Proposal Generator

Generate client proposals from discovery call notes and company data.

This workflow analyzes call transcripts, extracts client needs, and generates customized proposals with pricing.

Use Case

Agencies and consultancies can reduce proposal writing time from hours to minutes by automating the extraction of client requirements and generation of tailored proposals.

Implementation

1import { relay } from "@relayplane/workflows";
2
3const result = await relay
4 .workflow("proposal-generator")
5
6 // Step 1: Extract client needs from call transcript
7 .step("extract-needs")
8 .with("anthropic:claude-3.5-sonnet")
9 .prompt(`Analyze this discovery call transcript and extract:
10- Client business goals
11- Pain points and challenges
12- Budget range mentioned
13- Timeline requirements
14- Success criteria
15
16Transcript: {{transcript}}`)
17
18 // Step 2: Generate pricing based on scope
19 .step("calculate-pricing")
20 .with("openai:gpt-4o")
21 .depends("extract-needs")
22 .prompt(`Based on these client needs, generate a pricing breakdown:
23{{extract-needs.output}}
24
25Use our standard rates:
26- Strategy: $200/hr
27- Design: $150/hr
28- Development: $175/hr
29
30Provide 3 tiers: Essential, Professional, Enterprise`)
31
32 // Step 3: Write the proposal
33 .step("write-proposal")
34 .with("anthropic:claude-3.5-sonnet")
35 .depends("extract-needs", "calculate-pricing")
36 .prompt(`Write a professional proposal document with:
37
381. Executive Summary
392. Understanding of Client Needs
403. Proposed Solution
414. Pricing & Timeline
425. Next Steps
43
44Client Needs: {{extract-needs.output}}
45Pricing: {{calculate-pricing.output}}
46
47Use professional, consultative tone.`)
48
49 .run({
50 transcript: callTranscript,
51 });
52
53console.log("Proposal:", result.steps["write-proposal"].output);

Expected Output

The workflow returns a complete proposal document with executive summary, solution overview, pricing tiers, timeline, and next steps - all customized to the client's specific needs.

Customization

  • Adjust hourly rates in the calculate-pricing prompt
  • Add a step to incorporate past project case studies
  • Include a final step to format as PDF using a template
  • Add competitor analysis step for differentiation
Time Saved: Reduces proposal creation from 3-4 hours to 15 minutes