Proposal Automation for Service Businesses

Your team's expertise, codified — so every proposal takes a fraction of the time and lands better than the last.

Sound familiar?

Your team spends hours pulling a proposal together. Multiple people contribute — a section each, a review here, a number checked there. By the time it's 99% done, you're almost relieved.

Then someone finds a glaring error. Now it's a late night, a deadline is looming, and the people who should be delivering work for existing clients are back in a document, fixing something that shouldn't have happened.

And even when everything goes smoothly — the hours spent on proposals are hours not spent on paid work. That cost is real, even if it's never measured.

You've probably tried a few things. ChatGPT for sections — but it writes in a way that's too generic to capture what actually makes your business different. Off-the-shelf software solutions — but they start at tens of thousands of dollars a year, lock features behind licence tiers, and weren't built for your specific process.

The problem isn't that proposal automation doesn't exist. It's that nothing has been built specifically around the way your business works.

See it in action

Below is a walkthrough of the workflow — from a discovery session transcript through to a completed proposal output. This is the same process I'd build for your business.

What I build

I build a custom proposal automation system — designed around your team, your clients, and your process.

The system codifies the expertise of your business. It draws on the content of your previous proposals, understands the value you deliver to different types of clients, and produces polished, accurate drafts — in whatever template the submission requires.

For businesses responding to RFPs, where the required template changes with every submission, this is particularly valuable. Feed in the new template and the system adapts. For businesses with a consistent format, the template is set once and used every time.

Everything is managed in one place — a platform your team can actually use without technical training. The automation runs in the background. You don't need to touch it.

You pay once. You own it. No subscriptions, no licence gates, no ongoing platform cost.

How it works

1

Free intro call (15–20 minutes)

We start with a short call — no cost, no commitment. I'll explain exactly what I can deliver and how the process works. You'll leave with a clear sense of whether this is right for your business, and confidence that I understand your specific situation.

2

Paid discovery ($1,500)

This involves at least a few one-hour conversations with the key people involved in your proposals process. I map how your business creates proposals today, what makes your submissions different, and what the right automated solution looks like for your setup.

I present a detailed proposal for the build — scope, timeline, and fixed price. If the numbers don't justify the investment, I'll tell you.

3

Build

The build is delivered in two phases. First, an MVP — a working version of the system that I get in front of you as quickly as possible, so you can give real feedback before anything is locked in. The final solution is then shaped around that feedback, so what you receive is exactly what you need.

Paid discovery — $1,500

What's included

  • Multiple working sessions with your proposals team

  • Full mapping of your current proposals process

  • Design of a proposed automation solution built for your specific business

  • ROI assessment — is the build investment justified?

  • Detailed build proposal: scope, timeline, and fixed price

One thing worth knowing: if the discovery process reveals that the cost of building this solution wouldn't give your business a strong enough return, I'll tell you. The $1,500 buys you an honest, expert assessment — not a guaranteed recommendation to build.

I've been on your side of this

Joe SutheranJoe Sutheran

Joe Sutheran

AI Solutions Practitioner

I'm Joe Sutheran. Before I built AI systems, I spent nearly a decade working inside NZ service businesses.

I worked as a solutions architect at a digital transformation agency — personally involved in RFP responses and proposal processes. I know what it's like to be the person pulling that document together under pressure.

I've also worked inside a digital marketing and design agency and a national recruitment business. Proposals, pitches, and submissions were part of the job in both.

That background — plus two years building production AI systems — is what I bring to this. I can walk into a service business and quickly understand how proposals actually work, where the friction is, and what a solution needs to do.

Ready to talk?

If your business has a proposals problem, I'd like to hear about it. The intro call is free — 15 to 20 minutes, no pressure, no pitch. Just a conversation to find out if this is right for you.

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Currently working with Wellington professional services and national tourism & hospitality businesses.