Professional Services
AI Proposal System
Produces proposals, SOWs and pricing from discovery notes and templates.
SEO & Content
AI Content Engine for B2B Services
Buyer guides, proposal sections, client onboarding packs and account review write-ups drafted for a small team to approve.
Long B2B sales run on good writing: answers to buyers' questions, proposal sections, onboarding packs and account reviews. In most firms that writing falls to fee earners late in the evening. This engine drafts it in your firm's voice from your approved examples, and a partner signs off every piece. Your team keeps the client relationships and spends less time at the keyboard.
- Reusable proposal sections that make every bid faster to assemble
- Onboarding packs and account reviews written in your firm's voice
- Partner sign-off on every draft before it reaches a client
$4,900
20–30 working days
Optional maintenance $249/mo
What it is
AI Content Engine for B2B Services drafts the long-form material a services firm needs across a slow, relationship-led sale: content that answers business buyers' qualifying questions, reusable proposal sections, onboarding packs for new clients, and account review write-ups. It uses your firm's voice, and a partner approves every draft. One topic can yield up to three formats.
Why businesses buy it
In a services firm, the people who win and keep clients are also the ones writing proposals and reports, usually after hours. Content gets delayed, quality varies by author, and prospects wait. This engine gives every fee earner a polished first draft across the whole sales cycle, from qualifying content to account reviews, so partners edit rather than write. The written Scope Card sets out the formats, destination and approval step before you order, so you can commit without an open-ended retainer.
Problems this solves
Buyers ask the same qualifying questions on every first call
The engine drafts long-form content that answers business buyers' qualifying questions. Prospects can read it before the first call, so your conversations start further along and go deeper.
Proposal sections get rewritten from scratch for every new client
Reusable proposal sections are drafted from B2B Services templates in your firm's voice. A partner approves them once, and the team adapts them for each deal.
New clients start work without a clear onboarding pack
Onboarding packs and account review write-ups are drafted from your examples. Clients know what happens next, and a partner approves every draft before it is shared.
A good fit if
Prospects ask the same scoping and fit questions on every first call, and nothing on your site answers them in depth.
Each proposal is rebuilt from an old one, and the method and approach sections drift every time.
New clients get a different onboarding explanation depending on which partner sold the work.
Account reviews matter to renewals, but writing the narrative around them keeps slipping down the list.
Not the right fit if
You want complete proposals, statements of work and pricing produced from discovery notes. See AI Proposal System for B2B Services.
You want inbound leads qualified in a live conversation and scored. See AI Lead Qualification Agent for B2B Services.
You want a summary prepared from account data before every client meeting. See AI Account Review Agent.
You want a regular newsletter to keep long-cycle prospects warm. See AI Newsletter Engine for B2B Services.
How it works
- Partners and sales leads share the questions business buyers ask, plus proposals, onboarding documents and reviews they consider your best work.
- The B2B Services template sorts topics into lead qualification, proposals, onboarding and account reviews.
- Language is tuned for business buyers: commercial, specific and free of consumer-style hype, matched to your brand guidelines.
- Each topic yields up to three formats, such as a long website guide for buyers, a proposal-ready section and a short email version.
- A named partner approves every draft, after which it is delivered to your one destination, such as WordPress or your document storage.
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 how your firm writes to senior buyers.
- Ten to twenty reference pieces, such as a winning proposal section, an onboarding pack or an account review you were pleased with.
- Your service descriptions, engagement model and any claims your firm will or will not make.
- Admin access to the destination, your website or document storage, shared securely during intake and never by email.
- First topics in priority order, and the partner who approves drafts.
- One decision-maker for final approval.
- 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; buyer questions and proposal sections listed.
Weeks 1–2
B2B intent library, firm voice and outlines built.
Week 3
Website or document storage connected, formats set.
Weeks 3–4
25 sample outputs sent to the approving partner.
Week 4
Two rounds of partner feedback applied.
