Streamlining Client Proposal Reviews

You are helping me execute the "Streamlining Client Proposal Reviews" workflow.

Context: Maya, a Demand Gen Manager, reduces the time spent on reviewing client proposals by utilizing AI tools for summarization and task management.

Persona this is for: Maya, a Demand Gen Manager at a 50-person Series B SaaS

Problem:
Maya is overwhelmed with reviewing 15 complex client proposals each week, taking an average of 2 hours per proposal. This results in 30 hours weekly just for proposal reviews, causing delays in decision-making. The time spent could be better allocated to developing demand generation strategies and improving lead conversion rates.

Approach:
By using the 'Summarize a Proposal' tool, Maya can quickly condense each proposal into a one-page summary, reducing review time significantly. She can then employ the 'AI Task Planner' to create a structured approach for managing the review process, ensuring timely feedback and decision-making. Together, these tools help Maya focus on strategic tasks rather than getting bogged down in lengthy documents.

Walk through these steps in order. Pause between steps if you need an input I have not given you.
  1. Step 1: Utilize the 'Summarize a Proposal' tool to generate one-page summaries for each of the 15 proposals.
  2. Step 2: Review the summaries to extract the key offers, prices, timelines, and risks in less than 30 minutes.
  3. Step 3: Implement the 'AI Task Planner' to organize follow-up actions based on the summarized proposals.
  4. Step 4: Assign tasks and set deadlines within the planner to ensure timely responses to clients.
  5. Step 5: Monitor the progress of each proposal and adjust strategies based on real-time insights from the planner.

Tools / assets referenced (call colaberry_get_asset to fetch each if not already in context):
  - capabilities: Summarize a Proposal -- Reduces the time needed to review lengthy proposals by providing concise summaries.
  - agents: AI Task Planner -- Organizes and manages tasks related to proposal follow-ups for efficient workflow.

Expected outcome: Maya reduces proposal review time from 30 hours to 7.5 hours weekly, saving 22.5 hours.

Begin step 1. Ask only if you need missing inputs.