Invitation-only · For expert firms

Every target getsa proposal writtenonly for them.

We read each company's filings, find the reason they need you now, and draft the proposal and the outreach. Your partners approve every word and press send.

Request access →Watch it work
proposal-studio / target_0142drafting
FORM 10-K · FISCAL YEAR 2025
Item 9A. Controls and Procedures
…management identified a material weakness in controls over digital-asset custody…

Note 4. Digital Assets
…measured at fair value under ASU 2023-08, first full year of adoption…

Item 7. MD&A
…approximately 95% of holdings are staked; rewards recognized as revenue…

Auditor of record:
regional firm, 2 years

Point of View: [Target Company]

WHAT WE SEE
WHY NOW
HOW WE WOULD HELP
conflict screen ✓10-K parsedsignals matchedlibrary: 3 winsawaiting partner
How it works

Signals in. Meetings out.
You stay in control.

01 · TARGET

Find the companies that matter

A scored list of your market, screened against your conflict list before any work begins. Each company is tagged by its incumbent auditor, so the pitch fits: consulting or audit.

02 · CULTIVATE

Open the door the right way

Coffee requests and "saw your filing" notes drafted in your voice. They land as drafts in your own inbox. Every meeting you log moves the pipeline for you.

03 · PROPOSE

One company. One proposal.

A point of view built from the target's own disclosures and your library of past wins. The partner approves it, then downloads Word or PDF.

04 · WIN

Measure what worked

A monthly scorecard shows which segments and messages booked meetings. Do more of those, and cut the rest.

The engine

Automation where it saves hours.
Judgment where it matters.

Guardrails before speed

Every target passes the gates before a single word is drafted.

Conflict list (100 entities)clear
Existing client checkclear
Incumbent auditor → pitchconsulting
Restricted entityblocked · not drafted
Partner approvalrequired

Your data stays yours

A private workspace for each firm. You own every document and draft. None of it trains a model or serves anyone else.

Drafts, never auto-send

Email and LinkedIn drafts open in your own tools. A person presses send. Every time.

0

company per proposal. Never a template.

0

partner-approved before anything leaves.

0

to log a meeting: paste the notes and you're done.

Invest · Measure · Double down

A marketing investment
you can actually see.

Every number comes from activity recorded in the workspace, not estimates. When results grow, the engagement grows with them. When they don't, it doesn't.

0targets researched and screened this quarter (sample workspace)
0outreach drafts approved and sent
0first meetings logged
0tailored proposals delivered

Illustrative figures from a sample workspace. Your scorecard shows your own activity.

01

Invest

Set up targets, library and the first proposals.

02

Measure

Monthly scorecard by segment and message.

03

Decide

Keep what books meetings. Cut what doesn't.

04

Scale

Put more behind the winners.

VIP

Invitation-only.
By design.

We work with a small number of firms at a time, so every client gets senior attention. To be considered, ask your VIPMarketing contact for an invitation.

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