[Case Study] How Anyreach Approaches the SoW & Proposal Process for Agentic AI

🧠 Turning Discovery Into Action: Automating SoWs & Process Maps

Once a discovery call is complete, the next step is turning that rich conversation into a clear, client-ready proposal. At Anyreach, we’ve systematized this process using AI-assisted tooling to streamline both scoping and visual documentation.

How We Go From Transcript to SoW

1. Feed the Discovery Call Transcript Into AI
   We use an internal generation tool to turn raw call transcripts into a polished Statement of Work (SoW). This includes everything from background context to pricing recommendations.
2. Extract Key Sections to Visualize
   From the generated SoW, we pull key segments and convert them into flowcharts or diagrams to make the project easier to understand for all stakeholders. These visual maps typically cover:
   • Scope & Deliverables
   • Workflow, Integrations, & Data Schema
   • Roles & Responsibilities
   • Timeline & Phases
3. Assemble the Proposal Package
   The visuals are added to the SoW document (Google Doc format), creating a single source of truth for client review and internal alignment. The deliverable is clear, actionable, and presentation-ready.

💡 Prompt Template for Generating a Statement of Work

We use a structured prompt to ensure consistency and thoroughness. Each SoW includes:

• Cover Page: Includes client name, project title, and date
• Intro/Background: Business context, goals, and metrics
• Objectives: Qualitative and quantitative success criteria
• Scope & Deliverables: High-level tasks and outcomes
• Integration & Data Schema: Tools, workflows, and data needs
• Key Risks / Assumptions: Known unknowns and expectations
• Roles & Responsibilities: Key players, DRIs, and effort estimates
• Commercial Terms: One-time pilot pricing with payment terms
• Signature Block: Placeholder for both parties to sign

This ensures that every client receives a tailored yet structured proposal that clearly outlines what success looks like—and what it takes to get there.

🔄 Visualizing the Process

For flowchart generation, we use a companion prompt that transforms sections of the SoW (like workflows or integrations) into color-coded, readable process maps. These visuals help:

• Accelerate internal understanding
• Reduce ambiguity during kickoff
• Improve stakeholder buy-in

Why it works: This system eliminates busywork, ensures quality and consistency across proposals, and helps teams move faster from “idea” to “implementation.”

Let us know if you'd like a walkthrough of how we operationalize proposals—you’ll never go back to drafting from scratch.

Example SoW / Proposal

Anyreach <> Company A - Proposal/SoW

Statement of Work (SOW) Proposal: Anyreach‑Company A Voice‑AI BDR Pilot Prepared for: Company A, Inc. Prepared by: Anyreach, Inc. Date: June 5th, 2025 1. Introduction / Background Company A’s BDR (Business Development Representative) organization is in its early stages, with a “green” team t…

Google Docs