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.

• accounting

  Workflow Example: Sales Call to Accounting Proposal

  An accounting scoping call becomes a traced proposal in one step. See the transcript, extracted terms, proposal line, contract clause, and payment milestone.

• branding

  Workflow Example: Sales Call to Branding Proposal

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

• construction

  Workflow Example: Sales Call to Construction Proposal

  A kitchen remodel scoping call becomes a traced proposal in one step. See the transcript, extracted terms, proposal line, contract clause, and milestone.

• consulting

  Workflow Example: Sales Call to Consulting Proposal

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

• event-planning

  Workflow Example: Sales Call to Event Planning Proposal

  A product launch scoping call becomes a traced event planning proposal. See the transcript, extracted terms, proposal line, contract clause, and milestone.

• freelance

  Workflow Example: Sales Call to Freelance Contractor Proposal

  A freelance scoping call for a 3-month app build becomes a traced proposal. See the transcript, extracted terms, proposal line, contract clause, and milestone.

• graphic-design

  Workflow Example: Sales Call to Graphic Design Proposal

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

• interior-design

  Workflow Example: Sales Call to Interior Design Proposal

  An interior design scoping call becomes a traced proposal in one step. See the transcript, extracted terms, proposal line, contract clause, and 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, extracted terms, proposal line, contract clause, and schedule.

• photography

  Workflow Example: Sales Call to Photography Proposal

  A wedding photography scoping call becomes a traced proposal for a full-day shoot. See the transcript, extracted terms, proposal line, and contract clause.

• sales

  Workflow Example: Sales Call to Sales Proposal

  A SaaS enterprise pilot call becomes a traced proposal in one step. See the transcript, extracted terms, proposal line, contract clause, and payment milestone.

• seo

  Workflow Example: Sales Call to SEO Proposal

  A 6-month SEO campaign scoping call becomes a traced proposal in one step. See the transcript, extracted terms, proposal line, contract clause, and milestone.

• social-media

  Workflow Example: Sales Call to Social Media Proposal

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

• software-development

  Workflow Example: Sales Call to Software Development Proposal

  A CRM build scoping call becomes a traced software development proposal. See the transcript, extracted terms, proposal line, contract clause, and 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, extracted terms, proposal line, contract clause, and milestone.