From 20 minutes to 2 minutes per proposal at a financial advisory firm
A financial advisory firm with 110 clients spent 20 minutes putting together each commercial proposal after every meeting. We built the agent that has it ready from the transcript. Now it's 2 minutes of review.
From 20 minutes of manual entry to 2 minutes of review.
The problem
Every proposal started with a video call and meant twenty minutes of manual data entry before it could be sent. With the risk of errors, and losing the client's momentum between the meeting and the proposal.
What we built
The entire capture and qualification process automated, through to the proposal. An agent takes the meeting transcript, detects which services fit, calculates the package and leaves the proposal ready. Calibrated on 136 of their real proposals.
How we did it
We read 136 proposals they'd already sent to understand which services fitted which type of client, and at what prices.
We wrote the qualification skill with their head of sales, so the whole team applied the same judgement instead of everyone using their own.
We built the agent that takes the meeting transcript, detects which services fit, calculates the package and leaves the proposal ready.
We added the panel for the founders and the entire capture process, from the lead coming in to the proposal being sent.
The result
- From 20 minutes of manual entry to 2 minutes of review
- From meeting to ready proposal in under ten minutes
- The team advises instead of typing
Other cases
What can we do for you?
Half an hour on a call and we'll tell you what could work at your company, what it would save you and where we'd start. If we don't see a fit, we'll say so right there.