Concept · A smart home installer
Proposal and presentation generator
A step-by-step tool that turns a product selection into a priced proposal and a matching presentation: choose a template, products and customer, set the project details, then preview or download.
A working concept built for a prospective client, shown with sample data.
What it does
- Product catalogue and customer list
- Proposal templates by job type
- Presentation built from the same product selection
- Dashboard of proposals sent and won
The brief
What it was designed to change
Before
- Hours spent creating, tracking and reviewing proposals and presentations by hand
With the tool
- A proposal and its matching presentation generated from one product selection
What success looks like
- Proposals out the same day, in the house format
- One dashboard of proposals sent and won
What changed for the team
The team picks products and a customer; the documents are assembled for them.
Where it goes next
A concept built after a discovery call. The full build would connect the database, Google Docs, Google Slides and Notion.
Related work and customer stories
Concept A marketing agency Lead capture and follow-up for a marketing agency Two Make scenarios built as a proposal. A form submission sends a personal welcome email with a booking link, adds or updates the lead in Airtable, posts to Slack and opens a Trello card. If no call is booked within 48 hours, a second scenario sends a follow-up and marks the lead. 
T 
Concept A B2B team with leads arriving from several sources Multi-agent lead qualification One agent with five sub-agents in sequence: parse the inbound lead, score it against the ideal customer profile, create the record in Airtable and alert Slack for hot leads, draft a personal follow-up email, and log every step with its reasoning. 
Concept A speaker bureau managing talent, events and venues Speaker bureau operations tool An internal tool for a speaker agency: talent portal, speaker database, events, clients, venues, finance with payables, and an AI assistant that answers questions about bookings and schedules follow-ups. Something similar
Want one like this for your team?
We start with a $500 Automation Audit, credited to the build, and set one fixed price from there.
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