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Run a two-person consultancy’s proposals and research with a team of agents
Scot Westwater's AI strategy firm Pragmatic uses Lindy agents for conference research, proposal drafting, editing and case studies. They report saving 20-30 hours a week, cutting proposal turnaround from about 1.5 weeks to under two days, and winning a $50,000 project with the agents' help.
- Difficulty
- Beginner
- Estimated setup time
- 1.5 hr
- Indicative monthly cost
- $50/mo
- Reported or estimated benefit
- 20-30 hours a week
How to do it
- List the three writing or research tasks that eat most of your week.
- Create one Lindy agent per task with your templates and past examples as knowledge.
- Start with proposals: feed the agent a client brief and have it fill your proposal template.
- Add a research agent that compiles background on events, prospects or topics into a short brief.
- Edit the outputs yourself and keep improving the instructions with each correction.
The prompt
You are my proposal writer. Using our proposal template and the past proposals attached as style examples, draft a proposal for this client brief: [brief]. Include: understanding of the problem, proposed approach in phases, timeline, team, and pricing placeholders. Flag anything in the brief that is unclear as a question for me at the end.
Where this comes from
One person reported it. Promising, not yet confirmed. Original report: Lindy case study (vendor).
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