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Planned agent · SalesPlanned

Proposal & Scope Agent

Discovery notes in, a first proposal scope out — drafted from the proposals you've already won, ready for your approval.

Proposal & Scope Agent1 scope draft per opportunity

Example request

New opportunity: B2B SaaS client wants a brand refresh plus a six-month demand-gen retainer. Discovery notes attached. Draft a first scope and pricing skeleton from our won proposals in the same range.

Outcomes

  • A first scope draft per opportunity — objectives, deliverables, and phases — instead of a blank slide.
  • Senior people review and sharpen a draft instead of rebuilding decks from scratch.
  • A pricing skeleton patterned on comparable won proposals — leadership sets the final number.

Use case

Founders, new-business leads, and account directors at agencies who scope new opportunities.

Example request

New opportunity: B2B SaaS client wants a brand refresh plus a six-month demand-gen retainer. Discovery notes attached. Draft a first scope and pricing skeleton from our won proposals in the same range.

Inputs

Discovery notesService askLibrary of won proposalsPricing rules

Outcomes

  • A first scope draft per opportunity — objectives, deliverables, and phases — instead of a blank slide.
  • Senior people review and sharpen a draft instead of rebuilding decks from scratch.
  • A pricing skeleton patterned on comparable won proposals — leadership sets the final number.

Pricing

€250/month · €990 onboarding (waived at 12 mo.) · Token usage by consumption

Workflow

  1. 01

    Read the opportunity

    The agent takes your discovery notes and service ask and pulls the closest matches from your library of won proposals.

  2. 02

    Draft the scope

    It assembles objectives, deliverables, phases, assumptions, and a pricing skeleton into one first draft inside the tools you already use.

  3. 03

    Leadership approves

    Leadership owns the final price and promise — they edit, set the number, and approve before anything reaches the client.

FAQ

Does the agent set our prices?

No. It drafts a pricing skeleton patterned on comparable won proposals so you don't start from zero. Leadership reviews it and sets the final number.

Where does the content come from, and are our past proposals kept confidential?

It draws only from the won proposals you approve for it — your own material, nothing from other clients of ours or the open web. Everything runs on Brixon-managed keys and stays secure.

Can it send a proposal to the client?

No. The agent only produces an internal first draft. It never sends anything — your team edits, leadership approves, and a person delivers the final proposal.