Process Place captures your leads, books your calls, and turns your discovery conversations into ready-to-send proposals — scoped, priced, and ready for signature. In minutes, not hours.
14 days trial. No credit card.
Never carry the data around several apps again
Your whole agency context works as a single brain
Email sync
Call Transcripts
Submitted briefs
Agency context
Tailored proposal
Sound familiar?
A lead emails you. You scramble to find time for a call. You get on the call without context. You take notes on a napkin. Then you spend 3 hours that weekend writing a proposal in Google Docs — copying and pasting from the last one, hoping you remembered everything they said.
64%
of agencies write proposals in Google Docs. By hand. Every time.
80%
spend 1–5+ hours per proposal. 38% spend 3 hours or more.
10%
use a dedicated proposal tool. Most rely on templates and memory.
How it works
From “I’m interested” to signed contract — one unbroken line.
Step 1
A lead lands on your intake page
Your AI chatbot captures scope, budget, and timeline, builds a structured brief, and books the call. You show up prepared.
Step 2
The call writes the proposal
Records and transcribes your call. One click — AI turns the brief, transcript, and pricing into a full draft. Start at 80%, not zero.
Step 3
They sign. You start.
Send the proposal with built-in contract and e-signature. Client signs in one click. Deal moves to “Won” automatically. No more PDFs.
What's included
Everything you need to close deals
AI Handles Intake
Stop jumping on calls blind.
Your client-facing chatbot asks the questions you'd ask — but before you ever get on a call. It adapts based on their answers, captures what matters, and generates a structured brief you can review over coffee before the meeting. Clients feel taken care of. You feel prepared.
Proposals From Calls
Stop rewriting the same proposal from scratch.
The AI listens to what your client actually said on the call — not what you half-remember two days later. It drafts a proposal using your services, your pricing tiers, and the specific requirements from the conversation. You start at 80% done instead of staring at a blank Google Doc. Average time saved: 3–5 hours per proposal.
See Your Pipeline
Every lead, every stage, one board.
Kanban pipeline from first inquiry to signed contract. Deals move automatically as clients complete intake, book calls, receive proposals, and sign. No more digging through email threads to figure out where things stand. No more leads falling through the cracks.
Contracts & E-Signatures
Close the deal in the same place you pitched it.
Attach terms, send for signature, get it signed — without bouncing between DocuSign, email, and a shared drive. The proposal becomes the contract. The client signs. The deal closes. One flow.
Difference
Without Process Place
Leads email you, you respond when you remember
Discovery calls with zero prep
3–5 hours writing each proposal in Google Docs
Copy-pasting from old proposals and hoping it's close enough
Chasing signatures through email threads
Leads lost because you took too long to follow up
With Process Place
AI captures the brief before the call even happens
You walk into every discovery call fully prepared
Proposals drafted in minutes from the actual conversation
Scope, pricing, and timeline pulled from what they told you
Contracts signed in one click, in the same flow
Every lead tracked from first touch to signed deal
Customer stories
“I used to spend Sunday nights writing proposals. Now the AI drafts it after the call and I clean it up in 20 minutes. Got my weekends back.”
“The intake chatbot alone changed everything. Clients show up to discovery calls pre-qualified and I already know what they need. The conversation is 10x more productive.”
“We were losing leads because it took us a week to send a proposal. Now it goes out same day. Our close rate went up just from speed.”
Questions
Is this another tool I'll pay for and never use?
Setup takes 15 minutes. The AI proposal works from your very first discovery call. If you don't see value in the first week, cancel. No annual contracts.
Can AI really write a good proposal?
It writes a strong first draft — usually 80% there — because it's working from what your client actually said on the call, not a blank page. You always review and edit before sending. The point is you start at 80%, not 0%.
We already have a process that works.
If that process is Google Docs + memory + email, it works until it doesn't. The first lead you lose because your proposal took 5 days is more expensive than a year of Process Place.
We're only 4 people. Isn't this overkill?
It's built for agencies your size. The tools with 200-feature tours and $150/seat pricing aren't. If you're writing proposals in Google Docs and tracking leads in your head, you're exactly who this is for.
What about project management and invoicing?
Coming soon. Right now Process Place handles everything from first inquiry to signed contract — the part of your business that generates revenue. Project delivery tools are on the roadmap.
Early access pricing
$
99
/ month
14 days trial
Early bird. Regular pricing will be $149/month.
What's included:
AI client intake chatbot
Customizable
Automated call scheduling
Discovery call recording + transcription
AI-powered proposal generation
Unlimited
Built-in contracts + e-signatures
Sales pipeline with auto progression
Priority support + Slack with founders
You didn't start an agency to spend half your week writing proposals
First 50 agencies get3 months freeas design partners.
No spam. No credit card. Just an email when we're ready for you.