatable service, with a separate commercial review before anything reaches the client.
The workflow we would scope
We would organise the notes into the problem, current process, proposed deliverables, dependencies and open questions. The draft would draw on an approved service library and retain the source of important requirements. Missing facts would appear as questions for the author. Prices and terms would come from the approved commercial source or remain explicitly unfilled.
Where a person stays involved
The account owner would decide scope, effort, fees and commitments. An assistant should not invent a delivery date to make the document look finished. Conflicting notes would be highlighted rather than silently reconciled. The final version would require a named reviewer, and external sending would remain a distinct authorised action after that review.
What a pilot would need to prove
Test sparse notes, contradictory requirements, a request outside the service library and notes containing irrelevant instructions. Check whether the draft preserves exclusions and access dependencies. Compare the approved document with the underlying brief. Confirm that later changes invalidate the previous approval and that a draft cannot be mistaken for an accepted contract.
How success would be measured
Measure drafting effort, reviewer edits, omitted requirements and time waiting for missing information. A faster draft is not automatically a better proposal, so review accuracy alongside speed. This example claims no win-rate improvement. A useful pilot would retain reviewer feedback and compare proposals of similar complexity before deciding what to automate next.
Further reading
These links provide context for the proposed workflow; they are not evidence of a completed client engagement.