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Pre-Sales OS

Know which clients are worth it before you write the proposal.

Paste a client’s brief. Get a clear verdict, the exact phrases behind it, and the questions to ask next.

Start freeTry the demo

15 days of Pro, no card. Your work stays open after that.

Try it on an example brief

Pick a brief:

From: Tom, Northlight Digital · website quote?

Hi! We need a new site for our product launch. Budget is flexible (flag 1), we just want it done right. It has to be live by the 30th because that's when we announce (flag 2). Think Stripe-level polish, plus a blog, a careers page and anything else that makes sense (flag 3). I'll pull in the founders once we've seen a few options, they're hard to get hold of (flag 4). Cheers, Tom

Verdict

High risk

Risk 81 · Fit 62

Risk81
Fit62

Why

  • No budget and a date that can't move. When both are true, the scope gives, into your evenings.
  • “Anything else that makes sense” leaves the scope with no edges.
  • The people who decide haven't seen the brief.

Ask firstAsk before you quote

  1. What range do you have in mind? A ballpark is fine.
  2. If the 30th is fixed, which pages must be live that day?
  3. Who signs off, and can they join a 20-minute call?
Start free to save it

Example briefs written by us

From inbox to yes or no, in three steps.

  1. Step 1: Bring the brief in

    Paste it, upload the PDF, record a voice note, or forward the client's email to your own Pre-Sales OS address.

  2. Step 2: Read the verdict

    Take, Proceed carefully or High risk, with the phrases that tipped it and how well it fits what you sell.

  3. Step 3: Reply, or pitch

    Send the questions, or turn the brief into a proposal draft in your studio's name and send it from the app. The dashboard tells you when to follow up.

A verdict is the start. Here’s everything after it.

See how it works
Before the call

A prep sheet for every brief

What they asked for, what’s missing, what to ask and what to quote around. One page, ready before you dial in.

The prep sheet for an analysed brief
Example data, made up by us.
When it’s worth it

A proposal draft in your studio’s name

Drafted from the brief and your answers, with your logo and terms. Your client gets a clean page and a PDF.

A proposal draft in the editor with the studio's logo
Example data, made up by us.
Every deal

A dashboard that says who’s waiting, and why

Today groups the deals that need you by why: the client answered your intake form, a snooze ended, a follow-up is due, or it’s simply your move. Watch keeps an eye on deals going cold and high-risk ones still open. After five closed deals, What wins starts to show your win rate by verdict, fit and risk.

The dashboard: today's deals grouped by why they need you
Example data, made up by us.

Forward, don't paste

Fit, not just risk

Intake forms

Snooze a deal

Follow up on time

Room for the team

What do proposals that don’t get signed cost you?

6
$90
8
43%
$2,460 a month, about 27 hours

The win rate starts at 43%, the average in Proposify, State of Proposals. And 52% of projects see scope creep (PMI, Pulse of the Profession). One proposal you don’t write is about $540 of your time. Pro is $29 a month.

Simple pricing.

Prices in USD · Compare every feature

Pro

15 days free

$29 a month

  • Unlimited analyses, pasted or forwarded by email
  • Verdicts, the phrases behind them and the questions to ask
  • Prep sheets, proposals and your pipeline
  • AI proposal drafts
  • AI cover, decline and counter-offer emails
  • Briefs from PDFs and voice notes
  • Intake forms for clients
  • AI win and loss patterns
Start 15 days of Pro

Agency

$79 a month

Everything in Pro for up to five people, sharing one pipeline. Starts after your 15-day Pro trial.

Start free

After the trial your work stays open, view only, until you pick a plan. Our free tools are always free.

Free tools. No sign-up.

Questions

Does it decide for me?

No. It shows you what the brief says and what it leaves out, with its reasons. You make the call, and you can disagree with any verdict.

Isn't this just ChatGPT with a prompt?

It uses a large language model, but the work is in what surrounds it: a fixed way of reading briefs for budget, timeline, scope and who decides, scores you can compare between briefs, fit against your own business profile, the exact phrases behind each call, and everything after the verdict: questions, prep sheet, proposal draft, and a pipeline that brings each deal back when it needs you.

What happens to the briefs I paste?

In the app, a brief is saved to your account so you can come back to it. It stays until you delete your account, which removes every brief, analysis and proposal. In the free tools, the brief is sent to our AI provider to produce the result and isn't saved, except that a full read you ask for is kept for 7 days so we can serve its link. We don't sell your data.

What happens after the 15 days?

Your account becomes view only. Every analysis, proposal and deal stays open, and proposals you've sent keep tracking. New analyses need Pro or Agency.

Can my team share one pipeline?

Yes, on Agency. Up to 5 people share clients, briefs and proposals, and only the owner pays.

There’s a brief in your inbox right now. Is it worth it?