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

Doyle Albee of Prolexity
“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.

  1. 01

    Research

    SparkToro

    Audience insights that ground the proposal before any writing starts.

  2. 02

    Prompt

    Little Bird AI

    Turns the research into a tight proposal prompt.

  3. 03

    Generate

    Proposal.biz

    Writes the full proposal from the prompt, with charts, illustrations and a print ready PDF built in.

  4. 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

Client brief prompt next to a PR retainer proposal draft in Proposal.biz

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

Export as PDF dialog over a proposal with a page break added automatically

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

Chart request prompt next to a bar chart of expected coverage by channel

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

Approve press release dialog with a signature over an approval and sign-off page
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.

Content Master library next to a PR retainer proposal page

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.

Content Master library next to a PR retainer proposal page

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.

Content Master library next to a PR retainer proposal page

PR-ready templates

Start from templates built for PR work, like retainers, launch plans and media campaigns, then make them yours in minutes.

Content Master library next to a PR retainer proposal page

Want your next proposal to
take minutes, not hours?