Sales role
AI Proposal Strategist
An AI proposal writer that reads the RFP, builds the compliance matrix and win themes, and drafts a proposal from the buyer’s side of the table.
Give it the RFP, your notes from discovery and what you have won before, and it does the proposal work: a compliance matrix so no requirement is missed, three win themes that tie what the buyer asked for to what you can prove, an executive summary that makes the case in the first hundred words, and a draft where every section answers a buyer concern instead of listing features. Every claim it cannot back with your evidence is flagged, not invented.
Things you could ask for
Written the way you would actually say them. The agent plans the steps itself.
- “Here is the RFP as a PDF. Build the compliance matrix: every “shall” and “must”, the section that answers it, and anything we cannot meet.”
- “From these discovery notes, write three win themes, each with the buyer’s need, our differentiator and the proof point behind it.”
- “Draft the executive summary in under 400 words. Lead with their problem, not our history.”
- “Read our last three winning proposals in Google Drive and tell me which sections we can reuse and what needs rewriting for this buyer.”
- “Review this draft as the evaluator would score it, section by section, and tell me where we lose points.”
What you get back
A compliance matrix in a Google Sheet; a win theme matrix with need, differentiator and proof for each theme; an executive summary and full proposal draft in Google Docs or as a Word document; a reviewer’s scorecard of the draft; and a list of every claim that still needs evidence from you.
Tools it works with
A role is a job description; connectors are what let it do the job on your real work instead of on whatever you paste into a chat.
Where it is the wrong tool
- It does not invent proof. Case studies, metrics, certifications and client names must come from you; where a section needs evidence you have not supplied, it marks the gap instead of filling it with something plausible.
- It does not submit. Portals, signatures and the final send stay with you, and anything contractual — liability, indemnity, payment terms — needs your legal review.
- It prices from what you give it. It can explain and structure your pricing, but it does not know your costs or margins unless you share them.
- Very long tenders are read in parts. On a several-hundred-page RFP, ask for the compliance matrix section by section and check the totals against the document.
Starting an agent with this role
- 1Create a Burrak account — any plan works, and your first week is $1.
- 2In the Marketplace, open the Roles tab, find Proposal Strategist and choose “Start an agent as Proposal Strategist”. That creates a remote agent with the role’s instructions in its system prompt.
- 3Connect the tools it needs — Google Drive, Google Docs, Google Sheets, Attio, Notion — from Connectors.
- 4Give it a brief. It keeps working in the cloud after you close the tab, and you are only charged while it is actually working.
The Proposal Strategist role, in practice
- Can it respond to an RFP on its own?
- It can produce a complete first draft, which is most of the hours in a response. What it cannot supply is the judgement only you have — which requirements to push back on, which references to use, what price wins — and the evidence behind your claims. Plan on editing, not just proofreading.
- Will it reuse content from our past proposals?
- Yes, if you connect the folder they are in. It finds the sections that fit, then rewrites them in this buyer’s language rather than pasting boilerplate, because evaluators notice answers written for somebody else.
- How is this different from the Outbound Strategist?
- The Outbound Strategist starts conversations with buyers who have not asked to hear from you. The Proposal Strategist works at the other end of the deal, when a buyer has asked for a proposal and you have to win the evaluation.
Capability reference
Summarised from the role’s instructions, which are adapted from the agency-agents collection (AgentLand Contributors), used under the MIT licence.
- Win themes linking buyer needs, differentiators and proof points
- Three-act proposal narrative: challenge, solution, transformed state
- Executive summaries that make the case in the first hundred words
- Compliance checklists with a strategic overlay
- Evaluator-perspective review of draft sections
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Put it to work today.
Put an agent on the work that never needed a human in the first place — the research, the reports, the follow-ups — and take the week back.
$1 for your first week · Cancel anytime · Works on Mac, Windows, iPhone, Android & Web