Agencies
AI Agency Operations OS
Connects agency onboarding, delivery, reporting and knowledge into one system with shared client data and approval rules (no sales or proposal agents).
Agencies
AI Agency Proposal Agent
A discovery call turns into a client-ready pitch, complete with campaign scope, deliverables and retainer or project pricing.
After a good discovery call, the proposal is what keeps momentum, yet it often takes days of senior time to write. AI Agency Proposal Agent turns your call notes into a client-ready pitch: campaign scope, deliverables calendar, timeline and pricing from your own rate cards, in your agency's voice. A partner sharpens and sends every draft, so nothing goes out unchecked.
- Discovery notes turned into a full pitch draft
- Pricing drawn from your own rate cards and packages
- Partner approval before any proposal is sent
$5,500
20–30 working days
Optional maintenance $275/mo
What it is
AI Agency Proposal Agent turns discovery-call notes into a client-ready pitch, campaign scope, deliverables calendar, timeline and retainer-or-project pricing, written in your agency's voice for a partner to sharpen before it goes out. Pricing comes from your own rate cards and packages, never from guesswork.
Why businesses buy it
Proposals are where agencies win or lose new business, and they are usually written late at night by the people who should be doing client work. A slow proposal lets a prospect's enthusiasm fade, and a rushed one misprices the retainer. AI Agency Proposal Agent produces a structured, on-brand draft from your notes and rate cards, so partners spend their time on strategy and positioning. The Scope Card sets the output formats, the destination and the approval step before you buy, so there are no surprises.
Problems this solves
Discovery-call notes sit for days before becoming a pitch
The agent turns discovery-call notes into a client-ready pitch with campaign scope and a deliverables calendar. A partner sharpens the draft instead of starting from scratch.
Retainer and project prices are guessed differently each time
Pricing comes from your own rate cards and packages, never from guesswork. The draft shows retainer or project pricing for the partner to check. Clients see figures you stand behind.
Pitches lose your agency's voice when written in a rush
Drafts are written in your agency's voice, using your brand profile and up to 20 reference examples. Every pitch sounds like your agency, whoever wrote the notes.
Proposals promise deliverables without a realistic timeline
Each draft includes a deliverables calendar and timeline built from the notes. Drafts reach one agreed destination, such as your drive or inbox, for review.
A good fit if
An account lead sits down after every discovery call and rebuilds the same pitch shell, campaign objectives, deliverables, timeline and a rate card, mostly by hand.
Your agency already has a brand profile, pitch tone-of-voice guidance and a stack of 10 to 20 past pitches worth learning from.
You'd rather have campaign scope, a deliverables calendar and a retainer-or-project rate structure pre-filled from the call notes, leaving the account lead to sharpen the pitch rather than assemble it.
One generation pipeline, up to three output formats and a named reviewer checking every pitch before it's sent, fits how your agency signs off work today.
Not the right fit if
The gap in your pipeline sits earlier than pitch writing, you need leads qualified and discovery calls booked in the first place. See AI Agency Sales Agent.
You run consulting engagements and need statements of work with scope, timeline and pricing, not agency pitch decks. See AI Proposal System, the higher tier.
You sell outside agency work and need a general sales proposal from discovery notes. See AI Proposal Generator, the general version of this build.
The gap is on the delivery side, work already sold that needs coordinating, not new pitches drafted. See AI Delivery Agent.
A fourth output format or a second destination system is more than this build covers. Add a note at checkout and we quote it, or start from our Custom AI enquiry form.
How it works
- Call notes land in whatever shape they arrive, a recording transcript, a filled-in discovery sheet, or a few lines an account lead typed up right after the call.
- The build pulls in your brand profile and up to 20 past pitches, so a first draft already carries your agency's tone rather than reading like a stock template.
- A deliverables calendar and a rate structure, retainer or project, get built from your service-line pricing, so the numbers reflect how your agency actually prices work, not a generic hourly guess.
- Output lands in up to three formats, a client-ready PDF, a slide-based pitch deck, or a document set up for signature, whichever the opportunity calls for.
- Everything routes to wherever your team keeps live opportunities, a CRM record, a shared drive folder or an inbox, and sits there for the named reviewer to sharpen before a prospect ever sees it.
- Before go-live we run 25 sample pitches past you for sign-off, so the tone and pricing logic are proven on real briefs rather than guessed at on day one.
What you provide within 72 hours
Your portal lists these the moment you order. Delivery starts the working day after everything is in and your access is checked.
- A completed business information, or the go-ahead to reuse one already on file.
- Brand guidelines and a sense of your pitch tone, the language your agency actually uses.
- 10 to 20 past pitches or decks that represent the standard you want matched.
- A way in to wherever finished drafts should land, your CRM, a drive folder or an inbox.
- A starting list of the service lines or campaign types this should cover first.
- The name of whoever signs off on a draft before it reaches a prospect.
- Admin access and API keys for anything connected, handled through access you control, never over email.
- One decision-maker to approve the reference pitches and give the final sign-off at launch.
- An API key for your own AI model account (for example OpenAI or Google Gemini), created for this build with a spending limit.
The 72-hour rule. Send everything on your checklist, including access, within 72 hours of ordering so your build starts on time.
Timeline
Start
Intake confirmed, brand profile and reference pitches locked in.
Weeks 1–2
The pitch-generation pipeline built around your service lines and rate structures.
