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AI Intake & Proposal Demo

A prospect asked for help. Here's how a proposal gets built.

See how LoopLogiQ turns a vague inquiry into a tailored discovery brief and a ready-to-review proposal — with a human approval step before anything reaches a client.

Interactive demo · No signup required

New Inquiry · Intake Idle
Click "Simulate a New Inquiry" above to begin.

Discovery Brief (CRM)

Request
—
Current tools
—
Team size
—
Timeline
—
Budget range
—
Status
—

Automation Activity

  • Inquiry received
  • Request classified
  • Missing details gathered
  • Discovery brief created
  • Proposal draft generated
  • Routed to owner for review
  • Approved by owner
  • Sent + follow-up scheduled

Proposal Draft (Google Docs)

AWAITING REVIEW

Client Onboarding Automation — Proposal

Scope
Client onboarding automation
Timeline
—
Investment
Pending owner review

🔔 Owner Review Needed

New proposal ready to review

Client onboarding automation

Nothing goes to the client until you approve it.

Inquiry Received → Discovery Brief → Proposal Drafted → Owner Approved → Sent to Client

The busywork is gone. The judgment call stayed yours.

Nothing with pricing or commitments ever reaches a client without your sign-off.

You still decide what goes out. You just stop starting from a blank page every time.