Solutions · Marketing & Sales
AOS.work turns discovery notes into a customer brief, a proposal and a follow-up draft, grounded in the product facts and brand guidance your team shares.
Use these discovery notes to prepare a proposal for the customer's operations team. Include relevant approved examples, a short deck and a follow-up email draft.
Operations team · proposal pack
- Owner
- Account leadR
- Due
- Thursday
proposal-deck.pptx
Today
Context gets lost
Customer priorities stay in call notes while the proposal starts from a blank document.
The best material is hard to find
Approved claims, case studies and brand guidance sit in different folders.
Every handoff needs a rewrite
Marketing, sales and account teams rebuild the same story in different formats.
How it works
A proposal Skill combines the customer's needs with approved materials from Library. The account owner reviews the outputs before sharing them.
- 01
Build the customer brief
Read the notes and account context. Separate confirmed needs from open questions.
- 02
Choose the right story
Confirm the audience and scope. Retrieve approved product facts, brand guidance and relevant cases.
- 03
Create the review pack
Draft the proposal, deck and email from the same brief. Flag claims that need evidence.
- 04
Carry the context forward
Save files to Task Outputs and next steps to Base. The owner reviews and sends the follow-up.
What changes
A brief everyone can use
Customer needs, constraints and open questions travel with the work.
Claims with a source
Proposals draw on approved materials, with evidence available for review.
A consistent voice
Brand guidance lives in the Skill and source material, across every format.
Connected deliverables
The deck, proposal and email start from one agreed customer brief.
A useful next step
Follow-up drafts keep commitments and unanswered questions in view.
Review before release
Outputs link back to the task. The account owner decides what to share.
Skills for this workflow
Turn notes into needs, constraints and open questions.
Create a proposal and deck from approved source material.
Draft the recap, commitments and next steps for review.
Turn an audience and product brief into a campaign outline.
Example Skills, configured to your process and released through Explore.
See how your approved content becomes a proposal pack for a real opportunity.