AI Proposal Generation & Client Onboarding Automation for Professional Services
AI-powered proposal builders and onboarding workflows reducing friction from first contact to project kickoff
Value Proposition
Level Play Digital's AI proposal generation and client onboarding automation helps professional service firms reduce proposal turnaround by 80% and onboarding time by 71% while increasing win rates by 117%. Firms impress clients from day one with polished, automated workflows that scale effortlessly. Setup requires no coding, and our team guides you through template configuration and workflow setup.
Overview
Professional service firms spend hours creating proposals and onboarding new clients. Level Play Digital automates both processes with AI-powered proposal builders and onboarding workflows, reducing friction from first contact to project kickoff. Our AI generates professional proposals from client data, routes contracts for eSignature, and triggers automated onboarding sequences—reducing proposal turnaround by 80% and onboarding time by 71%.
Business Challenge & Our Solution
Common pain points and how we address them
Business Challenge
Why Is Proposal Creation Repetitive and Time-Consuming?
Every proposal requires copying client information, customizing templates, and formatting documents manually. This repetitive work takes hours per proposal and prevents you from focusing on high-value client interactions.
Why Are Follow-Ups Inconsistent During Onboarding?
After a proposal is accepted, onboarding requires multiple touchpoints—contracts, welcome emails, information gathering, and task assignments. Without systematic follow-up, clients feel forgotten and projects stall.
Why Is Onboarding Visibility Lacking?
You can't see where each client is in the onboarding process, which tasks are pending, or who's responsible for next steps. This lack of visibility leads to delays, missed deadlines, and frustrated clients.
Why Do Projects Stall Before Kickoff?
Without automated workflows, proposals sit unsigned, contracts aren't sent, and onboarding tasks pile up. By the time everything is ready, clients have moved on or lost interest.
Our Solution
AI-Powered Proposal Generation
Our AI analyzes client information and automatically generates professional proposals using your templates. Client data populates every field, reducing proposal creation time by 80% while maintaining quality.
Instant Digital Contracts & eSignature
Once proposals are accepted, digital contracts are sent instantly with eSignature requests. Clients can sign from any device, and signed contracts sync automatically to your CRM and project management system.
Automated Onboarding Sequences
After contract signing, automated onboarding sequences trigger welcome emails, information requests, and task assignments. Clients receive clear next steps, and your team knows exactly what to do.
Task Assignment & Progress Tracking
Onboarding tasks are automatically assigned to team members based on role and availability. Progress is tracked in real-time, ensuring nothing falls through the cracks and projects start on time.
Key Features
Comprehensive features designed for your industry
AI Proposal Builder
Pre-filled templates based on project type.
Digital Signatures
Immediate approval with audit tracking.
Task Automation
Assigns onboarding steps in CRM.
Client Welcome Portal
Personalized resource hub.
Follow-Up Sequences
Keep clients engaged during onboarding.
Frequently Asked Questions
Common questions about our solution
Results & KPIs
Measurable improvements from implementing our solution
| Metric | Before | After | Improvement |
|---|---|---|---|
| Proposal Turnaround | 3–5 days | < 24 hours | 80% faster |
| Client Onboarding Time | 7 days | 2 days | 71% faster |
| Proposal Win Rate | 30% | 65% | 117% increase |
| Admin Workload | High | -70% | 70% reduction |
Results may vary based on implementation and business-specific factors.
How It Works
Step-by-step process for implementing our solution
Client Information Captured
Client information is captured through your CRM or intake process, including project details, budget, and requirements.
AI Generates Proposal Automatically
Our AI analyzes client data and automatically generates a professional proposal using your templates, populating all fields with client information.
Proposal Sent & Tracked
The proposal is sent to the client via email with tracking enabled. You receive notifications when it's opened and can follow up automatically.
Contract Sent Upon Acceptance
When the client accepts the proposal, a digital contract is sent instantly with an eSignature request. Clients can sign from any device.
Onboarding Sequence Triggers
After contract signing, automated onboarding sequences trigger welcome emails, information requests, and task assignments to your team.
Project Ready for Kickoff
All onboarding tasks are completed automatically, and the project is ready for kickoff. Clients receive clear next steps, and your team knows exactly what to do.
Manual vs Automated
See the difference automation makes
| Aspect | Manual Process | AI-Powered Automation |
|---|---|---|
| Response Time | 3-5 days proposal turnaround time | < 24 hours proposal turnaround |
| Lead Qualification | Manual proposal creation and customization | AI-powered automatic proposal generation |
| Data Entry | 7 days client onboarding time | 2 days client onboarding time |
| Follow-up | 30% proposal win rate | 65% proposal win rate |
| Scalability | High admin workload | 70% reduction in admin workload |
Performance metrics are based on typical implementations. Actual results may vary based on your business size, industry, and how you configure and use the automation.
Trusted & Compliant
Built on industry standards and trusted integrations
Industry Standards
- SOC 2 Type II certified infrastructure
- Encrypted data transmission (TLS 1.3)
- GDPR and CCPA compliant
- Regular security audits and compliance reviews
- eSignature platform API compliance
Ready to Transform Your Business?
Let's discuss how this solution can work for your professional services business.
Schedule a free consultation to explore your specific needs and see how our automation can drive results.