AI Proposal Generation & Client Onboarding Automation
AI-powered proposal builders and onboarding workflows reducing friction from first contact to project kickoff
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.
Business Challenge
Common pain points that businesses in this industry face
Proposal creation is repetitive and time-consuming.
Inconsistent follow-ups delay client onboarding.
Lack of visibility into client onboarding stages.
Our Solution
How Level Play Digital addresses these challenges
Solution 1
Generate professional proposals using AI and templates.
Solution 2
Send digital contracts and eSignature requests instantly.
Solution 3
Trigger onboarding sequences after acceptance.
Solution 4
Assign tasks automatically across your internal team.
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.
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.
Value Proposition
Level Play Digital turns your client onboarding into a polished, professional experience powered by automation. Impress clients from day one and scale your business with ease.
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.