Score client fit and send the proposal out within minutes

Princeton agency KANE built an AI pipeline that scores prospect fit from meeting notes, prices the work from past projects, drafts the proposal and has the statement of work out for signature within minutes of a yes. Co-founder Michael Kazantzis said a process that took weeks now happens almost within minutes in a day.

How it works

Score prospect fit from meeting notes
Price the work from past projects
Draft the proposal
Send the statement of work out for signature within minutes of a yes

Why it’s worth knowing

Pricing, proposal and a signable statement of work come out of one pipeline minutes after a verbal yes.

Where it’s from

Summarized from a public post on unite.ai. See the original ↗

Upgraded prompt

A ready-to-use prompt for this idea, built from research on what makes AI agents do the job right: who the AI should be, the exact steps, and a check to make sure it was done the way you wanted.

1Who the AI should be

2The prompt, with the steps

3The check when it’s done

Upgraded prompts are coming soon.

Try next

WorkFind me 48 school-district customers and draft each pitch — one replied, booked and paid WorkClose a $10,000 sponsorship deal from my inbox in about four hours$10,000 WorkForemen file the daily log with a three-minute phone call, and the agent chases anyone who forgets30 min saved WorkAn agent now makes the promo posts for our 70 radio shows a month

Every idea is a real post from someone who tried it, summarized in our words, with a link to the original. App names are swapped for plain words.