Proposal preparation
Turn scattered notes into a reviewable first draft.
Measure time per completed proposal, accuracy, and rework.
For owners of service firms with 10–50 people
Your team has work that takes too long. Before you buy more software or commission an automation, find out which workflow is worth improving—and whether AI is the right approach.
GradeCircle reviews your workflows, costs, and working practices, then gives you a practical recommendation backed by a business case. That recommendation can include waiting.
Free scoping. A fixed-price review. A separate decision about implementation.
Proposal preparation. Client onboarding. Finding information. Recurring reports.
These are useful starting points when the work repeats, the outcome can be measured, and someone on your team can review the output.
Turn scattered notes into a reviewable first draft.
Measure time per completed proposal, accuracy, and rework.
Organize intake information and prepare the next steps.
Measure onboarding time, missing information, and staff effort.
Help staff find answers in approved business documents.
Measure time to an accepted answer, accuracy, and source quality.
Prepare report drafts and turn meeting notes into trackable actions.
Measure preparation time, corrections, and completeness.
In Bluevine’s 2026 survey of 942 US small businesses, 74% were using or testing AI tools, and about half of those had seen a return on the spend. The gap is rarely the tools. It is a named owner, a baseline to measure against, a review step before anything reaches a client, and a decision rule for what happens next.
Source: Bluevine 2026 SMB AI Trends Report, Centiment, n=942, April 2026.
Your AI Opportunity Review includes an opportunity scorecard, a business case, and a recommended next step. If a workflow is ready for testing, you receive a pilot brief with scope, responsibilities, and success measures.
If it is not ready, you receive the reasons and what would need to change.
Owner-led service firms with 10–50 people: agencies, consultancies, and B2B professional services. Our qualifying rule for the review is that you have:
If one of these is missing, the scoping flow will say so before you pay anything.
We review representative work, speak with the people involved, and agree what improvement would mean.
We compare potential benefits with implementation costs, software costs, staff review, and operational risk.
Proceed with a separately approved pilot, revise the approach, or defer the investment. The findings are yours.
Illustrative sample · not a customer result
Explore an illustrative review showing the workflow, assumptions, human checks, and decision rule. It is a sample deliverable, not a customer result.
Volume and effort assumptions follow published vendor benchmarks (8–12 proposals a month, 4–6 hours each; Pitchsite, 2026). They are assumptions, not GradeCircle data. Your review replaces them with your own evidence. We report time released, cash savings, and revenue effects separately: released capacity does not automatically reduce payroll costs.
GradeCircle builds and runs six products: AfroSynergy, CallerBridge, HealthSquire, Heyzl, Lexfora, and LukeAPI, two of them in beta. The assumptions in our models come from operating systems under real conditions, not from a framework. See what we run
AI Investment Business Case Builder
Compare internal implementation and GradeCircle delivery. Model cash returns, payback, downside scenarios, and the assumptions that change the decision.
Start with the review on its own. The review and pilot together cost $6,500; the pilot is scoped and approved only after the findings. Software subscriptions and third-party usage charges are additional and disclosed before you commit.
01 · Decide whether to proceed
$1,500
10 business days
A recommendation on where to start, with the business case behind it, or a recommendation to defer AI, with the reasons.
02 · Test one workflow
$5,000
Four weeks
One workflow, one team of up to five, four weeks, measured against your own baseline. It ends with a recommendation to expand, revise, or stop.
03 · Keep it working
$750
per month · optional
Optional support for the deployed workflow, billed monthly.
The standard pilot covers one workflow, one team of up to five users, and up to two supported application connections. Custom applications, substantial data cleanup, complex integrations, sensitive workflows, and company-wide deployment need separate scoping. We agree deliverables and measurement upfront; financial returns are not guaranteed.
Tell us about the work you want to improve. We’ll start by assessing whether the review fits your situation. You’ll see a preliminary fit summary before you share contact details.
Scope your AI opportunity