Start with a defined trigger
A commercial owner marks a reviewed requirements brief ready for proposal preparation.
Approved brief-to-proposal draft
This is a proposed workflow pattern. We confirm data access, permissions, integration options and review ownership with your team before implementation.
Do not invent pricing, references or delivery guarantees. Confirm who can authorize a commercial commitment.
A commercial owner marks a reviewed requirements brief ready for proposal preparation.
Collect approved scope, deliverables, responsibilities, pricing inputs and applicable proposal standards.
Draft the proposal with clear outcomes, assumptions, dependencies and acceptance criteria, marking any missing commercial decision.
Technical and commercial owners verify feasibility, fees and commitments before the proposal is issued.
Save the approved version and preserve its relationship to the source brief and subsequent changes.
Measure unsupported promises, omitted dependencies, review cycles and time to an approved offer.
Keep the input, relevant context, review decision and final result connected. When a reviewer corrects something, use that evidence to improve the instructions or integration, then validate the change against representative cases.
The workflow stays centered on your business. The engagement determines who learns, implements and operates it.
Start with AI workflow training and the Factory Line source package. Workshop support is available when you need feedback.
Explore the $2,500 package ↗Get everything in DIY, three months of workshops, weekly team sessions and direct implementation coaching.
Explore guided implementation ↗Include all the learning and guidance, with ownership of agreed operations and major implementation decisions.
Explore managed delivery ↗Bring a process, a bottleneck, or an idea. We'll help you decide what to automate, what to keep under human review, and where to begin.