Oct 13, 2026 · 2 min · 3 segments
A sharp AI-assisted proposal won the deal. Then the delivery team opened it. In this episode of Two-Minute AI Tips, Sarah talks through what happens when the sales process uses AI without looping in…
They'd just won a new piece of business and the proposal was pretty sharp, the prospect signed quickly, all good news, and then their delivery team opened the scope document and the questions rolled in.
The timeline had assumed a client review speed that nobody had really confirmed.
A couple of the deliverables depended on a vendor relationship that was still in early conversations.
And the staffing plan behind the project didn't account for two people already buried on other accounts.
So when we looked at how the proposal got built, AI was doing a lot of the writing.
AI is good at making a proposal sound polished and credible, but what it had no way of knowing was what the team's capacity actually looked like, which conversations were still open, and what internal dependencies were sitting underneath the project.
The proposal sounded like everything was figured out, but the delivery team knew it wasn't.
Before any proposal goes out now, the person leading delivery looks at the scope and says whether it's actually executable.
I mean, it's kind of detailed and it's a real check with a real answer because your team and your clients deserve it.
They'd just won a new piece of business and the proposal was pretty sharp, the prospect signed quickly, all good news, and then their delivery team opened the scope document and the questions rolled in.
The timeline had assumed a client review speed that nobody had really confirmed.
A couple of the deliverables depended on a vendor relationship that was still in early conversations.
And the staffing plan behind the project didn't account for two people already buried on other accounts.
So when we looked at how the proposal got built, AI was doing a lot of the writing.
AI is good at making a proposal sound polished and credible, but what it had no way of knowing was what the team's capacity actually looked like, which conversations were still open, and what internal dependencies were sitting underneath the project.
The proposal sounded like everything was figured out, but the delivery team knew it wasn't.
Before any proposal goes out now, the person leading delivery looks at the scope and says whether it's actually executable.
I mean, it's kind of detailed and it's a real check with a real answer because your team and your clients deserve it.
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