SOLUTION / SALES
Lead to Proposal
Turn an incoming enquiry into a qualified CRM record, a meeting brief and a proposal draft.
- 01An enquiry arrives
- 02Input validated
- 03Business rules checked
- 04Human approval
- 05A reviewed proposal draft
01 / THE PROBLEM
The opportunity is in your inbox. The context is everywhere else.
An enquiry arrives. Before anyone can respond properly, someone has to find the account, understand the request, check what is missing and assemble a useful draft.
- Context is copied between email, CRM and proposal documents.
- Incomplete enquiries move forward without an owner or a next question.
- Salespeople spend preparation time reconstructing information the company already has.
02 / THE WORKFLOW
Follow the work, step by step.
- 01 / Rules & calculations
Enquiry received
Shared inbox
- 02 / Rules & calculations
Input validated
Validation rules
- 03 / AI-assisted
Request understood
Structured extraction
- 04 / Rules & calculations
CRM context matched
CRM
- 05 / Rules & calculations
Business rules checked
Qualification rules
- 06 / AI-assisted
Response & brief drafted
Drafting step
- 07 / Human approval
Human approval
Sales Manager
- 08 / Rules & calculations
CRM updated
CRM
Illustrative workflow from the synthetic demonstration. Your sources, systems and acceptance criteria are agreed during scope.
Your team owns pricing, terms and the decision to send.
03 / INPUTS & OUTPUTS
Connect the context. Keep the evidence.
Typical systems
An approved inbox, CRM and knowledge source are the usual starting point. Microsoft 365, Google Workspace, HubSpot, Salesforce or a custom CRM are considered only where interfaces, licences and permissions allow the agreed workflow.
What the team receives
- A structured enquiry and qualification record.
- CRM context with gaps and next questions made visible.
- A response draft, meeting brief or proposal draft ready for review.
04 / ACCEPTANCE
Measure a useful change.
SUGGESTED SUCCESS METRIC
Time from enquiry to reviewed proposal
Record preparation time for a representative set of enquiries, then compare like-for-like cases after launch. Track missing CRM fields and rework alongside time; a faster inaccurate proposal is not an improvement.
A measurement plan, not a customer result or savings guarantee.
Outside the authority of this workflow
Automatically committing prices, accepting contractual terms or sending consequential proposals without the agreed authority.
How we design the boundaries05 / QUESTIONS
Before you start.
Does the workflow decide our prices?
No. Pricing rules can be represented explicitly, but commercial judgement and commitment remain with your authorised team. The demo prepares a draft; it does not send a binding proposal.
What happens if an enquiry is incomplete?
The workflow records the gap and routes it to an owner or prepares a clarification request. It should not fill a missing business fact with an invented answer.