12 · Growth
Modelled on Managing Partner's growth desk
What this agent does
Five-step process
Every output is DRAFT — partner-reviewed before release.
Case study outcome
Sharjah family office RFP: integrated proposal won at AED 690k/year for 3 years
12 · Growth
Owned by the Managing Partner's growth desk.
ICP fit, risk screen, conflict check.
Service mix, deliverables, timeline, fees (placeholder).
Proposal in firm template; brand standard enforced.
Partner edits; fees finalised; signature.
Pipeline log; follow-up reminders; win/loss capture.
A Sharjah family office requests proposals for audit, Corporate Tax compliance and advisory services across nine entities. The deadline is 9 working days.
The BD & Proposals agent qualifies the lead against the ICP (score: 10 of 12), runs a conflict check against the firm's client master (clear), and drafts a single integrated proposal across all three service lines with a 9% multi-service discount line, three relevant case studies, and a partner-led team chart.
Outcome: proposal turnaround from 9 days to 36 hours. The Managing Partner reviews and signs a finalised version on day three. The engagement is won at AED 690,000 per year for the next three years.