Go-live
Go-live and recorded handoff; support period starts.
| Option | Delivery time | Price |
|---|---|---|
| Standard | 20–30 working days | $4,900 |
| Express | 15–25 working days | $5,750 |
| Rush | 10–20 working days | $6,600 |
What you receive at handover
- AI Content Engine for B2B Services configured, delivering approved drafts to one destination
- B2B Services content templates and style rules for buyer content, proposal sections, onboarding packs and account reviews
- Your brand profile with up to 20 reference examples and up to three output formats
- A test report using B2B services scenarios, with 25 sample drafts you approved
- An admin guide, a recorded 45-minute handoff session and 30 days of support
Expected benefits and how to measure them
- Helps prospects qualify themselves before the first call
- Can shorten the time spent writing proposals
- Makes onboarding feel organized from the first week
- Proposal preparation time
- Ask partners to log hours per proposal for a month before launch and a month after.
- Content-assisted enquiries
- Track enquiries that read your content first, using analytics or CRM source fields, quarter on quarter.
- New-client onboarding questions
- Tally questions during each client's first month, comparing clients onboarded before and after the packs.
Before you start: Record average hours per proposal. List the questions new clients commonly ask in their first month.
These are things to track, not promised results. Outcomes depend on your data, your team and your market.
Running costs
The build is a one-off cost. Afterwards, expect roughly $20 to $150 a month in AI model or media-generation usage, paid in your own accounts and set by your volume. CRM, email and document storage subscriptions remain as they are.
AI usage during build and testing also bills to the firm's accounts.
Ask about running costsCustom requirements
A second service line with its own voice, delivery into both your website and your CRM, or a second language goes beyond this Scope Card. Leave a checkout note and a written Change Quote comes back.
Request a custom versionKeep it running
Monthly maintenance covers monitoring, fixes, model and platform updates, a monthly health report and monthly hours for adding new services to the proposal library and refreshing onboarding packs as your offer changes. It starts after the post-launch support period, bills monthly and can be cancelled any month.
$249/mo (the minimum fee, includes 2 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 | An AI writing platform charges per seat, monthly | A B2B content agency works on a monthly retainer | Ours is one fixed price, shown on this page before you buy |
| Sales-cycle coverage | A writing platform treats every request as one-off copy | Agencies tend to focus on top-of-funnel content | Ours covers qualification, proposals, onboarding and reviews |
| Partner sign-off | A writing platform has no approval step | Drafts circulate by email for comments | Ours holds every draft for a named partner |
| Delivery | Immediate, with prompting left to fee earners | A retainer usually takes weeks to ramp | Ours has a fixed delivery time shown before you buy, with faster options |
Questions about this product
Can AI Content Engine for B2B Services build whole proposals?
No. It drafts reusable proposal sections, such as approach, method and onboarding, that your team assembles into each bid. For complete proposals, statements of work and pricing built from discovery notes, AI Proposal System for B2B Services is the right build. The two can share the same reference examples.
Will the drafts sound like a partner wrote them?
That is the aim, and it is checked before launch. The engine learns from 10 to 20 reference pieces your partners choose, plus your brand guidelines. You review 25 sample outputs and get two rounds of changes, so tone problems surface during the build rather than in front of a client.
Can it write account review narratives for our clients?
Yes, from the facts your team supplies. Account reviews are one of the four B2B Services workflows, so the engine drafts the narrative and structure for a review. It does not pull figures from your CRM; an account lead adds the data and approves the draft before it is shared.
What does AI Content Engine for B2B Services cost?
One fixed price, shown on this page before you buy, with express and rush delivery if a pitch deadline is close. Each option includes the B2B template, one destination, up to three output formats, 25 approved samples, two rounds of changes and 30 days of support. AI model usage is paid separately, in your firm's own accounts.
Where do approved B2B drafts get delivered?
To one destination you choose at intake: commonly your WordPress website for buyer-facing guides, or document storage for proposal sections and onboarding packs. Connecting your CRM as well counts as a second system, handled with the Additional CRM Integration add-on or a written Change Quote.
How much partner time does the B2B content engine need?
Most of it falls at the start: choosing reference pieces and listing buyer questions during the 72-hour intake, then reviewing 25 samples. After launch, partner time goes on reviewing and approving drafts in the queue rather than writing them from scratch. The 45-minute recorded handoff covers how to run it.
Keep the long sale moving with less writing.
Order AI Content Engine for B2B Services and get buyer guides, proposal sections, onboarding packs and review write-ups drafted for partner approval, on a fixed delivery date.
Works well with
