Customer story
Prolexity reduced the proposal time to single minutes and improved close rate significantly
Proposal.biz now drafts Doyle Albee's PR proposals, charts and print-ready PDFs, so his small team spends its time on research and strategy.
- Industry
- PR & communications
- Location
- Boulder, Colorado
- Team size
- 2 to 10 employees
- Use case
- PR proposals
Features used
- AI proposal generation
- AI charts and illustrations
- PDF export
- Client approvals
The results
Proposal turnaround at Prolexity
| Measure | Before · previous tool | With Proposal.biz |
|---|---|---|
| Time to create a proposal | About 3 hours | A few minutes of final tweaks |
| Fixing page breaks before print | 30–45 min on every PDF request | No manual fixes Pages size themselves |
The customer
About Prolexity
Prolexity is an independent communications firm in Boulder, Colorado. It builds earned-media credibility for AI, robotics and deep tech companies, a practice it calls Credibility Architecture.
Its work spans four disciplines: earned media, AI search visibility, executive visibility and narrative development.
The challenge
Every proposal hour came out of strategy time
For a small firm, the hours spent on a proposal are hours not spent on research and client work. In his previous tool, one proposal took Doyle about three hours, and much of that went into manual formatting.
PDFs added more. Some of his clients print their proposals, so page breaks had to be fixed by hand on every request.
In Doyle's words
Hear how Doyle got his hours back
“What used to take me about three hours is now a few minutes of tweaks, and the PDF comes out ready to print. My time goes into research and strategy.”
The workflow
Four steps, with Proposal.biz handling the heavy lifting
Doyle runs every proposal through the same sequence. Two tools prepare the input, Proposal.biz does the building that used to take hours, and one more pass polishes the text.
- 01
Research
SparkToro
Audience insights that ground the proposal before any writing starts.
- 02
Prompt
Little Bird AI
Turns the research into a tight proposal prompt.
- 03
Generate
Proposal.biz
Writes the full proposal from the prompt, with charts, illustrations and a print ready PDF built in.
- 04
Refine
Prolexity Editorial Standard
Doyle's own Claude prompt, which polishes the draft for voice and style and checks it for AI detection.
What changed
Four Proposal.biz features behind the time savings
The gains did not come from one trick. Each feature below removed a specific piece of manual work.
AI proposal generation
A full draft from one prompt
Doyle brings the prompt he builds in Little Bird AI, and Proposal.biz writes the proposal. The work that took about three hours in his previous tool is now a draft plus a few minutes of final tweaks.
Results: About 3 hours down to a few minutes
PDF export
PDFs that paginate themselves
Proposal.biz sizes each page automatically, so content does not break in awkward places. That matters most when a client asks for a printout, and it removes the cleanup from every PDF request.
Results: 30 to 45 minutes saved per request
AI charts and illustrations
Visuals built inside the proposal
Pie charts, bar charts and illustrations are generated on demand. Doyle uses the illustrations more than he expected, and it saves him design time he used to spend elsewhere.
Results: Charts and visuals on demand, no separate design step
E-signatures and approvals
Client sign-off before anything goes out
Doyle also uses Proposal.biz to secure a client's approval on press releases before they are distributed. E-signatures are included on every Proposal.biz plan, the free plan too.
Results: Less risk before distribution
Table of contentsResults
Beyond proposals
The same workflow for every document a PR firm sends
From approved proposal to SOW
Turn discovery notes into a branded SOW with milestones and pricing, signed inside the document.
Agreements that go out the same day
Retainer and confidentiality agreements sit beside the proposal, so scope and contract never drift.
Price a one-off engagement fast
Send launch support, media training or crisis prep as a clean, itemised quote, not a full proposal.
Publish proof as well as pitch it
Get press releases signed off, then turn the results into a case study for your next pitch.
Built for PR teams
More in Proposal.biz for firms like Prolexity
Content Master
Build a reusable library from your website or past proposals. Update a bio, case study or testimonial once, and every document using it updates.
Branded to every client
Set your logo, colours and fonts once. Every proposal, quote and PDF goes out on brand, with no manual formatting before you hit send.
Open tracking & reports
See when a client opens your proposal, which sections they read and for how long, so you know when to follow up.
PR-ready templates
Start from templates built for PR work, like retainers, launch plans and media campaigns, then make them yours in minutes.
Build a reusable library from your website or past proposals. Update a bio, case study or testimonial once, and every document using it updates.
Set your logo, colours and fonts once. Every proposal, quote and PDF goes out on brand, with no manual formatting before you hit send.
See when a client opens your proposal, which sections they read and for how long, so you know when to follow up.
Start from templates built for PR work, like retainers, launch plans and media campaigns, then make them yours in minutes.
Resources