AI Proposal Writer for Design Agencies

Analyze. Generate. Win.

The AI-powered proposal system that helps design agencies transform discovery call transcripts into professional, winning proposals in minutes without starting from blank pages and spending hours writing.

AI Proposal Writer for Design Agencies Dashboard Screenshot

You finish a great discovery call. The client loves your portfolio. Excited about working together. They ask for a proposal. You open a blank document. Stare. Try to remember everything discussed. Struggle to structure the project scope. Spend 3-4 hours writing. Send the proposal days later. Client's momentum fades. Or you use a generic template. Same boilerplate for every client. Nothing specific to their challenges. The proposal feels cookie-cutter. The client can tell. You lose deals not because of your design capabilities, but because your proposals are slow, generic, or don't capture the nuance of discovery conversations.

- Spending 3-4 hours writing proposals from scratch after every discovery call - Starting with blank pages and struggling to structure project scope - Generic templates that don't capture specific client challenges and design needs - Forgetting important details discussed in discovery calls - Proposals sent days late after client momentum has cooled - No systematic way to transform discovery insights into compelling proposals - Missing revenue because slow, generic proposals lose to faster, more tailored competitors - Feeling like proposal writing is busywork instead of strategic value

Instead of 3-4 hours writing from scratch, you paste the discovery call transcript, AI generates a customized proposal in 5 minutes with design-specific language, client-specific challenges and solutions, a structured sprint-based project outline, clear deliverables and revision process, and professional formatting. Track proposals through the database with status tracking, budget organization, and follow-up dates. Win more deals with faster, better proposals.

What´s Included

AI Agent + Tracking Database

Complete proposal generation system combining a custom-trained Notion AI agent with a proposal tracking database. Transform discovery calls into winning proposals.

AI Agent + Tracking Database

Complete proposal generation system combining a custom-trained Notion AI agent with a proposal tracking database. Transform discovery calls into winning proposals.

AI Agent + Tracking Database

Complete proposal generation system combining a custom-trained Notion AI agent with a proposal tracking database. Transform discovery calls into winning proposals.

Custom-Trained Notion AI Agent

Pre-configured AI agent trained specifically for design agency proposals with design-forward voice, design agency terminology, 8-section proposal structure, sprint-based project planning framework, and quality standards ensuring client-specific, non-generic output.

Custom-Trained Notion AI Agent

Pre-configured AI agent trained specifically for design agency proposals with design-forward voice, design agency terminology, 8-section proposal structure, sprint-based project planning framework, and quality standards ensuring client-specific, non-generic output.

Custom-Trained Notion AI Agent

Pre-configured AI agent trained specifically for design agency proposals with design-forward voice, design agency terminology, 8-section proposal structure, sprint-based project planning framework, and quality standards ensuring client-specific, non-generic output.

Pitch & Proposal Tracker Database

Organize all proposals with proposal names, client names/emails, status workflow, services multi-select, budget tracking with dollar formatting, submission dates, follow-up dates with automatic reminders, assigned team members, and notes fields. Complete proposal portfolio management.

Pitch & Proposal Tracker Database

Organize all proposals with proposal names, client names/emails, status workflow, services multi-select, budget tracking with dollar formatting, submission dates, follow-up dates with automatic reminders, assigned team members, and notes fields. Complete proposal portfolio management.

Pitch & Proposal Tracker Database

Organize all proposals with proposal names, client names/emails, status workflow, services multi-select, budget tracking with dollar formatting, submission dates, follow-up dates with automatic reminders, assigned team members, and notes fields. Complete proposal portfolio management.

8-Section Proposal Structure

Proposal Overview. Current Design Challenges. Design Approach. Discovery & Strategy Phase. Preliminary Project Outline. Design Deliverables & Assets. Revision & Feedback Process. Timeline & Investment.

