What kind of companies do you work with?

Mostly early-stage and scaling B2B startups — typically teams between 3 and 50 people. But we've also worked with larger teams on specific operational challenges. If your ops are broken and you're moving fast, we're probably a fit.

How is this different from hiring a freelancer or using an AI agency?

Most AI agencies lead with tools. We lead with business understanding. We've actually run operations at startups — marketing, sales, support, HR, product. We diagnose why something is broken before we touch any tool. That means we build the right solution, not just a technically impressive one.

What does the free ops audit include?

A 30-minute call where we map your current workflows, identify your top 3 bottlenecks, and give you a concrete plan for what to automate and in what order — with estimated time and cost savings. No fluff, no sales pitch. You walk away with an actionable plan whether you work with us or not.

How long does a typical project take?

Simple automations ship in 3-5 days. Medium-complexity workflows take 1-2 weeks. Large systems (like a full revenue ops stack or an AI knowledge base) take 3-4 weeks. We scope tightly and deliver fast — you'll see working prototypes within the first week.

Do you offer ongoing support after a project?

Yes. We offer monthly retainers for ongoing optimization, monitoring, and new automation builds. Most of our clients start with a project and transition to a retainer because as they grow, new bottlenecks appear. We evolve the system with them.

What if we don't know what needs to be automated?

That's the most common starting point. You don't need to come with a spec — just come with your problems. We'll audit your entire workflow, identify the highest-ROI automation opportunities, and prioritize them. That's literally what the free ops audit is for.

Can you help with HR and people operations specifically?

Absolutely. HR is one of our core areas. We automate recruiting pipelines (sourcing, screening, scheduling), employee onboarding flows, leave and attendance tracking, performance review cycles, payroll integrations, and offboarding checklists. Everything from "we posted a job" to "they're fully onboarded and productive."

How do you price your services?

Project-based with clear scope and deliverables. We quote after the audit so pricing is based on your actual needs, not a generic rate card. Retainers are monthly, flat-fee, and scoped to a set number of hours and deliverables. No surprises.

Medium ComplexitySales & Pipeline OpsB2B Services10 days delivery

AI Proposal Generator

CRM deal data auto-pulled into AI-crafted proposals, reviewed in Google Docs, and sent for e-signature via PandaDoc.

Faster Proposals

18%

Win Rate Increase

60hrs

Monthly Time Saved

Copy-Paste Errors

AI Proposal Generator — Workflow

Production

AI Proposal Generator

99.0% success

624 runsLast: 2 hrs ago

Integrations

HubSpot

Claude API

PandaDoc

n8n

Stats

Nodes

Edges

Stage → Proposal

HubSpot

CRM Data

Status

Running

TypeTrigger

Executions624

node-1

Deal context

Claude API

AI Writer

Status

Running

TypeAction

Executions592

node-2

Draft proposal

PandaDoc

Doc Delivery

Status

Running

TypeAction

Executions561

node-3

E-signature

n8n

Orchestration

Status

Running

TypeAction

Executions530

node-4

All systems operational

4 nodes3 connectionsv2.4.1

The Problem

The Challenge

A B2B services company had 6 sales reps, each spending 2-3 hours crafting custom proposals for every qualified opportunity. They'd copy-paste from old proposals, manually update company names and pricing, and still end up with inconsistent formatting, outdated case studies, and occasional embarrassing errors (like sending a proposal with another client's name). The sales director estimated the team lost 60+ hours per month on proposals alone, and the inconsistency was costing them deals — prospects perceived the company as unpolished.

How We Fixed It

Our Solution

Audited 50 past proposals to identify the winning template structure: executive summary, problem statement, proposed solution, timeline, pricing, case studies, and team bios.

Built an n8n workflow triggered when a HubSpot deal moves to 'Proposal' stage, pulling all deal context: company details, identified pain points (from deal notes), products/services being proposed, and pricing tier.

Claude generates a complete, customized proposal following the company template: personalized executive summary, pain-point-specific solution description, relevant case studies selected from a library, and accurate pricing tables.

The generated proposal creates a Google Doc in a shared folder, formatted with the company's brand guidelines, headers, and footer — ready for the rep to review and tweak.

A Slack notification alerts the rep that their proposal draft is ready, with a direct link to the Google Doc and a summary of what was customized.

Once the rep approves (via a Slack button), the proposal auto-pushes to PandaDoc for professional formatting, e-signature fields, and tracking — then sends to the prospect with open/view tracking.

Tools & Infrastructure

Tech Stack

HubSpot

CRM data source. Provides deal context — company details, pain points, product selections, and pricing — that feed the proposal generator.

Claude API

AI proposal writing. Generates customized, on-brand proposals with personalized executive summaries, solution descriptions, and case study selections.

PandaDoc

Document delivery and e-signature. Formats proposals professionally, adds signature fields, and tracks prospect engagement (opens, views, time spent).

n8n

Workflow automation. Orchestrates the CRM-to-AI-to-Google Docs-to-PandaDoc pipeline with approval gates and notifications.

Impact & Outcomes

The Results

Faster Proposals

Proposal creation time dropped from 3 hours to 20 minutes — a 9x improvement in speed.

18%

Win Rate Increase

Win rate improved 18% with more polished, consistent, and personalized proposals.

60hrs

Monthly Time Saved

Sales team saved 60+ hours per month, redirecting time to prospecting and relationship building.

Copy-Paste Errors

Zero embarrassing copy-paste errors — every proposal is generated fresh with the correct client details.

Want results like these?

Book a free ops audit and we'll show you exactly where automation can transform your workflows.

Book a Free Ops Audit

Previous Project

HR Recruiting Autopilot

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