Use case: audit to proposal
Every line of the statement of work comes from an evidenced finding, priced from your rate card, and shared with the client in a deal room.
In one paragraph
Turning an audit into a proposal with SyncOnAI 360 means selecting evidenced findings from the client's org, generating a priced statement of work in one step with each line written as an outcome, adding proof from past wins, and sharing the proposal and statement of work with the client through an engagement's deal room.
01The problem
A proposal built from a discovery deck asks the client to trust the consultant's estimate. When the client pushes back on price, there is nothing to point at.
Effort comes from experience, not from the org.
Each proposal is assembled by hand.
Clients challenge lines nobody can justify.
Vague scope invites change requests.
02select
Read the audit's findings with their severity, effort band and cost, and select the ones the engagement should address. Severe, quick items make a strong first phase; larger items can be later phases.
03sow
Selected findings become a priced statement of work in one step. Each line is written as an outcome rather than a check name, carries its effort and cost, and keeps the link to the evidence behind it.
04price
Pricing uses your firm's rate card in the currency from your practice profile, and the engagement's price step builds tiered pricing from it, so proposals from different consultants price the same way.
05proof
The engagement's proof step matches case studies from your Proof Vault by Salesforce cloud, industry and tags, with outcomes, duration and value. Choose which cases may appear in deal rooms.
06share
The deal room shares the proposal with the client, with the statement of work optionally visible, and tracking records client activity. The read-only audit report can go alongside, so the client can check the evidence themselves.
07phase
Lead with severe findings that take minutes or hours: they show value quickly and build trust. Put larger items, such as consolidating automation or reworking security, into later phases, each with its own estimate and evidence.
Because every finding carries its cost, the client can choose phases knowingly, and the statement of work stays tied to the evidence when they ask why.
08How it works
Evidence in, priced proposal out.
Run the audit on the client's org.
Choose the findings to address.
Create the priced statement of work.
Add matched case studies.
Open the deal room for the client.
09Checklist
10Before and after
Without
With SyncOnAI 360
Effort by feel
Effort from evidenced findings
Hours of writing
One step to a statement of work
Lines nobody can justify
Evidence behind every line
Vague scope
Outcomes the client can check
12Questions
Selected findings become a priced statement of work in one step; you choose which.
Proposal sections are generated and edited in the engagement.
Your rate card, in your practice profile's currency.
Yes, through a read-only audit report link.
No, not automatically. Accepted work goes onto a project board.
Yes, matched from your Proof Vault.
It is shared with the client contact you set; the SOW is optionally visible.
Yes. Every plan includes every feature.
Yes. The track step follows up and records client activity.
Yes. The debrief captures the win or loss and the lessons feed future proposals.
Phased statements of work let the client choose which phases to accept, with the evidence for each.
Yes. Everyone prices from the same rate card and currency.
Once the audit has run, selecting findings and generating the statement of work takes minutes; editing the narrative is up to you.
13Keep exploring
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