INProfessional services
Invoice Agent
Job reports and timesheets into draft invoice lines.
Builtest. 30 hrs a month back
$3k to $9kCustom · by proposal
Professional services · Custom agent · by proposal
Proposal Agent
Call transcript to proposal, quote and sign page. Good discovery calls turn into proposals days later, written from memory.
Agent facts
Proposal Agent
Professional services · Custom build
- Reads
- The discovery call transcript, your price book
- May change
- A draft proposal, a HubSpot quote, an acceptance page
- Never
- Sends anything, discounts, commits to dates
- Approval
- A partner approves before it sends
- Written to
- The HubSpot record, every action, with a timestamp
- Run cost
- AI usage at cost, with a cap you set
- Off switch
- One toggle. Nothing is lost
An example run, start to finish.
Press replay to watch each step, and where a person approves.
- The work
- Good discovery calls turn into proposals days later, written from memory.
- The agent
- Turns the call transcript into a scoped proposal, a HubSpot quote and a page the client can sign.
- A person approves
- A partner reads and approves before anything is sent.
DISCOVERY CALL · 38 min · transcript"...we lose about a day a week re-keying..."
"...need it live before end of quarter..."
"...need it live before end of quarter..."
Drafted within the hour:
- Scope written · 4 deliverablesDone
- Quote built in HubSpot · 3 line itemsDone
- Acceptance page ready to signDone
- Proposal ready to sendWaiting on a person
$3k to $9k to set up.
$175 to $300 a month to run, plus AI usage at cost, with a cap you set. All prices in Australian dollars, excluding GST.
How long until it is live?
Three to eight weeks, including testing on your real records and a pilot with a person in the loop.
What happens when it gets something wrong?
Anything that matters stops at a named person before it takes effect. Every action is written to the HubSpot record with a timestamp, so mistakes are visible and reversible, and one toggle switches the agent off.
Who approves its work?
A partner approves before it sends.
What does it need from us?
A HubSpot account on Professional or Enterprise, someone who knows the process today, and an hour to agree the rules: what it may touch, and what it must never do.
Agents that read the same record.
They share one HubSpot record, so each picks up where the other left off.
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