Proposal Builder

Sales proposals are generic, boilerplate documents that don't reflect what buyers actually care about or their research signals. Building a genuinely personalized proposal from scratch takes 3-5 hours of an AE's time, often based on assumptions rather than real buying signals.

Step 1: Agent queries G2's buyer intent platform via G2 MCP to pull prospect research activity, categories they've researched, intensity, and competitor consideration set. Step 2: Agent enriches intent data with firmographic context (company size, industry, growth stage) to identify 2-3 primary value drivers specific to the account. Step 3: Agent generates full proposal with Executive Summary anchored to prospect's known priorities, Business Problem framed in buyer's language, Recommended Solution mapping G2 capabilities to their use cases, ROI & Value Framing tied to their segment, Implementation Overview, and Proposed Next Steps. Step 4: Agent flags sections based on real data vs. assumptions so AE can verify before sending and generates companion email introducing the proposal.

Cuts proposal creation time from 3-5 hours to under 15 minutes. Proposals anchored to real buyer intent signals improve relevance and response rates. AEs report higher champion engagement when proposals reference prospect's actual G2 research activity. Scales personalization across full pipeline.

ROI projections must be framed as ranges tied to peer benchmarks with clear sourcing — "companies of your size and in your category typically see X to Y" — rather than specific dollar figures extrapolated from averages. Specific projections lack defensibility and invite prospect pushback when the math cannot be verified against their actual data.

Proposal length must be capped at 4 pages maximum. Early iterations generated 8-10 pages of detailed content, but engagement dropped sharply after page 2. Tighter constraints force prioritization of the most critical sections: Executive Summary, Business Problem, Recommended Solution, and Proposed Next Steps.

Relies on accurate G2 MCP data availability and prospect having sufficient research activity in G2 platform to pull meaningful signals. Requires AE review to verify assumptions and add context before sending.