Head of sales
So every rep builds proposals on the current price list, not on last year’s file from someone’s inbox.
Uploaded the proposal template, the fresh price list and three proposals that closed big deals.
- docxProposal template
- pdfPrice list, November
- pdfBest proposals of the year
Shared with reps and dealers by email. Each works in their own ChatGPT or Claude, on their own tokens.
Saw that half the reps got stuck on the value calculation. Added a calculator to that step with the AI — the new version reached everyone at once.