AI proposal automation

One account. One proposal. Never a template.

Proposal automation is software that assembles a first draft from what your firm already knows, so writers start from a tailored draft instead of a blank page. VIPMarketing builds each proposal from what the account is doing and your library of past proposals, decks and case studies. Your approver signs off, then it goes out as Word, PDF or PowerPoint.

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Invitation-only onboarding. We reply within one business day to set up a walkthrough on your own accounts.

We use your details only to reply to this request. Your documents never train a model.

01The researchPublished studies, cited

Why teams automate this work.

25%faster task completion for consultants using AI, with 12% more tasks finished.Source: Dell'Acqua et al., Harvard Business School / BCG field study (2023)
40%higher-quality output on the same tasks for consultants working with AI.Source: Dell'Acqua et al., Harvard Business School / BCG field study (2023)
28%of a sales rep's week is spent actually selling. The rest goes to admin, research and data entry.Source: Salesforce, State of Sales, 5th ed. (2022)
02How it worksYou approve every step

From buying signal to signed-off proposal.

  1. i.

    Built from your own work

    Upload your best proposals, decks and case studies. Each draft is matched to the account's signals and your most relevant past work.

  2. ii.

    A person approves every draft

    Your approver reviews and signs off before anything goes out. Everything is human-approved before it is sent.

  3. iii.

    Delivered in the formats you use

    Final proposals go out as Word, PDF or PowerPoint, and the proposal is logged in your CRM with the account it belongs to.

Questions, answered

What is proposal automation?

Proposal automation uses software to assemble a tailored first draft of a proposal from your own past work and what the prospect is doing, so the team spends its time on judgment and review instead of a blank page.

Does a person review every proposal?

Yes. Every proposal needs your approver's sign-off before it goes out. Everything is human-approved before it is sent.

Is our data used to train AI models?

No. VIPMarketing runs in a private, hosted workspace. You own every document and record, and none of it trains a model or serves anyone else.

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