8-Section Proposal Structure

Proposal Overview. Current Design Challenges. Design Approach. Discovery & Strategy Phase. Preliminary Project Outline. Design Deliverables & Assets. Revision & Feedback Process. Timeline & Investment.

8-Section Proposal Structure

Proposal Overview. Current Design Challenges. Design Approach. Discovery & Strategy Phase. Preliminary Project Outline. Design Deliverables & Assets. Revision & Feedback Process. Timeline & Investment.

Design-Specific Language

AI uses proper design agency terminology: design sprints, review cycles and revision rounds, design systems and component libraries, creative direction and design exploration, UX/UI design, brand identity, design handoff, stakeholder alignment, design critique, and design QA. Professional, industry-standard language.

Design-Specific Language

AI uses proper design agency terminology: design sprints, review cycles and revision rounds, design systems and component libraries, creative direction and design exploration, UX/UI design, brand identity, design handoff, stakeholder alignment, design critique, and design QA. Professional, industry-standard language.

Design-Specific Language

AI uses proper design agency terminology: design sprints, review cycles and revision rounds, design systems and component libraries, creative direction and design exploration, UX/UI design, brand identity, design handoff, stakeholder alignment, design critique, and design QA. Professional, industry-standard language.

Follow-Up Reminders

The Follow-Up Date property has a built-in reminder. Never miss proposal follow-ups. Systematic client communication.

Follow-Up Reminders

The Follow-Up Date property has a built-in reminder. Never miss proposal follow-ups. Systematic client communication.

Follow-Up Reminders

The Follow-Up Date property has a built-in reminder. Never miss proposal follow-ups. Systematic client communication.

Proposal Performance Tracking

Track proposals through full lifecycle. See acceptance rates by service type, budget ranges, or assigned team member. Analyze what wins. Improve proposal strategy systematically.

Proposal Performance Tracking

Track proposals through full lifecycle. See acceptance rates by service type, budget ranges, or assigned team member. Analyze what wins. Improve proposal strategy systematically.

Proposal Performance Tracking

Track proposals through full lifecycle. See acceptance rates by service type, budget ranges, or assigned team member. Analyze what wins. Improve proposal strategy systematically.

Customization Framework

AI agent includes detailed customization guidelines for adapting to your agency's specific services, pricing structure, sprint length preferences, tools and workflows, specialized focus areas, and revision/review terminology. Make it yours.

Customization Framework

AI agent includes detailed customization guidelines for adapting to your agency's specific services, pricing structure, sprint length preferences, tools and workflows, specialized focus areas, and revision/review terminology. Make it yours.

Customization Framework

AI agent includes detailed customization guidelines for adapting to your agency's specific services, pricing structure, sprint length preferences, tools and workflows, specialized focus areas, and revision/review terminology. Make it yours.

AI Proposal Writer for Design Agencies Instructions
AI Proposal Writer example screenshot

How It Works

Paste Transcript to AI Agent

Open Notion AI agent page. Paste the discovery call transcript. Provide any additional context about services, pricing, or timeline preferences.

Paste Transcript to AI Agent

Open Notion AI agent page. Paste the discovery call transcript. Provide any additional context about services, pricing, or timeline preferences.

Paste Transcript to AI Agent

Open Notion AI agent page. Paste the discovery call transcript. Provide any additional context about services, pricing, or timeline preferences.

AI Generates Proposal

AI analyzes transcript, identifies client challenges and design needs, generates customized 8-section proposal with client-specific language, structures project into design sprints, formats professionally with proper headings and tables. Takes 5 minutes.

AI Generates Proposal

AI analyzes transcript, identifies client challenges and design needs, generates customized 8-section proposal with client-specific language, structures project into design sprints, formats professionally with proper headings and tables. Takes 5 minutes.

AI Generates Proposal

AI analyzes transcript, identifies client challenges and design needs, generates customized 8-section proposal with client-specific language, structures project into design sprints, formats professionally with proper headings and tables. Takes 5 minutes.

