SALES PROPOSAL / HARUKA WORKS

More time for the proposal.

Less effort on the document.

Improve the sales-document workflow · A four-week pilot

Keep the quality. Reduce repeated work.

An illustrative proposal for the fictional company Haruka Works.

Illustrative proposal documents and folder
AI-generated concept illustration

01 / More inquiries. No more breathing room.

Research, drafting, review and layout are split across people. The same checks are repeated before a proposal reaches the customer.

Where could we first reduce repeated work?

02 / Proposal production trails inquiry growth

Illustrative monthly inquiries and proposals

In this fictional dataset, inquiries rise from 120 to 240; proposals from 52 to 78. These are assumptions for discussion, not real results.

03 / Connect evidence, review and output

Keep content, data and design in local files. Review them together before exporting the proposal.

Illustrative proposal production process

AI can support a draft. People check the facts and make decisions.

04 / From 12 hours to 7. A hypothesis first.

Illustrative task hours and untested pilot targets

Current: 12 hours. Pilot target: 7 hours per proposal. The five-hour difference is an assumption to test over four weeks, without skipping review.

05 / Make time for drafting and review

Composition of illustrative working time

Drafting: 4 hours. Research: 3. Review: 3. Layout: 2. Start by reusing drafts and reviewing changes in the source.

06 / Change the way the work gets done

Area Illustrative current state Pilot approach
Evidence Copy into each document Keep CSV / JSON nearby
Content Review the finished file Read Markdown changes
Design Format every time Reuse CSS
Quality Manual visual check Human review + validation

Evaluate workflow fit and the learning effort as well as time saved.

07 / From local files to a clear proposal

Production architecture using implemented WworPoint features

WworPoint includes no AI model. Vega-Lite and Mermaid generate the visuals; validation and export happen locally.

08 / Four weeks. One focused pilot.

Illustrative pilot plan
WeekMilestoneOwnerCheck
1Baseline agreedSales opsMeasurement method
2Test one proposalSales repContent and evidence
3Fix review stepsSales leadChanges and reproducibility
4Review and decidePilot teamQuality maintained

Start with one proposal theme. Review the results before expanding.

NEXT STEP / A SMALL, REVIEWABLE START

Start with one proposal.

Improve the process together.

Proposed decision: begin a small four-week pilot.

A fictional proposal. No time-saving or ROI guarantee.