For Consultants

Consultants: Impress Clients with Professional Speed

Professional proposals every time. Impress clients with speed. Build a library of past proposals.

14-day free trial · No credit card required

The Consultant's Time Trap

Spending too much time on proposals instead of delivering value

Time-Consuming Creation

Spending 8-12 hours crafting each proposal from scratch. Missing billable hours.

20 hours/week

Inconsistent Quality

Quality varies depending on how tired you are. Some proposals shine, others fall flat.

40% variation

No Reusable Templates

Starting from zero each time. No way to leverage past successful proposals or maintain consistent branding.

0% reuse

How PreSales.IO Transforms Your Consulting Practice

Scale your practice without sacrificing quality

Template Library

Build a library of winning proposals. Reuse what works. Maintain consistent branding across all client work.

Instant Generation

AI analyzes client calls and generates customized proposals using your templates in minutes, not days.

Consistent Branding

Every proposal matches your brand guidelines. Professional, polished, and ready to impress.

Scale Your Practice Like Never Before

More proposals. Higher quality. Less stress.

5x faster
Proposals

Create proposals in 2 hours instead of 10

100%
Professional quality

Every proposal meets your high standards

80%
Reusable content

Build on past successes, never start from scratch

Built for Professional Consultants

Custom proposal templates with your branding
AI-powered client requirement extraction
Reusable project scoping frameworks
SOW generation from discovery calls
Multi-stakeholder collaboration tools
Version control and proposal history
White-label deliverables
Integration with project management tools

Your Workflow: Before vs After

Before PreSales.IO
  • Initial client call (1 hour)
  • Manually transcribe notes (2 hours)
  • Research similar projects (1 hour)
  • Find old proposal to use as template (30 min)
  • Start from scratch anyway (4 hours)
  • Realize you forgot key requirements
  • Re-watch call recording (1 hour)
  • Update proposal (2 hours)
  • Finally send after 3 days
  • Client already chose another consultant

Time spent: 12+ hours

Proposal win rate: 30%

After PreSales.IO
  • Initial client call with AI recording (1 hour)
  • Review AI-extracted requirements (10 min)
  • Select winning proposal template (2 min)
  • AI generates first draft (5 min)
  • Customize with your insights (30 min)
  • Add pricing and timeline (15 min)
  • Review and polish (20 min)
  • Send within 2 hours of call
  • Client impressed by speed and quality
  • Win more projects, scale your practice!

Time spent: 2.5 hours

Proposal win rate: 55%

As an independent consultant, PreSales.IO changed everything. I went from spending 20 hours a week on proposals to just 4 hours. That is 16 extra billable hours at $200/hour = $3,200/week. It paid for itself in the first day. Plus, my proposals look more professional than ever, and my win rate jumped from 30% to 55%.
SC
Sarah Chen
Independent Technology Consultant
$150K+ additional revenue in 2024

How It Works: From Client Call to Winning Proposal

1

Record Client Discovery

Have your discovery conversation. AI captures everything while you focus on understanding the client needs.

2

Review AI Insights

Get instant summary: project scope, requirements, budget, timeline, success criteria, and potential challenges.

3

Choose Template

Select from your library of proven templates. Pick one from a similar successful project.

4

AI Generates Proposal

AI uses client insights + your template to create a customized, professional proposal in 5 minutes.

5

Customize and Send

Add your personal touches, pricing, timeline. Send within hours and impress with your speed.

Ready to Scale Your Consulting Practice?

Join hundreds of consultants creating professional proposals 5x faster

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