A client proposal drafted from your scope sheet and template, held for review. This skill is in the Sales and CRM category at risk tier R1, drafts for a person. A person is designed to decide at step 4. It is on request as of 4 Nov 2026, with no measured run yet.

How it works

The steps

1
Read the scope sheet and your template.
2
Fill in scope, pricing and terms.
3
Check the figures against your rate card.
4
A person reviews and sends it.Designed: a person decides here.

Detail

What it needs and where it stops

What it needs from you

Scope sheet
Proposal template
Rate card

What it needs connected

Nothing. You give it the material and it works on that.

Risk tier R1: Drafts for a person

Designed to prepare a draft, with nothing sent until a person acts. Where a person is designed to decide: A person reviews and sends it. These approval steps describe how an entry is designed. Whether a deployment enforces them depends on how it is set up with you, and no run has been measured yet.

Status and what is not claimed

It is on request as of 4 Nov 2026: a catalogue entry we set up with you. No run of it has been measured yet, and nothing here claims it installs, syncs or streams on its own today.

India

GST.

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CRM contact cleanup

Names, phones and emails tidied, and duplicate contacts listed for merging.

Risk: R2 Acts after approval
Needs: Contact list
A person: is designed to decide at step 4

On request, as of 4 Nov 2026.

How it works

Read the contact list.
Standardise names, phone numbers and emails.
Find likely duplicate contacts.
A person approves each merge.

Needs from you: Contact list.

What it needs connected: CRM export file.

Where a person is designed to decide: A person approves each merge.

These approval steps describe how an entry is designed. Whether a deployment enforces them depends on how it is set up with you, and no run has been measured yet.

India: WhatsApp, DPDP.

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New enquiries sorted by fit, with a suggested next step for each.

Risk: R1 Drafts for a person
Needs: New enquiries
A person: is designed to decide at step 4

On request, as of 4 Nov 2026.

How it works

Read each new enquiry.
Score it against the buyer you want.
Suggest the next step and who should take it.
A person decides which leads to pursue.

Needs from you: New enquiries; A short description of your best-fit customer.

What it needs connected: Enquiry inbox or form.

Where a person is designed to decide: A person decides which leads to pursue.

These approval steps describe how an entry is designed. Whether a deployment enforces them depends on how it is set up with you, and no run has been measured yet.

India: WhatsApp, Hindi and regional.

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Lead source report

A report of which sources brought leads and which turned into deals.

Risk: R0 Reads and reports
Needs: Lead and deal records
A person: has no approval step by design

On request, as of 4 Nov 2026.

How it works

Read the leads and deals.
Group them by source.
Write the report with the clearest differences first.

Needs from you: Lead and deal records.

What it needs connected: CRM export file.

Where a person is designed to decide: It is designed only to read and report, so it has no approval step.

These approval steps describe how an entry is designed. Whether a deployment enforces them depends on how it is set up with you, and no run has been measured yet.

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Want this set up?

Apply for the invite-only beta. A person reads every application.

Apply for the beta

Proposal builder

CRM contact cleanup

Lead qualification

Lead source report