Week 3
Your destination system connected and sign-off routing set up.
Weeks 3–4
25 sample pitches produced for you to review.
Week 4
Your review, with two rounds of changes.
Go-live
Live, with a written handover report and support beginning.
| Option | Delivery time | Price |
|---|---|---|
| Standard | 20–30 working days | $5,500 |
| Express | 15–25 working days | $6,450 |
| Rush | 10–20 working days | $7,450 |
What you receive at handover
- The AI Agency Proposal Agent, configured and deployed to your environment
- Prompt and guardrail settings using your rate cards, packages and up to 20 reference examples
- One generation pipeline with up to three output formats
- Delivery to one agreed destination, such as your drive or inbox
- A test report covering 25 sample outputs reviewed and approved by you
- An admin guide, the written handover report and 30 days of post-launch support
Expected benefits and how to measure them
- Can shorten the gap between discovery and pitch
- Helps pricing stay in line with your rate cards
- Makes each pitch include a clear calendar and timeline
- Days from discovery call to pitch
- Compare call and send dates in your CRM for a quarter before launch with a quarter after.
- Partner hours per pitch
- Log partner time on a few pitches before launch and a few after.
- Pitch win rate
- Compare won pitches against pitches sent for the quarters before and after launch.
Before you start: Record average pitch turnaround and partner hours spent on a typical pitch.
These are things to track, not promised results. Outcomes depend on your data, your team and your market.
Running costs
The build itself is a one-time cost. Keeping it running afterward runs roughly $20–150 a month in your own accounts, in AI model or media-generation usage, moving with how many pitches you're producing.
AI usage during the build and testing phase is billed the same way, straight to your accounts, so every provider relationship stays yours. Nothing routes through us.
Ask about running costsCustom requirements
If you need something outside the Scope Card, add a note at checkout. You get a written Change Quote, and that work only starts once you accept it. Your original order runs on its normal timeline either way. Larger or bespoke projects go through the Custom AI request form instead.
Request a custom versionKeep it running
We recommend monthly maintenance for this build. It covers monitoring, fixes and a monthly allowance of change hours, enough for a new reference pitch, an updated rate card or a refreshed deck template. It kicks in once the 30 days of included support end, bills monthly, and can be dropped any month.
$275/mo (5% of the build price a month, includes 2 change hours)
Optional. Starts after the post-launch support period. Cancel any month.
How maintenance worksHow this compares
| Do it yourself with a SaaS tool | Hire a custom agency | Upmark Labs | |
|---|---|---|---|
| Price | A deck-building tool bills every seat whether a pitch ships that month or not | A freelance strategist charges per deck | Ours is one fixed price, shown on this page before you buy |
| Scope | A deck-building tool hands you an empty template to fill in yourself | Scope shifts with whoever is free to write it | Ours is written on the Scope Card before purchase |
| Brand voice | A deck-building tool defaults to its own stock layout and tone | Voice depends on which writer picks it up | Ours learns from your brand profile and past pitches |
| Delivery | Sign-up takes minutes, teaching it your pricing model does not | Typically several weeks before a first draft appears | Ours has a fixed delivery time shown before you buy, with faster options |
Questions about this product
How much does AI Agency Proposal Agent cost?
The one-time build price is shown in the price and delivery panel on this page, next to each delivery speed. Once your Scope Card is signed off, that price holds, covering the pitch pipeline, up to three output formats, your brand profile and the 25 sample pitches we run with you before you go live.
How is AI Agency Proposal Agent different from AI Agency Sales Agent?
Proposal Agent picks up after the discovery call, turning notes into campaign scope, a deliverables calendar and pricing. AI Agency Sales Agent sits earlier in the funnel, qualifying inbound enquiries and getting that discovery call onto the calendar in the first place. Run together, Sales Agent hands qualified conversations straight to Proposal Agent.
Can AI Agency Proposal Agent send a pitch straight to a prospect?
No, and that is deliberate. Every draft lands wherever your team stores live opportunities, a CRM record, a drive folder or an inbox, for the named reviewer to sharpen first. That is also why 25 sample pitches are reviewed with you before launch, rather than trusting a first attempt straight from the model.
How much does AI Agency Proposal Agent cost to run each month?
Expect roughly $20 to $150 a month in your own accounts, mostly AI model usage, and the figure tracks how many pitches you put out. You pay providers directly, with no markup from us. The build itself is a one-time price, shown with each delivery speed in the price and delivery panel on this page.
How long does AI Agency Proposal Agent take to launch?
The price and delivery panel on this page shows the time for each speed, faster options included, counted from the day your intake is complete and access is verified. Most of that time goes into tuning the pitch logic against your own past proposals and rate cards, not writing code.
What do we need to hand over for AI Agency Proposal Agent?
Your brand guidelines and tone-of-voice notes, 10 to 20 past pitches worth learning from, access to wherever drafts should land, and the name of whoever signs off before a pitch goes out. Any admin access or API keys for connected systems are shared by adding our team as a user or creating a key you control, never sent over email.
Can we add a new pitch format to AI Agency Proposal Agent down the line?
Small tweaks, another past pitch to learn from, an updated rate card, fit inside the monthly change hours that come with maintenance. Going past three output formats is a bigger piece of work and gets scoped as a written Change Quote first, delivered.
Stop rebuilding the same pitch deck from zero every time.
What's above is the scope you get, in writing, before you pay.
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