Professional Services
AI Proposal System for Agencies
Pitch proposals, SOWs and retainer pricing drafted from discovery notes, so account leads spend billable hours on clients.
Agency account leads often spend their evenings writing pitches, SOWs and retainer pricing instead of doing the client work they sold. This edition drafts pitch proposals, statements of work and retainer pricing from your discovery notes, service templates and past winning proposals. Scope lines are written so they can be tracked once work starts, and an account lead approves every draft.
- Pitch proposals and SOWs drafted from discovery notes
- Retainer pricing applied from your own rate card
- Scope lines written so scope creep is easy to spot
$6,900
20–30 working days
Optional maintenance $345/mo
What it is
AI Proposal System for Agencies drafts pitch proposals, statements of work and retainer pricing from discovery notes, your service templates and past winning proposals, with scope lines written so they can be tracked once work starts. Drafts land in Google Drive or your CRM for an account lead to approve.
Why businesses buy it
Every hour an account lead spends formatting a proposal is an hour not billed, and loose scope in an SOW turns into unpaid work later. Agencies also lose pitches simply by responding too slowly. This edition produces a consistent draft in your voice, with scope written precisely and pricing taken from your rates, so leads refine the pitch instead of starting from scratch. The Scope Card sets the formats, reference examples and destination in writing before you order, so you know exactly what you will get.
Problems this solves
Agency pitches go out late because the account lead is on client work
The system drafts pitch proposals from discovery notes, your service templates and past winning proposals. The account lead approves a ready draft instead of writing between client deadlines.
Loose SOW wording turns into unpaid extra work later
Scope lines are written so they can be tracked once work starts, using the Agencies section library. That gives your team clear wording to point back to if requests grow.
Retainer pricing is rebuilt from scratch for each new client
Retainer pricing is drafted from your own service templates and pricing. Account leads adjust a consistent starting point rather than reinventing the structure for each pitch.
Past winning proposals are buried and rarely reused
Up to 20 reference examples, such as past winners, feed the brand profile. New pitches draw on what has worked before, and drafts land in Google Drive or your CRM.
A good fit if
Account leads lose billable hours each week rebuilding proposals and SOWs from the last one that won.
Retainer pricing depends on rate cards and service bundles that only one or two people know how to apply.
Scope arguments start because SOW deliverables were vague, and you want them written the same precise way every time.
You keep proposals in Google Drive or deals in a CRM, and want drafts to arrive there ready for approval.
Not the right fit if
You want a lighter build that drafts pitch proposals and pricing only. See AI Agency Proposal Agent.
Leads need qualifying and discovery calls booked before any proposal. See AI Agency Sales Agent.
Scope creep on live retainers is the main problem. See AI Scope Management, which detects it and drafts change orders.
You want sales, onboarding, delivery and reporting run in one system. See AI Agency Operations OS.
How it works
- Discovery notes come in as a call transcript, a filled brief or bullet points from the account lead, whatever your team already produces.
- The draft is matched to your agency's voice using your brand profile and up to 20 past proposals and SOWs you are proud of.
- Services, retainer tiers and rates come from the rate cards and templates you supply, so pricing follows your rules rather than a guess.
- SOW deliverables, approval steps and reporting cadence are written as specific scope lines, using the Agencies template, so delivery can track against them later.
- Up to three output formats are produced, for example a proposal document, an SOW and a pricing summary, and saved to Google Drive or your CRM.
- Before launch, 25 sample outputs are drafted from your real briefs for you to review and approve.
What you provide within 72 hours
Your portal lists these the moment you order. Delivery starts the working day after everything is in and your access is checked.
- Brand guidelines and examples of your agency's tone in client documents.
- Ten to twenty past proposals and SOWs you would be happy to send again.
- Rate cards, retainer tiers and service descriptions.
- Access to the destination, such as a Google Drive folder or your CRM.
- The list of services or engagement types to start with.
- The name of the account lead or director who approves every draft, and one decision-maker for the build.
- An API key for your own AI model account (for example OpenAI or Google Gemini), created for this build with a spending limit.
The 72-hour rule. Send everything on your checklist, including access, within 72 hours of ordering so your build starts on time.
Timeline
Start
Intake verified; rate cards, templates and reference proposals confirmed.
Weeks 1–2
Proposal, SOW and pricing pipeline built on the Agencies template.
Week 3
Google Drive or CRM destination connected and approval routing set.
Weeks 3–4
25 sample outputs drafted from your real briefs.
Week 4
Your review and two rounds of changes.
