Your Salespeople Are Writing Proposals When They Should Be Closing Deals.
Writing proposals takes 3 hours. CRM updates eat another hour. Follow-up emails get skipped because there is no time. Meanwhile, the deals you quoted last week have gone cold. AI handles the admin so every rep spends their day on what they were hired to do: sell.
90-day results guarantee. No contracts. Live in 48 hours.
Works for any business that has this need
Sound familiar?
Proposals Take Half a Day to Write and Half of Them Never Get Followed Up
A rep spends 3 hours pulling together a proposal. It goes out on Friday. By Monday they are onto the next thing and the proposal sits. No follow-up at day 3, no call at day 7, no re-engagement at day 14. 60-80% of deals require 5+ follow-up touches. Most reps make 2.
CRM Is Full of Stale Data Because Nobody Has Time to Update It
After every call, a rep should log notes, update the stage, schedule the next touch, and send a follow-up email. In practice, they update the CRM on Friday afternoon from memory. The pipeline report is fiction. Forecasting is a guess.
Outreach Is Generic Because Personalization Takes Too Long
A rep has 50 prospects to contact. Writing a personalized opening line for each one takes an hour. They send the same template to everyone. Response rates are 3%. AI personalizes every outreach — company-specific, role-specific, trigger-based — in seconds.
Deals Die Because Nobody Looked at the Pipeline This Week
A $40,000 proposal expired 3 weeks ago and nobody noticed. A warm lead went cold because the follow-up fell through a crack in a busy week. Pipeline hygiene requires consistent attention that a busy sales team cannot sustain manually.
What AI handles for you
Not a tool you configure. A managed service we build, deploy, and run for your business.
Proposal Generation — Professional, Customized, in 15 Minutes
AI builds a full proposal from a brief: scope of work, pricing, timeline, company bio, case studies, and terms — formatted and branded. The rep fills in the deal details. AI produces the document. Review, adjust, send. Three hours becomes fifteen minutes.
Real example
Insurance agency: commercial lines proposal for a $200K premium account. AI assembled the coverage summary, risk analysis narrative, carrier comparison, and premium breakdown in branded format. Rep reviewed in 10 minutes.
Follow-Up Sequences — Automatic, Systematic, Never Skipped
Every proposal triggers an automated follow-up sequence: email at day 2, call reminder at day 5, value-add email at day 10, re-engagement at day 20. If the prospect replies, AI notifies the rep and pauses the sequence. Nothing falls through the cracks.
Real example
Accounting firm: 5-touch follow-up after every consultation. Email 1 with proposal summary, Email 2 with client case study, call reminder at day 7, Email 3 with FAQ at day 14, final check-in at day 21. Conversion rate up 30%.
CRM Automation — Every Interaction Logged Without Manual Entry
AI transcribes calls, extracts action items, logs activity notes, updates deal stages, and schedules next steps — automatically after every interaction. Your CRM stays current without your reps spending Friday afternoon trying to remember what happened Monday.
Real example
Law firm: every intake call summarized and logged to Clio. Contact created, case type tagged, urgency flagged, follow-up task assigned — all before the attorney hangs up.
Personalized Outreach at Scale
AI researches each prospect — company size, recent news, LinkedIn activity, industry context — and writes a personalized first line for every outreach. Your reps send 50 personalized emails in the time it used to take to write 5.
Real example
Commercial HVAC contractor: outreach to 200 property managers. AI personalized each email with the building's age, class, and local weather context. Reply rate: 12% vs. 2% for the previous generic template.
Deal Summary and Handoff Documents
When a deal closes, AI generates a client handoff document — project scope, timeline, key contacts, payment schedule, and kickoff checklist — so the delivery team has everything they need to start strong. No information lost in the sales-to-service handoff.
Real example
Managed IT company: closed deal generates a 2-page onboarding brief for the implementation team — infrastructure summary, client contacts, agreed SLAs, and first 30-day milestones.
Competitive Intelligence Briefs
AI produces a one-page brief before every important sales call — prospect background, likely objections, competitive alternatives they are considering, and recommended talking points. Reps walk in prepared instead of winging it.
Real example
Insurance broker: pre-call brief for a prospect currently with a captive carrier. AI outlined the captive's known limitations, two comparison points, and three questions to expose the pain.
Pipeline Review and Stale Deal Alerts
AI reviews the pipeline weekly and flags deals that have gone stale — no activity in 14 days, proposals past expiry, follow-ups overdue. Sends the rep a prioritized action list every Monday morning. No deal goes cold because it was invisible.
Real example
Financial advisory firm: AI identified 8 proposals over 30 days old with no follow-up. Rep made calls Monday. Two re-engaged. One closed the following week.
Works with the tools you already use
The math speaks for itself
Without AI:
The average B2B salesperson spends only 35% of their day actually selling. The rest goes to proposal writing, CRM updates, email drafting, and follow-up admin. At $80K in fully loaded rep cost, you are paying $52,000 a year for a person to do work that AI can handle.
With Explained Consulting:
Our managed AI takes over proposal drafting, follow-up sequences, CRM logging, and outreach personalization. Your reps focus entirely on conversations, demos, and closes. Most clients see a measurable increase in proposal volume and close rate within the first 60 days.
Live in 48 hours. Three steps.
1. We set it up
Tell us about your business, your workflows, and your biggest time sinks. We configure your AI — content, automation, integrations, everything.
2. Go live
Connect your existing tools, review the first outputs, and turn it on. You keep your current systems — AI works alongside them.
3. We manage it
We monitor quality, tune outputs, and expand coverage weekly. You get reports on what was handled, what was saved, and what to optimize next.
Frequently asked questions
Managed AI vs. the Alternatives
| Explained AI | Hire Staff | DIY AI Tools | |
|---|---|---|---|
| Setup | Done for you | 2-6 weeks to hire | You build it |
| Ongoing management | We handle it | You manage them | You maintain it |
| Scalability | Unlimited | One person at a time | Limited by your setup |
| Quality control | Managed + reviewed | Depends on the hire | Raw AI output |
| Cost | $995-$2,995/mo | $45K-$80K+/yr | $29-$199/mo + your time |
Other ways AI can help your business
Most clients use AI across 2-3 functions from day one.
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