Turn client conversations into proposals that move deals forward.
Turn discovery-call transcripts, meeting notes, and project briefs into polished, client-ready proposals—without starting from a blank page.
For agencies, consultants, software studios, and independent professionals.
Source Material & Call Notes
Discovery Call • Oct 14, 2026 • 42m 18s
“Right now onboarding takes 3 to 4 weeks per new advisory client. We are manually exporting PDFs and managing endless email chains. We need a unified portal by Q1 2027 to automate intake and give clients real-time portfolio status.”
“That completely aligns with what we automate. We can engineer the client portal with automatic intake workflows, connect to your reporting engine, and launch within 12 weeks. Budget target is $40k to $60k.”
Automate onboarding, live portfolio dashboard, launch by Q1
3-4 week intake delay, manual PDF exports, fragmented emails
12 Weeks (3 Phased Sprints)
$48,000 (Fixed Proposal)
Meridian Advisory Group — Client Portal & Workflow Automation
Prepared for: Sarah Jenkins, VP Operations • October 2026
Executive Overview
We recommend building a unified client portal that automates your onboarding workflow and delivers real-time portfolio visibility — reducing your team's manual effort and improving client satisfaction.
Understanding of Client Needs
Meridian's advisory practice has outgrown its current client intake process. Your team spends 3-4 weeks on each new client onboarding, relying on manual PDF exports and disconnected email chains. Clients lack a central view of their portfolio status.
Our Recommended Solution
A custom-built client portal with automated onboarding workflows, real-time reporting integration, and a client-facing dashboard — delivered in 12 weeks.
Scope & Phased Deliverables
Foundation Engine
- Automated intake workflow
- Core portal infrastructure
Integration & Visibility
- Finance reporting sync
- Client portfolio dashboard
Admin & Launch
- Admin management console
- Testing & client handover
Includes 12-week design, engineering, data integrations, and team training.
Illustrative sample proposal generated from unstructured discovery notes.
Designed to get you from first call to signed contract faster.
Eliminate repetitive drafting hours while keeping your proposals bespoke, accurate, and client-centric.
Save time on every proposal documentation
Turn hours of manual drafting into a structured, client-ready proposal in minutes from discovery notes or call transcripts.
Track the Client's interest
Gain complete visibility into buyer engagement—see the exact moment a client opens, views specific sections, signs, and accepts.
Refine with AI
Tailor, polish, and adjust proposal sections instantly with context-aware prompts—adjust tone, expand deliverables, or calibrate milestones.
From raw conversation to proposal in three steps.
A transparent workflow that structures your client notes without removing your strategic voice.
Add your context
Start with a meeting transcript, notes, or a project brief.
• Client: Meridian Advisory Group
• Pain: 4-week manual client onboarding delay
• Goal: Client portal with real-time portfolio tracking
Build your first draft
Drafted helps organize the information into a structured proposal.
• Executive Overview & Problem Diagnosis generated
• Phase 1-3 Deliverables matrix mapped to 12 weeks
• Investment framed with clear ROI value metrics
Refine and make it yours
Review the content, adjust the details, and prepare the proposal for your client.
• Polished executive presentation format
• Ready for direct client walkthrough
• Exportable to PDF or shareable document
A better proposal starts with understanding the client.
Bring the client's challenges, your recommended solution, and the engagement details into one coherent narrative.
Client Portal & Workflow Automation
Prepared for: Meridian Advisory Group
Prepared by: [Your Agency / Studio]
Date: October 2026
Validity: 30 Days
1.0 Executive Overview
2.0 Understanding of Client Needs
Your team currently manages each client onboarding through a combination of manual PDF exports, disconnected email chains, and spreadsheet-based tracking. Clients have no visibility into their portfolio status between meetings. This creates friction, slows your team, and leaves clients underserved.
3.0 Recommended Solution
A purpose-built client portal with automated onboarding workflows, real-time reporting integration, and a client-facing dashboard. The solution consolidates your team's workflow into a single platform, reducing onboarding time and improving the client experience.
4.0 Scope & Phased Deliverables
Foundation
- Automated onboarding workflow engine
- Client portal — core framework
- Secure client authentication
Integration
- Finance reporting integration
- Portfolio dashboard (client-facing)
- Automated weekly digest emails
Launch & Handover
- Admin management interface
- Testing, QA, and client handover
- Team training and video walkthroughs
5.0 Investment & Terms
12 Weeks
Structured across 3 distinct phases
$48,000
Terms: 50% on project commencement, 50% on delivery.
Illustrative sample proposal. Drafted helps you move from client discovery to a proposal-ready draft in minutes.
Tailored for professionals who close deals through discovery.
Built for service businesses that run consultative sales and need proposals that clearly communicate value.
Turn discovery calls into clearer project proposals.
Translate complex technical discussions and multi-stakeholder requirements into structured, phased scopes that get executive sign-off.
Phased scope architecture
Organizes sprint deliverables, technical boundaries, and milestones into phases clients easily understand.
Executive and technical buy-in
Bridges the gap between high-level business goals and technical feasibility so proposals get approved faster.
Reclaim non-billable hours
Eliminates 4 to 6 hours of manual proposal drafting after every discovery call.
Ideal for 5–50 person development studios, UX agencies, and digital product teams.
See sample documentClient Portal & Workflow Architecture
Generated from discovery notes • Ready for review
Phase 1–3 Deliverables: Onboarding engine, finance sync, client portfolio dashboard
Your next proposal could start differently.
Get in touch with Tricodify Labs to explore early access to Drafted.
Frequently Asked Questions
Common questions about Drafted, security, and how to get started.