Carry what was agreed in the sale through to delivery.
Share needs, scope and expectations with the people preparing the proposal and carrying out the work.
Context worth sharing
Alice records the client's needs, Diego defines the deliverables and Marina adds the budget and approval conditions. César consults that context in his own AI to prepare Horizon Proposal without promising anything that has not been confirmed.
The problem the client needs to solve.
Record the need, conditions and concerns raised. Separate confirmed facts from the interpretation of whoever led the conversation.
The scope of what was agreed.
Keep approved scope, deadlines and conditions available. Distinguish requests still under review from commitments the team has already made.
From the sale to the work.
Share expected outcomes, responsibilities and open questions with whoever takes over the delivery and client relationship.
The proposal starts before the document.
It starts with what your team has heard.
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Illustrative example · Fictional people and records. Each participant uses an authorized connection.
Start for freeYour team already has the context.
Bring the right conversation into the proposal.
In this example, four people connect the client's request, scope and commercial terms. The proposal starts with available context and explicit limits.
People working together
Sales, solutions and negotiation pass their findings to the person preparing the proposal.
Different AIs
People keep their own AIs and share only authorized context.
Shared records
Needs, deliverables and terms remain available with their sources.
Authorized collection
Horizon Proposal gathers what César should consider before drafting the document.
Fewer meetings to repeat the brief.
More room for a thoughtful proposal.
Retrieve the client's request
Check the goal, audience and format before drafting the proposal.
Keep the boundaries visible
Know what is included, what is excluded and which information still depends on the client.
Discuss what remains undecided
Use the conversation to refine scope and terms without retelling the entire opportunity history.