AI training
AI for proposals and presentations
AI for proposals and presentations means using Claude, ChatGPT or Copilot to build proposal and reporting decks faster and more consistently. The goal is hours back for reps and account managers, so they can work on what goes into the deck, and deals that stop waiting on a proposal.
Signs your proposals are slowing you down
- Proposals take days to go out after a good call
- Every rep's deck looks different
- Numbers in proposals need checking twice
- Monthly client reports eat the first week of every month
What do I do?
I build a proposal and reporting workflow around your templates. AI drafts the structure and the routine sections from your call notes and data, the rep writes the parts that win the deal, and checks catch the calculation errors.
What you get
- A proposal workflow your team uses
- A prompt library matched to your templates
- Consistent decks without a design bottleneck
- Hours back each week for reps and account managers
Worth knowing: A person still checks every proposal before it goes out, and design work stays with your designer.
How it runs
Scoping call, proposal, then one or two sessions and the build. See AI training for sales teams for the wider programme.
From experience
Seehab AhmedFounder, Stratus Growth
Reps and account managers spend hours perfecting proposal and reporting decks, checking calculations and design, even when they work from templates. When templates aren't maintained and go back through review and design, deals slow down, and a half-finished deck in front of a client can put them off.
The value isn't making a deck look pretty. It's saving hours for the rep or account manager so they can work on the content that goes into it.
Related
- ServiceAI trainingI train small business teams to use Claude, ChatGPT and Microsoft Copilot on their daily work, in two or three sessions pitched at the level they're at now. I bring the approach I use in enterprise AI adoption programmes to SMEs, and I can build the workflows, prompt libraries and agents for you.
- ServiceAI training for sales teamsAccount research, outreach, call prep, follow-up and CRM notes, taught by someone who ran a sales organisation.
- ServiceThe AI adoption programmeTwo or three sessions on real work, and an internal champion to keep it going.
- IndustryMarketing agenciesI ran a 25-person sales organisation at an award-winning UK performance marketing agency. Agency sales, and AI for agency teams.
- Free toolAI search readiness checkTests whether ChatGPT, Claude and Perplexity can open, read and quote your site, including a live request as each assistant.Check your site
- BookFree scoping call60 minutes on what's happening in your business and whether I'm the right person to help. If I can't help, I'll tell you what would.
Questions people ask
Do you build the templates for us?
Two ways to start
Free
You're weighing up ongoing help
A 60-minute call to work out what's going on and whether I'm the right person to fix it. If I'm not, I'll say so on the call and tell you what would help instead.
£150 · One hour · No VAT is charged
You have one question that needs a straight answer
Bring the question. You leave the hour with my answer and the reasoning behind it, with no retainer and no obligation afterwards.
Not sure which? Answer three questions and I'll point you to the right one.