Social media agency
Bellwether Social: From a sales call to a finished, priced proposal in about a minute.
Bellwether Social plans, shoots and posts social media for local businesses. We built Proposal Studio, a private tool that reads each sales call from their meeting recorder and drafts the whole proposal in their voice, with their own services and their own prices.
The call's summary comes in on its own. Add any extra context, then generate the proposal.
- 01
The challenge
Every discovery call ended with the same homework: turn the notes into a proposal, check the rate card, build pricing options and format it all, then do it again for the contract and the onboarding packet.
- 02
What we built
- Calls sync in from Granola, their meeting recorder, with the summary and full transcript
- AI drafts the full proposal using only services they actually sell
- Every price checked against their rate card, with anything off flagged
- Good, better and best packages, and one-sentence rewrites of any section
- Branded PDF and Word exports, plus contracts and onboarding docs from their own templates
- A client pipeline that tracks every account from first call to onboarded
- 03
The result
The team goes from a finished call to a branded proposal without retyping a single note, then reviews it and sends it from the same place. Every client's path from lead to onboarded lives in one tool.
More case studies
Ready to eliminate busywork?
Every build is fully custom, so we price it to your scope. Start with a free 30-minute call and you'll leave with a fixed quote. No commitment.