#TECH · LinkedIn original
Midday: a client scoping conversation. Afternoon: a finished proposal. In between: my AI staff.

Midday: a client scoping conversation.
Afternoon: a finished proposal.
In between: my AI staff.
Most people write proposals themselves. For hours.
I delegate this — to roles that work according to SOPs (prompts).
What are SOPs?
Standard Operating Procedures = playbooks governing how roles collaborate.
→ Not "GPT" or "agent"
→ But role + SOP + handoffs
Here is exactly how my proposal process works:
1. Voice input, five minutes
After the client scoping conversation, I dictate a summary into the chat window:
→ Client, situation, objective
→ Budget range, timeline
→ Special considerations, risks
2. SOP activates automatically
The "Create proposal" SOP now orchestrates several roles:
→ Who does what?
→ In what order?
→ Which human-in-the-loop (HITL) gates?
3. Roles work sequentially:
Scout (Research) — researches client context: website, LinkedIn, sector
Rudi (Systems) — retrieves relevant templates, earlier proposals and SOPs
Dana (Decision) — structures the proposal logic: phases, deliverables, effort estimates
Personas (Customer Check) — review from the client's perspective: CEO: scalability? CFO: ROI? HR: feasibility?
LEX (Legal) — checks compliance: terms, liability, GDPR clauses
4. Human-in-the-loop gate: I review and decide
→ Does the structure fit?
→ Is the effort realistic?
→ Approval: yes or no
5. Finished proposal: under one hour instead of two days
The difference from "normal" AI tools:
❌ Classic tool zoo:
→ I have to remember everything
→ Context is lost
→ Every request starts from zero
→ Quality is accidental
✅ Operating system with roles and SOPs:
→ The SOP orchestrates automatically
→ Every role knows its purpose
→ Context is retained: Rudi retrieves earlier proposals
→ Quality gates safeguard the result
The result:
→ Two hours instead of two days
→ No copying and pasting from old proposals
→ Integrated compliance check
→ Repeatable quality
This is not a "better prompt".
It is a hybrid operating system!
💬 How do you prepare client proposals? Manually or with AI support?
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