In digital marketing, particularly in mobile marketing, the ability to generate effective proposals quickly can make all the difference. In this webinar with Grant Simmons, VP of Kochava Foundry, he shared his workflow on how he uses AI Storytell to streamline his proposal process. Get a detailed look at Grant's step-by-step approach to crafting proposals that resonate with clients.

Understanding the Role and Context

Before diving into the proposal generation process, it’s essential to understand the context in which Grant operates. Kochava Foundry specializes in strategic consulting for brands focused on mobile marketing. With clients spending millions on app growth, Grant’s role involves analyzing data and providing actionable insights to help these brands optimize their marketing strategies.

Step-by-Step Process for Generating Proposals

Step 1: Define the Proposal's Focus

Grant begins by identifying the specific needs of the client. For instance, if he recently met with a nationwide quick-service restaurant (QSR) brand struggling to connect their advertising efforts with app performance, he will tailor the proposal to address these challenges directly.

Step 2: Use Storytell’s Tagging System

One of the standout features of Storytell is its robust tagging system. Grant organizes his knowledge base by tagging various analyses and proposals based on their focus—whether they are advertiser-focused or publisher-focused. He also categorizes them by type of analysis, such as fraud mitigation or advanced measurement. This structured approach allows him to quickly retrieve relevant information when crafting a proposal.

Step 3: Input the Client's Context

Once he has defined the focus and organized his resources, Grant uploads relevant data from the client, making sure the proposal is tailor-made and resonates to the client. It also help to input a brief context about the client into Storytell. For example, he might include in the prompt: “We met last week with a nationwide QSR brand that is aggressively marketing for growth in their app. They are having a hard time closing the loop between the ads they're buying and the performance they're seeing specifically on iOS.”

Step 4: Generate Initial Proposal Draft

With the context set, Grant uses Storytell to generate an initial draft of the proposal. The platform processes the input and retrieves relevant insights from his tagged knowledge base. This draft serves as a starting point, providing a structured response that addresses the client’s needs.

Step 5: Review and Iterate‍

Upon receiving the initial draft, Grant reviews the content to ensure it aligns with his company’s voice and the specific requirements of the client. He emphasizes the importance of clarity and relevance, often iterating on the draft to refine the messaging. For instance, he might remove sections that are not applicable to the client’s situation or add new insights that better reflect their needs.

Step 6: Finalize the Proposal‍

After several iterations, Grant finalizes the proposal. He ensures that it includes actionable insights, a clear outline of how Kochava Foundry can assist the client, and a timeline for implementation. By leveraging Storytell’s capabilities, he can efficiently compile a comprehensive proposal that is both informative and tailored to the client’s unique challenges.

AI for Fast & More Effective Proposals

Grant Simmons’ approach to generating proposals using Storytell exemplifies how technology can enhance efficiency and effectiveness in the consulting space. By leveraging a structured tagging system, generating initial drafts, and iterating based on client needs, he can produce high-quality proposals that resonate with clients. This process not only saves time but also improves the overall value delivered to clients, ultimately helping them achieve their marketing goals.

Hit the "Watch Webinar" button to see the full demo from Grant Simmons.