Modules · Module 5 of 12

Proposals & contracts. From the call to the signature.

Scope, proposal, SoW, pilot, pitch and redline review, in your own template and saved to the account's folder.

11 commands

Every command

Type it as written or in your own words, in English or Slovenian. Anything that would leave your machine is a draft until you say send.

scope brief from the meeting with Acme
An internal scope brief from what was said in the meeting.
shape the deal for Acme
The scope strategist sizes and shapes the deal before the proposal.
draft the proposal for Acme
The proposal end to end: scope, document in your Drive, cover mail drafted.
prepare the SoW for Acme
The statement of work, always in English.
prepare a POC for Acme
A proof-of-concept scope with success criteria.
workshop proposal for Acme
A workshop design and its proposal.
customer pitch for Acme
Brief to pitch deck to interactive demo.
red-team the proposal for Acme
Where the proposal is thin, before the client finds it.
SoW signed for Acme
Sent, signed, then the project opened from it.
review their redlines
A clause-by-clause review against your positions.
expiring contracts
Signed contracts, their terms and the renewals coming up.

Nothing new to install. These are tools your agent already has or connects once; the commands use them on your side, never ours.

Local database11 of 11 commands
Where your records live when you have no CRM: a SQLite file on your machine that your agent creates.
CRM connector9 of 11 commands
HubSpot, Pipedrive, ClickUp or Salesforce through your agent's own connector. Without one, the local database stands in.
Mail5 of 11 commands
Gmail or Outlook, connected in your agent. Drafts wait there until you say send.
Meeting recorder1 of 11 commands
Krisp, Plaud, Fireflies or another recorder your agent can read transcripts from.

Also used

Paste one line into your agent, sign in by email and say “set me up”. The sentences on this page work from then on, in English or Slovenian.