Go-live
Live, recorded handoff, support starts.
| Option | Delivery time | Price |
|---|---|---|
| Standard | 20–30 working days | $6,900 |
| Express | 15–25 working days | $7,950 |
| Rush | 10–20 working days | $8,950 |
What you receive at handover
- The AI Proposal System for Agencies, configured and deployed
- Agencies proposal templates and section library, covering pitches, SOWs and retainer pricing
- One generation pipeline with up to three output formats
- A connection to one agreed destination, such as Google Drive or your CRM
- A test report using agency scenarios, with 25 sample outputs approved by you
- An admin guide, the recorded handoff session and 30 days of post-launch support
Expected benefits and how to measure them
- Can help pitches go out sooner after a discovery call
- Helps SOWs set clear scope lines from the start
- Makes it easier to reuse what worked in past winning proposals
- Days from brief to pitch sent
- Compare brief and send dates in your CRM for a quarter before launch with a quarter after.
- Change requests on new retainers
- Count scope change requests in the first months of retainers signed before and after launch.
- Pitch win rate
- Compare won pitches in your CRM for the quarter before launch with the quarter after.
Before you start: Note average pitch turnaround and how often new retainers needed scope changes in their first months.
These are things to track, not promised results. Outcomes depend on your data, your team and your market.
Running costs
The build is $6,900, once. Drafting costs roughly $20 to $150 a month in AI model usage in your own accounts, depending on how many proposals and SOWs you produce.
Google Workspace and CRM plans are unchanged, and AI usage during build and testing is billed to you.
Ask about running costsCustom requirements
A fourth output format, a second destination such as a project tool, or proposals in a second language needs a written Change Quote. Add a note at checkout and we send it to you.
Request a custom versionKeep it running
After the 30 days of support, optional monthly maintenance covers monitoring, fixes, model and platform updates and a monthly health report. Change hours suit small updates, like a new service line, a revised rate card or fresh reference proposals. Bigger changes need a Change Quote. Cancel any month.
$345/mo (5% of the build price a month, includes 3 change hours)
Optional. Starts after the post-launch support period. Cancel any month.
How maintenance worksHow this compares
| Do it yourself with a SaaS tool | Hire a custom agency | Upmark Labs | |
|---|---|---|---|
| Price | A proposal software subscription bills per seat monthly | A freelance bid writer charges per proposal | Ours is one fixed price, shown on this page before you buy |
| Scope lines | Free-form sections you fill in | Written fresh each time | Ours writes deliverables the same trackable way every time |
| Pricing | Price tables you maintain | The writer asks you | Ours applies your rate cards and retainer tiers |
| Voice | Template tone | The writer's style | Ours learns from up to 20 of your own proposals |
Questions about this product
How is the Agencies edition different from AI Agency Proposal Agent?
AI Agency Proposal Agent drafts agency proposals and pricing from discovery notes. This edition adds SOWs written as trackable scope lines, up to three output formats, the Agencies workflow template covering approvals and reporting cadence, and 25 approved sample outputs before launch. Choose it when SOWs and scope matter as much as the pitch.
Can it apply our retainer tiers and rate card?
Yes. You supply your rate cards, retainer tiers and service descriptions, and the drafts price work using those rules. Anything the rules do not cover, such as a custom discount, is left marked for the approver rather than invented. Updating rates later fits within the monthly change hours of maintenance.
Will proposals go to clients without anyone checking?
No. Every draft lands in your chosen destination, such as a Google Drive folder or a CRM deal, for the named account lead or director to review and edit. Nothing is sent to a client by the system. The 25 sample outputs before launch let you tune the drafting before it is used live.
Where do the finished agency drafts get saved?
In one destination system you choose, usually a Google Drive folder or your CRM. Each draft can be produced in up to three formats, for example a proposal document, an SOW and a pricing summary. A second destination, such as your project tool, needs a written Change Quote.
What does the agency proposal build cost to run?
Roughly $20 to $150 a month in AI model usage in your own accounts, rising with the number of proposals and SOWs drafted. Monthly maintenance is optional and covers regular rate-card and template changes. It also includes monitoring, fixes and change hours for a new service line or fresh reference proposals, and you can cancel any month.
How long until the Agencies proposal system is drafting?
The delivery time is fixed before you buy and shown in the delivery panel on this page, with faster speeds where offered. The clock starts once intake is complete, so gather your rate cards, retainer tiers and a few past winning proposals before ordering. Intake is due within 72 hours of your order, and a late intake moves the delivery date back.
Put the billable hours back on client work.
Order AI Proposal System for Agencies and pitch proposals, SOWs and retainer pricing are drafted from your discovery notes on a fixed delivery date, ready for an account lead to approve.
Works well with
Agencies
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