Release Notes › Nov 5, 2026
The Proposal Builder
Build SEO and paid search proposals from the lead's call and your data, then edit them with Claude.
NewThe Proposal Builder
- Agency OS builds your sales proposals. It turns the lead's call notes and your SEO data into a finished SEO, Local and GEO proposal.
- It's the same proposal we use to close deals at WEBRIS, ready to rebrand as your own. Find it in Tools.
Learn how: Starting a proposal → · Building an SEO proposal →
NewPaid search proposals and account audits
- Proposals for Google Ads, Local Services Ads and ChatGPT Ads, measured against what the prospect will pay for a new customer. The forecast updates live.
- Prospect already running ads? Upload their Google Ads exports and an audit goes into the proposal.
Learn how: Building a PPC proposal →
NewSEO and paid in one proposal
- Tick SEO and Paid Digital and the deck makes both cases, with one plan covering them.
Learn how: Starting a proposal →
NewGenerate a proposal from the lead
- A Generate proposal button on the lead record sends the lead and its call context straight into the Proposal Builder.
NewEdit proposals with Claude
- Hand any change to Claude, from filling a section to rebranding the template, then refresh. Save your version as your own template.
Learn how: Editing a proposal with Claude →
NewSales prompts in the Library
- Add sales call recordings and notes to CRM attaches discovery calls and recaps to the lead.
- Booking-form answers land on the lead in a Qualification panel.
- Sales Assistant Agent briefs you before discovery calls, writes them up afterwards and keeps your open proposals in front of you.
Learn how: Adding calendar bookings to the Pipeline → · Adding call recordings and notes to a lead →
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