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AI agent for independent consultants

Proposal and Statement of Work Draft Agent

A clear, consistent proposal where scope, deliverables and price all line up

WritingCreatingIT and development
See how it worksGet access
Proposal and Statement of Work Draft Agent: what goes in, what the agent does and what you get

What it does

A clear proposal protects both consultant and client, but writing one is slow and scope often stays fuzzy, which causes disputes later. This agent drafts the proposal from the agreed findings and objectives: scope, deliverables, approach, timeline, assumptions, exclusions and pricing from your rate card. It checks that every objective maps to a deliverable and every deliverable has an acceptance criterion, so scope can be tested. If not, it flags the gap and drafts a fix. It then checks the pricing math and the timeline against available people. Client requests outside the agreed scope go under exclusions with an option to add them later. You approve before anything is sent. Edge case: a fixed-price deliverable with an open-ended client dependency gets an explicit assumption added.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueYes, continueApprovedNoNo 1 STARTS WHEN Proposal requested 2 USES A TOOL Read the agreed findings, objectives and rate card 3 DOES Draft scope, deliverables, approach and timeline 4 CHECKS THE RESULT Does every objective map to a deliverable withacceptance criteria? If not: flag the gap and draft the missing deliverableor criterion. Back to step 3. 5 USES A TOOL Calculate pricing and check the timeline againstavailable people 6 CHECKS THE RESULT Do the pricing totals and timeline add up? If not: correct the math or adjust the timeline. Back tostep 5. 7 DOES List assumptions and exclusions 8 YOU APPROVE Consultant approves sending the proposal 9 RESULT Proposal ready to send
Read the steps as a list
  1. Proposal requested
  2. Read the agreed findings, objectives and rate card
  3. Draft scope, deliverables, approach and timeline
  4. Does every objective map to a deliverable with acceptance criteria?If not: flag the gap and draft the missing deliverable or criterion. Back to step 3.
  5. Calculate pricing and check the timeline against available people
  6. Do the pricing totals and timeline add up?If not: correct the math or adjust the timeline. Back to step 5.
  7. List assumptions and exclusions
  8. Consultant approves sending the proposalThe agent waits here for your OK.
  9. Proposal ready to send

How it decides

It requires every objective to map to a deliverable with an acceptance criterion and will not finalize a proposal with unmapped scope.

  • Require acceptance criteria for each deliverable
  • List out-of-scope requests as exclusions
  • Check pricing and timeline for consistency

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Deliverable templates
  • Rate card
  • Standard assumptions and exclusions
  • Proposal format

What keeps you in control

It always asks you first

  • Sending the proposal to the client

Hard limits

  • Does not commit to scope without approval
  • Keeps pricing to the rate card

It stops when

  • Done: proposal consistent and approved
  • Stop: objectives or rate card are missing

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensDrafting a proposal for Ellery Retail in March, the agent found an objective to train staff with no matching deliverable, so the mapping check failed. It added a training workshop with an acceptance criterion. The pricing check then failed: the total was off by one $1,400 day rate, which it corrected. Ongoing support was listed as an exclusion. The consultant approved and sent it.

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