Department · Sales & revenue operations
A sales department that drafts the proposal for you
In a services company, the hours go into proposals, SOWs, follow-ups and prospect research, much of it done by the senior people who should be selling. This department drafts proposals and SOWs from your scoping calls and past wins, researches every prospect before the call, and scores and routes inbound leads. Your partners review and send, and every draft stays on the record.
Delivers
- Proposal and SOW first drafts
- Briefings before every call
- Leads scored and routed on arrival
- Pre-call prep: 45 min to 2 min in our own sales team
What changesProposals drafted, partners approve
In this department
Solutions you can ship.
Each one is a workflow we build and run inside your sales & revenue operations team. Start with the one that hurts most, then grow the department from there.
Where it breaks
Your best people write proposals. They should be winning work.
Every new client means a proposal, a scope, a statement of work and a string of follow-ups. Senior people write them from scratch at night, prospect research gets skipped, and the know-how behind your winning proposals sits in a few inboxes.
The fix
We draft the proposals, the research and the replies from your own material. Your team reviews, edits and sends.
- Proposal and SOW drafts built from your own past work
- One pipeline, from first call to signed work and handover to delivery
- Every prospect researched before the call
- Inbound leads scored and routed on arrival
- Your sales method applied the same way by everyone
What we build
An agent is a stack.
What a sales & revenue operations department in Trinity can do, built around how your team already works.
- CRM updated after every call and email
- Weekly pipeline report for the partners
- Signed scope handed to delivery with context
- Renewals flagged from delivery updates
- Drafts from call transcripts and notes
- Built on your past proposals and SOWs
- Scope and assumptions laid out for review
- Nothing sent without a partner's approval
- Company and contact research
- Decision-maker identification
- Conversation starters from public signals
- The same depth of prep for every rep
- Scoring against your ideal-client criteria
- Routing on arrival
- Replies in your sales method, queued for approval
- Every touch logged to your CRM
How it works
From day one to running.
- Step 01Capture how you sellWe gather your past proposals, SOW templates, sales method and ideal-client criteria into the department's knowledge.
- Step 02The department does the prepProposals drafted, prospects researched, leads scored, replies queued - inside Trinity, connected to your CRM.
- Step 03Your team reviews and sellsPartners and reps approve, edit and send. Every draft and decision is on the record.
Who it's for
Teams that get the most out of it.
- 01Consultancies and advisory firmsEvery engagement starts with a scoping call, a proposal and an SOW. Partners write them by hand and the pipeline waits.
- 02Agencies pitching new clientsPitches and proposals built from scratch each time, when most of the answer is already in last quarter's winning decks.
- 03Staffing and recruiting firmsBusiness development to hiring managers: research, outreach and follow-ups that need to happen every day without fail.
- 04B2B sales teams with longer cyclesComplex deals with deep research and multi-touch sequences, where every touchpoint needs to be specific.
Questions
Before you ask.
Can it really draft our proposals?
It drafts the first version from your scoping notes, the client's brief and your past proposals, in your format. A partner reviews, edits and approves before anything is sent. Pricing and commercial terms stay with your team.
Does it work with our CRM?
Yes. We integrate with HubSpot, Salesforce, Pipedrive, Fibery and most CRMs via API, and everything is logged back to the CRM.
Will drafts sound like templates?
No. The drafts are built from your own past work and your sales method, and each one starts from research on the specific prospect. Your team reviews before sending, and every edit is kept so the next draft starts closer.
How fast can we see results?
We start with one workflow, usually proposals or pre-call research, and have it running in weeks. The rest of the department is added in phases.
What if our method is complex?
That is where it helps most. A complex method is hard to apply the same way across a growing team. We capture it once and apply it to every draft.
Do we own the system?
Yes. It runs in Trinity on infrastructure you own, and the knowledge it builds stays with your company. Trinity is open source under Apache 2.0, so there is no vendor lock-in.
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