From sales call to a proposal draft in ten minutes.

Setup30 minutes
RunsOn demand
Savesabout 2 hours per proposalestimate

What you getExample. Made-up business and numbers.

Proposal · Greenleaf CoffeeDraft 1Password page

Grow subscriptions from 600 to 1,500 by March.

What we heard

Most subscribers cancel after the second box.
The subscription page converts at 1.1%. Your shop average is 2.8%.
You have no one in house for email.

What we propose

Phase	What you get	Weeks	Fee
1. Audit	Funnel and cancellation review, 10 fixes ranked	2	$3,500
2. Build	New subscription page, 2 A/B tests	4	$7,000
3. Retain	Cancellation flow and 4 emails	3	$4,500

Fees from your rate card in memory. Phase 3 includes the 10% bundle rule. Check before sending.

Paste your call notes. The AI writes the proposal in your structure, with your services and pricing rules from memory. It publishes as a private page you can send.

How we estimate the time saved: About 3 hours to write a tailored proposal from a blank page or an old one. Editing a draft that follows your structure takes about 1 hour.

Start this playbook Book a call

Who it is for

Agency founders and sales leads who write proposals themselves. It keeps every proposal in your structure and on your rate card, whoever writes it.

Proposals were one of mine too. 12 hours a week just on quoting.

Agency owner on r/agency

What you need

Connect these in Homla, under Connectors. Each person signs in with their own account.

None required. Optional: Email (IMAP/SMTP) or Outlook

Steps in Homla

1
MemoryPut your offer in memoryYour services, rate card, bundle rules, minimums and what you never sell. Add two past proposals you liked.
2
SkillSave the proposal skillCopy the skill below. Paste your section order into it.
3
PagePublish as a private pageAsk the AI to publish the proposal as a Homla page with a password. You see when it was opened.
4
ApprovalApprove before it goes livePublishing and any email wait for your yes.

The skill to save

Copy it into Skills, then New skill. Edit the parts in brackets.

Skill

Name: Proposal from call notes

When I paste sales call notes:

1. Read our services, rate card and rules from company memory.
2. Pull out the client's goal with a number and a date, their problems, budget hints and deadline.
3. Write the proposal in this order: [goal headline, what we heard, what we propose, timeline, fees, why us, next step].
4. Propose phases from our service list only. Price them from the rate card. Apply our bundle rules and say which.
5. Use the client's own words in "what we heard".
6. Ask me before adding anything not on our service list.
7. Publish it as a password-protected page after I approve.

Never invent results, case studies or client names.

Agent settings

Name	No agent needed
Job, in plain words	This playbook runs from the chat in Claude, ChatGPT or Cursor through Homla.
Skills	Proposal from call notes
Tools	Homla pages, publish Asks first · Mailbox, send Asks first (optional)
Trigger	You, when you need a proposal
Approvals	Publishing and sending ask first.
Who can use it	Founders, sales

What stays under your control

Prices come from your rate card, not from the AI.
New services need your OK. The skill asks before it adds one.
You choose who opens it: a password page, and you can rotate the link.

Good to know

Proposals stay a person's job. This playbook removes the blank page and the copy and paste. Read every number before you send.

Related playbooks

Pairs well with these.

From sales call to a proposal draft in ten minutes.

Start free. Save the skill, connect your tools, approve the first run yourself.

Start this playbook Book a call

Save the skill once, the whole team uses it
Memory keeps your rules and facts
Agents run it and ask before they act
Each person keeps their own access