AgencyMetrica

Close More Deals. Spend Less Time Writing.

Turn meeting notes, call transcripts, client briefs, or a rough outline into polished, branded proposals. Reduce turnaround from days to hours. Built specifically for how agency teams actually work.

AI-Assisted Proposal Generation
Any input format
Branded output
Data enrichment
Human review
Implementation: 2 to 4 weeksOngoing support and maintenance includedDone-for-you: we build, embed and maintain it

The Proposal Bottleneck

For most agencies, proposal creation is a bottleneck hiding in plain sight. A single proposal can take 2 to 5 days: research, strategy, copywriting, formatting, and internal review. According to Proposify's 2024 State of Proposals report, the average proposal takes 34 hours to produce.

During busy periods, proposals get deprioritised in favour of active client work. Deals are lost because proposals arrive too late, or they go out rushed and lack the depth that wins confidence. Meanwhile, competitors using AI-assisted systems are responding in under four hours.

The cost is invisible but real: every slow proposal is a deal your faster competitor closes first.

A Proposal System That Accepts Any Input

We built our proposal generation system because agency teams do not work in neat, structured ways. After a prospect call, your team has scattered notes, a voice recording, maybe some scribbled points on a whiteboard. Turning that into a polished proposal is where the time goes.

Our system accepts whatever your team naturally produces, meeting notes, call transcripts, briefs, outlines, voice recordings, email chains, even photos of whiteboard notes, and generates a structured, branded first draft. The more input you provide, the better the output. But even a brief voice note can produce a solid draft your team refines and sends.

From Input to Proposal

Total time: 2 to 4 hours instead of 2 to 5 days.
  1. 1

    Capture

    After a prospect meeting, your team provides their notes, recording, or outline. No special format required. Drop it in and the system handles the rest.

  2. 2

    AI Draft Generation

    The system analyses your input, structures the proposal against your agency's template, and generates a comprehensive first draft, pulling in relevant data, case study references, and service descriptions from your library.

  3. 3

    Data Enrichment

    The draft is enriched with relevant industry data, competitive context, and platform-specific recommendations based on the services the prospect needs.

  4. 4

    Brand Formatting

    The proposal is formatted against your agency's brand template. Your logo, your colours, your typography, your layout. It looks like your team designed it because it is built on your design.

  5. 5

    Review and Send

    Your team reviews the draft, adds strategic nuance, makes adjustments, and sends. The AI handles 80% of the work. Your team handles the 20% that requires human judgment.

AI writes the draft. Your team makes it great.

01

A clear division of labour

We are clear about what AI does and does not do in the proposal process. The AI accelerates the process. Your team ensures the quality.

How the work splits

  • AI does: research, structuring, first-draft writing, data integration, formatting, and template application.
  • Your team does: strategic positioning, pricing decisions, creative angles, and final quality review.
  • Every proposal goes through human review before it reaches a prospect.
02

Track What Works

Our proposal system tracks engagement and outcomes, and over time learns from your winning proposals to improve its drafts based on what actually closes deals for your agency.

Proposal analytics

  • Open tracking: know when a prospect opens your proposal and how long they spend on each section.
  • Win/loss data: track which proposal approaches have the highest close rates.
  • Section performance: identify which sections prospects spend the most time reading.
  • Turnaround metrics: monitor how quickly you move from prospect call to sent proposal.

What agencies experience

8 hrs

proposal turnaround in our own agency, down from 72 hours (89% faster).

2 to 3x

more proposals sent per month.

Same-day

delivery vs. the 34-hour industry average (Proposify, 2024).

Senior time

freed from proposal writing and redirected to strategy and clients.

We don't just install it. We train your team to use it.

The best tool in the world is worthless if your team doesn't use it. Every implementation includes structured, hands-on training and ongoing adoption support.

Week 1

Discovery & Setup

We map your current workflows and configure the system to match how your agency actually works, not a rigid template.

Week 2

Team Training

Hands-on, interactive sessions with your whole team using real data. Not a one-hour webinar.

Week 3

Guided Launch

We go live alongside your team, catching configuration issues and answering questions in real time.

Week 4+

Optimise

We review performance data and refine the system based on how your team actually uses it.

Our benchmark: within 90 days, your team runs the system independently. We stay available, but you do not need us for day-to-day operations.

Built by an agency operator, for agency operators

Your fractional COO does not just recommend tools. He built this one.

David Taylor built these systems inside his own agency, Mindsheep Marketing, and tested them on real campaigns under real pressure. When his team trains your team, they are not reading from a script. They are sharing what they learned using it every day on real client work.

Read the Mindsheep Marketing case study

Is AI-Assisted Proposal Generation the right place for your agency to start?

Find out in 5 minutes. The assessment shows you which of our seven systems fit your agency, and what each would save you every week.