Draft the proposal or quote the moment a discovery call ends
Revo turns the call transcript into a draft proposal. scope, pricing, timeline, drawn from your prior wins.
The proposal that goes out 24 hours after discovery wins. The one that goes out a week later loses. Revo turns the call into a draft within minutes.
What's in the draft
Scope mapped to what the prospect said matters, pricing pulled from your tiers and past similar wins, timeline grounded in your real capacity, exec summary up top.
What still needs you
Final price call (especially for premium prospects), strategic positioning, the cover-email tone. flagged for partner edit before sending.
- 1
Read the call
Revo extracts what the prospect said matters, what they pushed back on, what they signalled urgency on.
- 2
Pull the priors
Pricing template, past similar proposals, current capacity. so the draft is grounded in reality.
- 3
Draft the proposal
Scope, pricing, timeline, exec summary. matches the prospect's specifics.
- 4
Queue for review
The draft lands in your folder with a one-line summary of what's filled in and what still needs decisions.
Related actions
More tasks Revo can take off your plate.
Draft a retainer or fee agreement update without re-keying terms
When scope creeps or the matter shifts, Revo pulls the change from the client thread and drafts the retainer update with the new terms inline.
Draft a cease and desist from a client's complaint email
Revo turns the client's complaint into a cease and desist letter with the right legal basis, the demand, and the deadline. firm-tone, partner-ready.
Assemble the board pre-read 48 hours before the meeting
Revo pulls metrics, past decks, and team-submitted inputs into a board-ready pre-read. so the meeting actually drives decisions.
Draft the engagement letter the moment a consult ends
Revo turns the consult notes into a draft engagement letter. matter scope, fee structure, conflicts language. ready before the prospect leaves the office.
Draft the newsletter or client update from the week's wins
Revo pulls the week's wins, highlights, and shipped work into a draft newsletter. founder voice, ready to schedule.
Resolve flagged transactions a bookkeeper kicked up to the partner
Revo reads the flagged transaction, checks how similar ones were coded before, and proposes the answer with the reasoning.
Try this on your inbox
Free 7-day trial. Cancel anytime.