The Challenge

Service-based businesses spend significant time creating custom proposals and statements of work. Manual proposal creation typically takes 3-4 hours per document, consuming senior team members' time that should be spent on client relationships and closing deals.

For most service providers, each proposal requires:

When teams send 20+ proposals per month, senior team members can spend 60+ hours monthly on manual proposal creation—time that could be spent on higher-value activities like strategy, relationship building, and deal closing.

The Math: Why This Matters

3 hrs
to write one proposal
20
proposals per month
60 hrs
spent on proposals monthly
$5,000+
in labor cost per month

For a team with 25 members earning $60,000 annually ($28.85/hour), 200+ hours of proposal time monthly equals roughly $5,770 in monthly labor costs—money that could be invested in business development, client relationships, or growth initiatives.

The Solution

7Lift.ai has developed and refined an AI-powered proposal generation system that reduces proposal creation time to 30 minutes while maintaining full customization and quality. The AI agent:

Extracts client information automatically from your CRM and project history

Analyzes client needs and project context to recommend appropriate services and scope

Generates customized service descriptions, deliverables, and timelines in professional language

Creates pricing scenarios and resource allocation tables for different engagement options

Outputs fully formatted, branded proposals ready for final review and client delivery

The Result: Proposal creation time drops from 3+ hours to 30 minutes. If your team sends 20 proposals monthly, you save 50+ hours per month—equivalent to $1,442 to $5,770 in monthly labor costs depending on team size and salary structure.

Our Rollout Methodology

1

Discovery

We'll analyze your recent proposals to identify patterns, review your proposal workflow with your team, and interview key team members about where time is spent and what takes the most effort.

2

Pilot Build

We'll create the AI agent with your proposal templates, integrate it with your CRM and other data sources, and test it with historical client scenarios to refine accuracy and quality before wider rollout.

3

Team Training

We'll train your team on how to use the system—inputting requirements, reviewing AI-generated content, and making customizations—so they can operate it independently from day one.

4

Controlled Rollout

We'll deploy to a pilot group first, monitor quality and gather feedback, then expand to your full team over a few weeks as confidence and proficiency grow.

5

Continuous Refinement

We'll support ongoing improvements based on your team's real-world usage, add templates for your specific service offerings, and integrate additional data sources as needed.

Measurable Outcomes

30 min
new proposal time (from 3+ hours)
50+ hrs
saved per month per team
$5,770
monthly labor cost savings
35%
more proposals sent monthly

Beyond Time Savings—More Proposals, More Contracts:

  • Volume advantage: With 50+ hours freed each month, teams can send 35% more proposals—directly increasing the number of deal opportunities
  • Faster response times: Responding to RFPs and client requests in hours instead of days increases the likelihood prospects will choose your firm
  • Consistent professionalism: Every proposal reflects your brand standards and best practices—no rushed, inconsistent deliverables
  • Lower barrier to new team members: New account managers can generate professional proposals with minimal training, accelerating onboarding

How Your Business Can Adapt This Pattern

This AI proposal generation approach works well for any business that creates customized documents based on client needs and internal data. Common applications include:

The key requirements are structured data about clients and offerings, clear templates or patterns in your current documents, and willingness to review AI-generated content before sending.

Interested in Similar Proposal Automation?

Schedule a strategy call to discuss how AI can streamline your proposal creation process.

Book Your AI Strategy Call