Proposal + Sales Operations System
Every proposal WSOL sends is assembled from the same parts: a scope, a prior case, a pricing structure and a version that has to match what was actually said in the room. Held in loose files, that work gets retyped every time. This is the internal system that made it one process.
A system consolidating proposals, cases, scopes, versions and sales documents into one working process from concept to client delivery.
A proposal and case library that shortens preparation while preserving a consistent language.Discuss a similar projectCase study
Proposal creation moved from manual copying between files to a structured process with a component library, validation and reusable patterns.
A proposal is not one document. It carries a scope, a case reference, a delivery boundary, a pricing structure and a version that has to match what was agreed in conversation. When those live in separate files, every new proposal starts by hunting down the closest previous one and copying from it. Wording drifts between versions, an old scope line survives into a new offer, and nobody can say with certainty which document is current.
One working process: intake · scope · assemble · review · dispatch. Proposals, cases, scope blocks and sales documents sit in one library instead of in files. Text is composed from reusable components rather than retyped, so a scope clause or a project description has a single source. Versions are tracked, validation runs before a document leaves, and the file the client receives is generated from the same structure that feeds the internal record.
This is a capability record, not a results claim. We describe the system and how work moves through it: the component library, version handling, validation and the path from concept to client delivery. We publish no number for time saved, win rate or proposal volume, because we hold no measurement we would stand behind. What we can state plainly: WSOL's own sales operation runs on it, the same class of system we build for clients. Proof over promises starts here.
Capabilities
Scope clauses, case descriptions and pricing blocks are stored once and composed into a document, instead of copied out of the previous proposal.
Every proposal carries a version and a lineage, so the current document is identifiable and rejected wording does not leak forward into new offers.
Structural checks run before a document leaves: required blocks present, scope and pricing consistent, no leftover text from the source it was built from.
One process from the first scoping note to the file the client receives, with the internal record and the sent document generated from the same structure.