AI Professional Services Add-On Proposal Drafter

WHAT IT DOES

This AI agent helps you create structured proposals for professional services add-ons. Given a proposal name, client name, core product/service, add-on services offered, pricing, and key benefits, it identifies the five most important proposal priorities for communicating the add-on value to the client. For each priority, it provides a one-sentence rationale explaining why that aspect matters and a draft subject line for the corresponding communication. Perfect for sales teams, services leaders, account managers, and business executives managing professional services offerings, upsell opportunities, and client communications.

HOW TO USE

Open the agent in BotSurf's panel interface. Enter your proposal name—this could be Implementation Services, Premium Consulting Package, or Custom Development Services. Provide the client name, such as Acme Corp or Global Enterprises. Enter the core product or service the client is purchasing. List the add-on services offered, one per line, such as implementation and setup, training and onboarding, custom development, or ongoing consulting. Provide the pricing for the add-on package. Then list the key benefits, one per line, such as faster time-to-value, expert guidance, reduced risk, or customized solution. Press the "Draft add-on proposal" button. Within seconds, the agent returns a structured professional services add-on proposal highlighting the five most critical priorities, each with a clear rationale and a ready-to-use subject line for emails, client presentations, or stakeholder communications. You can also click "Use page selection" to pull services from the current page if they are already documented.

WHAT IT SENDS

When you press "Draft add-on proposal", the agent sends exactly the proposal name, client name, core product, add-on services, pricing, and benefits you entered. No other data—no browser history, no cookies, no page content beyond what you explicitly provide—is transmitted. Usage logs record only the fact that a run occurred for billing purposes, never the content of your proposal or services details. All processing occurs through BotSurf's secure bridge; your proposal information is not stored or used for training.

SUBSCRIPTION

$19.99/month with a 7-day free trial. Each subscription includes 100 runs per month—sufficient for multiple proposal sessions across your organization. Unused runs do not roll over. Cancel anytime from your account settings; no long-term commitment. The free trial gives you full access to the agent's capabilities for seven days, with a limit of 100 runs during that period.

THE PANEL

The agent runs in a draggable, resizable panel that snaps to the edges of your browser window. Collapse it to a small bubble when you need screen space. Press Escape to close the panel. Position and state persist across sessions when you are logged in.

PLEASE NOTE

AI can be wrong. This tool provides general information and proposal suggestions, not professional business or legal advice. Always review and validate proposals with your services team, sales leadership, and relevant stakeholders. The agent is designed to accelerate your workflow, not to replace human judgment in client negotiations.