AI for sales: turn verified notes into a useful proposal
Give Brainbaby verified discovery notes, the offer and the next action you want. It can help prepare a follow-up, proposal outline or presentation brief. Check pricing and promises before sending, and keep private customer details out of public examples.
Problems to make explicit in the brief
Brief context
A follow-up that repeats the pitch without answering the customer’s question.
Brief context
An offer with unclear scope, price or next step.
Brief context
Notes that do not distinguish confirmed facts from assumptions.
How Brainbaby fits the workflow
Summarize a discovery discussion
Provide notes you are allowed to share. Ask for confirmed needs, open questions and a proposed next step in separate sections. Correct misunderstandings before reusing the summary in a proposal or follow-up.
Draft a clear follow-up
Name the recipient’s stated problem, the agreed offer and the response you need. Ask for a short message with one call to action. Review the draft and use your normal, permissioned communication process to send it.
Prepare a proposal and deck brief
Keep the scope, price, exclusions and timeline consistent across the document and presentation. Mark unanswered items explicitly. Brainbaby can help format the story, but it cannot verify your customer’s facts or promise a closed sale.
Example: an eight-slide proposal from verified notes
A fictional local café asks about a loyalty program. The draft keeps missing budget and performance data visible rather than turning assumptions into claims.
An illustrative task brief
Context: A fictional café wants to evaluate a simple loyalty program. Confirmed notes: The owner wants customers to understand the offer, staff to explain it consistently, and a clear way to review the results. Unknowns: Budget, existing repeat-visit rate, expected uplift and implementation date. Task: Prepare an eight-slide proposal outline: situation, confirmed goals, proposed pilot, customer experience, staff workflow, measurement plan, open questions and next step. Use one main point and up to three short bullets per slide. Add speaker-note questions for the discovery meeting. Do not invent ROI, customer counts, savings or a testimonial. Label any illustrative scenario as an example. Then draft a short follow-up asking the owner to confirm the open questions. Do not send the message or start generation. Output: An editable proposal brief for review.
Review before you use the result
Review step
Compare every confirmed fact with the original discovery notes.
Review step
Verify scope, price and implementation assumptions before sharing.
Review step
Keep unknown performance data explicit; remove unsupported guarantees.
Review step
Review the recipient and intended next action before any message is sent.
Features and account allowances
Choose the tool for the task and check its allowance before running it. Image, video and builder balances can differ. Opening an example prepares a draft and does not execute the task.
Frequently asked questions
Does a sales draft send automatically?
The examples on this page open editable chat drafts and do not send messages. Review content and recipient details before using any connected sending action in the product.
Can Brainbaby remember account context?
Memory can retain selected preferences and context when enabled. Check what was recalled and update anything that changed. It is not a guarantee that every account fact remains complete or current.
Does Brainbaby connect to my CRM?
Check the connections available to your account for the specific service and permitted actions. A document export or text you can paste into a CRM is not the same as a live CRM integration.
Will a generated proposal close more deals?
It can help make an offer clearer, but sales outcomes depend on customer fit, timing, pricing and follow-through. Measure actual responses and purchases rather than relying on a generated prediction.