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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.