Proposal Generation Pipeline

A consulting firm was losing pipeline velocity because senior partners were the bottleneck on every proposal. Each new RFP required hours of digging through SharePoint for relevant case studies, scoping precedents, and rate cards. Junior staff couldn't draft autonomously because the institutional memory lived in partners' heads. Win rate was strong, but throughput was capped.

• 01Indexed 12 years of proposals, statements of work, and post-engagement reviews into a structured RAG corpus with provenance metadata on every chunk.
• 02Built a guided drafting agent that interviews the partner about the prospect, retrieves the 5 most analogous prior engagements, and drafts a scoped proposal with inline citations.
• 03Added a scope-validation step that flags pricing or timeline assumptions inconsistent with historical precedent before the partner reviews.
• 04Integrated with the firm's CRM so the agent pre-populates client context and writes the final proposal back as a versioned document.

• Proposal drafting time fell from ~14 hours to under 2 hours per RFP.
• Junior consultants now produce first drafts independently — partners only review and refine.
• Pipeline throughput tripled in the first quarter post-launch.
• Win rate held steady, indicating quality was preserved while speed multiplied.