SensraPowered by Sensra

The intake and proposal workflow behind this link

Sensra is the workspace your service provider used to prepare what you just received. Service teams use it to capture requirements, draft proposals and scope documents, get internal approval, and generate a delivery task plan — all in one connected workflow.

Client intake

Requirements and project context are collected in a structured intake before any drafting begins.

Proposal & SOW

Proposals and scopes are drafted from the intake, then reviewed internally before being shared with the client.

Human review

Nothing reaches the client before the team approves it. AI drafts the documents; humans review and approve.

Delivery plan

Once scope is accepted, delivery tasks are generated from the approved scope — so work maps back to what was agreed on.

How it works

A straight line from intake to an approved delivery plan

Sensra guides service teams through each step — from collecting client requirements to generating a task plan the team can execute. Every proposal and scope document starts from real intake context and goes through internal review before reaching the client.

01

Capture intake

Collect requirements through a structured intake form or manual notes.

02

Generate brief

Turn intake into a reviewable project brief with clarifying questions.

03

Draft proposal

Prepare a proposal and scope of work from the approved intake context.

04

Approve scope

Review the scope internally before sharing with the client for acceptance.

05

Generate tasks

Create a review-ready delivery task plan from the approved scope.

How service teams use Sensra

Why teams choose this workflow

Every proposal starts from what the client actually asked for, not a blank template.
Scope is approved before tasks are generated — so delivery matches the agreement.
Clients see only reviewed, approved drafts — not raw AI output or work-in-progress.

For service teams

Use Sensra for your own client work

Sensra is used by agencies, consultants, freelancers, and implementation teams to turn messy client intake into reviewed proposals, approved scopes, and delivery task plans. The Free plan includes 2 active projects and 10 AI drafts — no credit card required.

Client intakeProposal & SOWHuman reviewDelivery tasks
Start free