Send and Track

Send proposal to client. Update status to Sent. Set Follow-Up Date. Track through workflow.

Send and Track

Send proposal to client. Update status to Sent. Set Follow-Up Date. Track through workflow.

Send and Track

Send proposal to client. Update status to Sent. Set Follow-Up Date. Track through workflow.

In 5 minutes + customization time, you transform from blank page paralysis to professional, client-specific proposal.

Key Features

AI-Powered Proposal Generation

Transcript Analysis

AI reads discovery call transcripts and extracts client challenges, design needs, business goals, target audience, budget constraints, timeline expectations, and success metrics. No detail missed.

Client-Specific Output

Not generic templates. AI generates proposals specifically addressing client's challenges: "Based on our discovery session, we've identified that your brand suffers from visual inconsistency across touchpoints, outdated design system, and poor mobile experience."

Design-Forward Language

AI uses design agency voice: creative yet strategic, confident and collaborative, demonstrating design expertise while focusing on measurable outcomes. Professional industry language.

Design-Specific Methodology

8 Service Categories

Brand Identity, Web Design, UI/UX, Marketing Materials, Packaging, Illustration, Strategy, Content Creation. Multi-select so proposals can combine services.

Design Thinking Process

AI emphasizes design methodology: user-centered design, design sprints, iterative review cycles, design systems thinking, brand strategy, and collaborative critique. Professional process language.

Revision Framework

Clarifies review and revision workflow: mid-sprint check-ins, sprint reviews, [x] revision rounds per sprint, structured feedback forms, async reviews via Figma/Notion/Loom, approval gates, stakeholder alignment. Sets proper expectations.

Proposal Tracking System

6-Status Workflow

Draft (writing proposal), Sent (submitted to client), Under Review (client reviewing), Revised (updated based on feedback), Accepted (won deal), Declined (lost deal). Complete lifecycle visibility.

Budget Organization

Track the proposed budget with dollar formatting. View proposals by budget ranges through the board view. Analyze win rates by project size.

Services Tracking

Multi-select services property. See which service combinations you propose most often. Track win rates by service type.

Performance Analytics

Win Rate Tracking

Count Accepted vs Declined proposals. Calculate win rate overall and by service type, budget range, or assigned team member.

Budget Analysis

Compare proposed budgets to accepted deals. Identify sweet spot pricing. Adjust pricing strategy based on data.

Service Mix Optimization

See which service combinations win most often. Refine service packaging. Focus on highest-win offerings.

Customization Options

Agency-Specific Services

Update service options to match your offerings. Add Motion Graphics, 3D Design, or remove irrelevant categories.

Pricing Structure

Customize AI to output project-based pricing, sprint-based pricing, or retainer models. Adapt to your business model.

Specialized Focus

Tune AI for your specialization: brand identity agencies emphasize brand strategy and visual systems. Product design agencies emphasize UX research and prototyping.

Perfect For

Design Agencies and Studios

Writing proposals for brand, web, product, and experience design projects.

Freelance Designers

Winning client work with professional proposals that compete with agencies.

Creative Directors

Responding to RFPs and new business opportunities quickly and professionally.

Design Consultancies

Proposing strategic design work, design systems, and design operations improvements.

Anyone Selling Design Services

Transforming discovery conversations into winning proposals without hours of writing.

Stop Writing. Start Winning.

AI Proposal Writer gives you a custom-trained Notion AI agent that analyzes discovery call transcripts and generates professional proposals in 5 minutes with design-specific language like "design sprints" and "review cycles," client-specific sections addressing the exact challenges they mentioned, sprint-based project structure with clear deliverables, and proposal tracking database that manages your pipeline so you stop spending 3-4 hours writing from scratch and start sending winning proposals while client excitement is still hot. Are you ready to stop losing deals to slow, generic proposals and start winning more clients with professional, tailored proposals delivered at the speed that modern design work demands?

AI Proposal Writer for Design Agencies Screenshot