Built for service professionals

Bill Hours, Not Admin Time.

Proposals. Client reports. Marketing content. It all takes time you could be billing. Get it done in minutes, not hours.

Proposals that win work (and write themselves)
Client reports that look professional
Marketing content that brings in leads
Research that would take hours, done in minutes

No credit card • Full access • Cancel anytime

chat.datbot.ai/workflow/proposal-generator
Create a proposal for Smith & Co - financial advisory services
Generating proposal with your service templates...

Proposal Ready ✓

• Executive summary

• Scope of services

• Deliverables & timeline

• Investment section

• Ready to customize & send

1 hour → 10 minutes

The Professional Services Time Trap

You're great at your work. You're not so great at marketing yourself or writing proposals. And that admin time? It doesn't pay the bills.

Proposal Overhead

Every new opportunity means another proposal. Custom scope, custom pricing, custom everything. Hours spent that you can't bill for.

Solution: Templated proposals in minutes

Report Writing

Client deliverables need to look professional. But formatting takes time. Writing the same sections over and over gets old fast.

Solution: Reports that write themselves

Marketing Neglect

You know you should post on LinkedIn. Update the website. Write that newsletter. But client work always takes priority.

Solution: Marketing on autopilot

What Service Professionals Discover

Upload your winning proposals once—every new proposal starts from your best work, not a blank page

Deep Dive pulls 500+ sources on any prospect's industry—know their challenges before they tell you

Client reports that write themselves using your template structure and the data you provide

Your service descriptions, terminology, and voice—baked into every output automatically

One case study interview → LinkedIn posts, newsletter content, and website copy

Competitor research with actual citations—see what they're publishing and where they're weak

Proposal customization in minutes: describe the opportunity, get a draft that matches your style

Thought leadership content that sounds like you wrote it—because it learned from your best work

Your Services, Your Voice—Every Time

Generic AI doesn't know your practice. Your specialties. Your way of explaining things. Upload once. Sound like yourself, always.

Upload Your Templates

  • • Service descriptions
  • • Past proposals that won
  • • Report templates
  • • Bio and credentials
  • • Client testimonials

Consistent Output

  • • Proposals match your style
  • • Reports stay consistent
  • • Marketing sounds like you
  • • Terminology stays correct
  • • No embarrassing AI-speak

Bill More Hours

  • • Less admin time
  • • More client work
  • • Faster turnaround
  • • Better proposals
  • • More wins

Proposals That Win Work

Stop copying and pasting from old proposals. Get custom proposals based on your templates and the prospect's specific needs.

"Proposal for Johnson Legal - estate planning services"
Using your service templates + their context...
Custom proposal ready

What You Get:

  • Customized for their situation
  • Your service descriptions included
  • Professional formatting
  • Ready to review and send

From Inquiry to Proposal

1

Describe the opportunity

Client name, what they need, any specifics

2

Generate proposal draft

Uses your templates and service descriptions

3

Quick customization

Adjust pricing, add specifics, refine

4

Send and win

Professional proposal, fraction of the time

Know Your Prospects Before They Walk In

1

Company Background

What they do, how big, key people

2

Industry Context

Challenges, trends, regulations

3

Recent News

What's happening with them

4

Conversation Starters

Smart questions to ask

Walk Into Every Meeting Prepared

Deep Dive gives you the research you need on any prospect or industry. 500+ sources analyzed. 240+ unique citations. Minutes, not hours.

Know their industry challenges, recent news, competitive landscape. Walk in with smart questions, not generic ones. Close more deals because you did the homework.

Built for Service Professionals

⚖️

Legal

Proposals, client communications, thought leadership

📈

Accounting

Engagement letters, reports, advisory content

🎯

Consulting

Proposals, deliverables, case studies

🏠

Real Estate

Property descriptions, market reports, client updates

💰

Financial Advisory

Investment reports, client communications

🏥

Healthcare

Patient education, practice marketing

🔧

Home Services

Quotes, follow-ups, review responses

📐

Architecture

Project proposals, client presentations

Why Professionals Choose DatBot

Built for service businesses, not generic content

What Professionals Need DatBot Generic AI
Service templates ✓ Upload once, use everywhere ✗ Re-explain every time
Proposal generation ✓ Custom from your templates ✗ Generic output
Client research ✓ Deep Dive with 240+ citations ⚠️ Limited to training data
Professional voice ✓ Learns your style ✗ Sounds like AI
Industry terminology ✓ Upload your glossary ✗ Often incorrect
Report formatting ✓ Consistent with your brand ✗ Generic formatting

Questions From Service Professionals

Will this understand my industry's terminology?

Yes. Upload your service descriptions, past proposals, and any glossary of terms you use. DatBot learns your terminology and uses it correctly. No more "that's not how we say it" edits needed.

Can I use my existing proposal templates?

Absolutely. Upload your best proposals—the ones that won work. DatBot learns your structure, your language, your way of presenting services. New proposals follow the same format, customized for each prospect.

What about confidentiality?

Your uploaded documents are private to your account. We don't train on your data or share it. For sensitive client work, you control what context you provide—you can use templates without specific client details.

How does the research feature help?

Deep Dive analyzes 500+ sources on any topic—prospects, industries, competitors. Before a meeting, know their industry challenges, recent news, competitive landscape. Walk in prepared, close more deals.

I'm a solo practitioner. Is this worth it?

Especially then. You're doing the work AND the business development AND the admin. DatBot gives you leverage—proposals that used to take 2 hours take 15 minutes. Marketing that never happened now does. More time for billable work.

Stop Trading Billable Hours for Admin Time

Proposals, reports, and marketing—done faster. Win more work. Bill more hours.

14-day guarantee
No credit card required
Cancel anytime