Skip to content

From first client brief
to an approved proposal

Keep client requirements, expert decisions, team contributions and approvals connected from the first brief to the final version.

The problem

Writing the draft is no longer the hardest part

  1. Client brief arrives.

  2. First draft prepared.

  3. Requirements, assumptions and open questions identified.

  4. Decisions made about methodology, scope, staffing, timing and price.

  5. Every change creates a new round of coordination and rewriting.

  6. Senior leadership has to follow closely before approval.

General AI can help produce a draft. Releneo manages the work required to produce an accurate, coordinated and approved proposal.

Where work gets stuck

Make the hidden proposal work visible

  1. 01

    Verify the brief

    Separate client requirements from assumptions and open questions.

  2. 02

    Coordinate decisions

    Give each expert the context and decision that need their judgment.

  3. 03

    Keep everything aligned

    Carry approved changes through scope, staffing, timing and price.

  4. 04

    Review with confidence

    Show what changed, why it changed and what still needs approval.

How it works

One connected proposal workflow

  1. 01Client brief
  2. 02Working brief
  3. 03Expert decisions
  4. 04Proposal and resourcing
  5. 05Review
  6. 06Approval

People approve

  • Methodology
  • Staffing and timing
  • Scope and price
  • The final version

AI prepares and coordinates the work. People retain authority over every material commitment.

When the brief changes

Carry every approved change through the proposal

Original requirement

Research across three markets.

Changed requirement

Research across two markets, linked to the new client email.

Releneo identifies

  • Scope
  • Research approach
  • Team
  • Fees

Routes the decisions to

  • Research lead
  • Delivery lead
  • Commercial lead

Proposal, resourcing and price remain unchanged until the responsible people approve.

Build proposals your team can stand behind

Reduce reconstruction, contributor chasing and senior rewriting while keeping expert judgment and commercial decisions with your team.

Start with one recent proposal and show us how your team works today.