Respond to a scope or price question on an existing proposal
Revo opens the original proposal, reads the question, and drafts the answer with the right scope language and the right price tied to it.
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Scope creep starts in the email after the proposal goes out. Revo catches it the moment it shows up and keeps the price honest.
What Revo checks
The original proposal scope, the firm's pricing tiers, similar prior proposals. so the reply is consistent with how you've sold before.
How it ties scope to price
If the ask is in scope, the reply confirms. If it's outside, Revo proposes the change with the price impact called out. no silent absorption.
- 1
Pull the proposal
Revo opens the latest version of the proposal from the CRM or proposal tool.
- 2
Match the question to scope
In-scope, expansion, or change. classified before drafting.
- 3
Draft the reply
Confirms or proposes change with price impact. owner-voiced, partner-reviewable.
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Related actions
More tasks Revo can take off your plate.
Draft a proactive renewal conversation
Pull usage trends, support volume, and prior QBR notes, then draft the warm renewal opener that anticipates the customer's questions.
Draft the follow-up after a discovery call
Recap the call, restate the prospect's priorities, attach the right collateral, and propose the next step. minutes after the call ends.
Schedule a candidate interview across the panel, end to end
Revo finds slots that work for the candidate and the interviewers, sends the invite, and drafts the prep packet.
Thank and update the CPA or attorney who referred the client
Revo finds the referral source, drafts a warm thank-you, and keeps them looped at engagement and tax-season completion.
Respond to a peer attorney asking for a referral
Revo checks your capacity, your practice fit, and your conflicts in seconds. then drafts a reply that takes the matter or makes the right hand-off.
Respond to a customer renewal question
Revo pulls the contract, usage, and pricing context, then drafts a clear answer that protects the renewal.
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