Step 1 · Intake
Sales creates or fills an intake form during or after the discovery call. Goals, budget, timeline, constraints, and client responsibilities in one place.
Use cases
Built for service teams that scope work before they start it.
Sensra connects client intake, proposal review, scope approval, and task planning in one focused workflow — so the work you agree to is the work you deliver.
Agencies
Stop losing scope in the handoff between sales and delivery.
The problem
Discovery calls produce notes scattered across emails, Notion docs, and call recordings. By the time the delivery team starts work, the original client context is diluted — and scope creep starts on day one.
How Sensra helps
Sensra gives your agency a single place to capture intake from each discovery call, generate a proposal and scope document for internal review, share an approved version with the client for acceptance, and convert the final scope into a task board the delivery team can actually use.
Outcomes
- Sales and delivery reference the same approved scope
- Scope changes are traceable back to the client's original requirements
- Proposals ship faster without starting from a blank document
- Clients accept or flag changes through one link — no PDF revisions
Step 2 · Proposal
Generate a proposal draft from the intake. Review it as a team, edit scope sections, confirm assumptions and pricing, then approve when it's ready.
Step 3 · Share
Send the client a proposal link. They review and accept — or flag what needs to change. No back-and-forth email chains with attached PDFs.
Step 4 · Tasks
Convert the approved scope into a task board. Delivery starts with a shared source of truth, not a game of telephone from the sales team.
Freelancers
Send professional proposals without the hours of writing.
The problem
You are good at the work, not the admin. Writing proposals from scratch for every client takes hours, often from a blank document or a poorly-fitted template — and it's the first thing clients judge you on.
How Sensra helps
Sensra turns the notes from your discovery call into a draft proposal and scope of work in minutes. You review and adjust it, then share a clean client link when it's ready. Once accepted, generate the task checklist directly from the approved scope so nothing gets missed.
Outcomes
- Proposal drafts get to review faster without starting from a blank page
- Every engagement starts with a documented, approved scope
- Scope creep is easier to manage with tasks traced back to approved sections
- Templates let you reuse strong proposal structures across similar projects
Step 1 · Intake
After a discovery call, fill in the intake form with what you learned — goals, budget range, timeline, what the client is responsible for providing.
Step 2 · Proposal
Generate a draft proposal with scope sections, assumptions, and an investment summary. Edit it to match your voice and approach, then approve.
Step 3 · Share
Share the proposal through a clean client link. The client reviews and marks it accepted or requests specific changes — no email attachments.
Step 4 · Tasks
Generate a task checklist from the approved scope so you always know what's in and out of the engagement — and can point to it if the scope drifts.
Consultancies
Standardize how you scope, propose, and start client work.
The problem
Every consultant has their own way of capturing discovery, writing proposals, and handing off to delivery. The result is inconsistent client experiences, inconsistent pricing, and proposals that take too long to produce.
How Sensra helps
Sensra gives your practice a repeatable intake-to-proposal workflow. Create intake templates for each service line. Generate proposals that follow a consistent structure. Keep the review-and-approval step as the standard handoff between proposal and project kickoff — for every engagement, every time.
Outcomes
- Consistent proposal quality across all consultants and service lines
- Faster proposal turnaround with templates and AI-assisted drafting
- A clear, documented handoff from proposal to delivery for every engagement
- Client acceptance recorded on the project — not buried in an email thread
Step 1 · Intake
Use intake templates tuned to each service type — strategy engagements, assessments, implementation projects. Consistent questions produce consistent proposals.
Step 2 · Proposal
Generate a proposal draft that follows your standard structure: scope sections, assumptions, responsibilities, milestones. Adjust as needed, then approve internally.
Step 3 · Share
Share the proposal with the client. Collect their acceptance or change requests through the proposal link, with a record attached to the project.
Step 4 · Tasks
Generate delivery tasks from the approved scope. The same approval boundary applies every time — no project starts without a reviewed, accepted scope.
Implementation teams
Start every implementation with requirements that are actually agreed on.
The problem
Implementation projects fail in the requirements phase. What the client said they needed, what got written into the SOW, and what the team was told to build are three different things — and nobody catches the gap until it's expensive.
How Sensra helps
Sensra gives implementation teams a structured intake layer that captures requirements, constraints, integration dependencies, and client responsibilities before a single line of work is scoped. The scope is reviewed and approved before tasks are generated — so the team builds from a documented, accepted baseline.
Outcomes
- Requirements are documented and accepted before implementation begins
- Tasks trace back to approved scope — scope disputes have a paper trail
- Client responsibilities are written into the SOW, not assumed verbally
- Change requests are easier to scope because the baseline is explicit
Step 1 · Intake
Capture client requirements, system constraints, integration dependencies, data migration scope, and which responsibilities fall on the client versus your team.
Step 2 · Proposal
Generate a scope of work that reflects the full intake. Review assumptions carefully — especially around what the client is responsible for providing.
Step 3 · Share
Share the SOW with the client stakeholder. Their acceptance is recorded. If they request changes, track what changed and re-approve before tasks are generated.
Step 4 · Tasks
Convert accepted scope sections into a task board. Each task links back to the SOW section that produced it — useful when scope disputes arise mid-project.
Start with one project. See how the flow feels.
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