AutoArchWorkflowsWF-11

Fee proposal generation

Rebuilding the same proposal for every project.

HUMAN STEPS
1
AUTOMATED
4
RECLAIMED
~4 hrs/month

WF-11 — Fee proposal generation. 1 human step, 4 automated steps, about 4 hours a month reclaimed.

  1. Step 1. Brief structured (PROJECT)
  2. Step 2. Map scope to CoA work stages
  3. Step 3. Build the stage fee schedule, GST shown separately
  4. Step 4. Draft, name and file the proposal
  5. Step 5. Proposal issued + tracked (EMAIL + WHATSAPP)

Risk points in this workflow:

  • Proposal unanswered. A proposal with no follow-up is a lead you already paid to win, going cold.

Steps you still do:

  • Approve and send

What it actually does

  1. 01Brief structured
  2. 02Map scope to CoA work stages
  3. 03Build the stage fee schedule, GST shown separately
  4. 04Draft, name and file the proposal
  5. 05Proposal issued + tracked

The risk this covers

Proposal unanswered

A proposal with no follow-up is a lead you already paid to win, going cold.

What you still do

  • Approve and sendYou still sign it

Everything else runs without you.

Part of

All fifteen workflows →
WORKFLOW
WF-11
BAND
ENTRY
REV
01