Draft a proposal from past wins
Start each proposal from your best past proposals, case studies and rates.
Client delivery · Consulting · When you ask · Updated
Works with
- Slack
- Box
- Dropbox
- Notion
- Microsoft 365
Slack
Box
Dropbox
Notion
Microsoft 365How do you draft a consulting proposal?
To draft a consulting proposal, give Maito the RFP and the client details. Maito reads the RFP, finds your closest past projects and rate card in your files, drafts scope, team and price, flags clauses that stop you naming a reference, and attaches a Word draft for you to edit and send.
How it's done today
Partners spend a day per proposal.
What Maito does
- Read the client's request
- Find similar past proposals and case studies
- Draft scope, team, timeline and price
Example
@Maito draft a proposal for Acme Retail. Pricing review, 200 people, 41 stores. Their RFP is in Drive (Acme-RFP-2026.pdf), due Oct 30.
Draft ready. Attached: acme-pricing-proposal.docx (9 pages). Scope: 8 weeks. Weeks 1-2 price and margin baseline, weeks 3-6 elasticity by category, weeks 7-8 rollout plan. Team: you, one manager, two analysts. Closest past work: Globex Grocers pricing review (2025, 7 weeks), Wonka Foods promo study (2024), Stark Logistics margin diagnostic (2024). Price: $186,000 fixed, from the 2026 rate card in Drive. Globex was $172,000 for 7 weeks. One catch: Acme's RFP asks for two named references. The Globex engagement letter says we can't name them without written consent. Wonka's letter has no such clause. Price is a placeholder until you set it. Want me to draft the consent request to the Globex contact?
@Maito yes, draft it. I'll send it myself.
Draft for you to send: "Hi Sarah, we'd like to name Globex Grocers as a reference in a proposal due Oct 30. We'd share only the project scope and the outcome. Would that be all right?" I've left Globex out of the proposal until they reply.
Marcus (10:02 AM):
draft a proposal for Acme Retail. Pricing review, 200 people, 41 stores. Their RFP is in Drive (Acme-RFP-2026.pdf), due Oct 30.
Maito (10:09 AM):
Draft ready. Attached: acme-pricing-proposal.docx (9 pages).
Scope: 8 weeks. Weeks 1-2 price and margin baseline, weeks 3-6 elasticity by category, weeks 7-8 rollout plan.
Team: you, one manager, two analysts.
Closest past work: Globex Grocers pricing review (2025, 7 weeks), Wonka Foods promo study (2024), Stark Logistics margin diagnostic (2024).
Price: $186,000 fixed, from the 2026 rate card in Drive. Globex was $172,000 for 7 weeks.
One catch: Acme's RFP asks for two named references. The Globex engagement letter says we can't name them without written consent. Wonka's letter has no such clause.
Price is a placeholder until you set it. Want me to draft the consent request to the Globex contact?
Marcus (10:15 AM):
yes, draft it. I'll send it myself.
Maito (10:16 AM):
Draft for you to send:
"Hi Sarah, we'd like to name Globex Grocers as a reference in a proposal due Oct 30. We'd share only the project scope and the outcome. Would that be all right?"
I've left Globex out of the proposal until they reply.
How to set it up
- Set up
Nothing to set up. Ask in Slack or by email whenever you need it.
- Connect files
- Google Drive
- Box
- Dropbox
- Notion
- Microsoft 365
Not connected yet? Your agent sends you a link to sign in.
What it won't do
The price and team are suggestions from past work, not a commitment, and it can't judge legal terms in an engagement letter. A partner should approve what goes out.
Questions
From your rate card and past proposals in your connected file tool. The price is a placeholder for you to confirm.
No. It writes the draft and you send it. If you need client permission for a reference, it drafts that email for you too.
Google Drive, Box, Dropbox, Notion and Microsoft 365, connected through MCP.
