Workflow examples

Each example traces a real workflow from a recorded call through term extraction, proposal generation, contract, and payment. See exactly how the terms move through each step.

• consulting

  Workflow Example: Sales Call to Consulting Proposal

  A recorded consulting scoping call becomes a traced proposal in one step. See the transcript excerpt, extracted terms, proposal line, contract clause, and payment milestone.

• web-design

  Workflow Example: Sales Call to Web Design Proposal

  A website redesign scoping call becomes a traced proposal in one step. See the transcript excerpt, extracted terms, proposal line, contract clause, and payment milestone.

• marketing

  Workflow Example: Sales Call to Marketing Retainer Proposal

  A marketing retainer scoping call becomes a traced proposal in one step. See the transcript excerpt, extracted terms, proposal line, contract clause, and payment schedule.