Multi-stepClients
A fresh brief. Your familiar approach.
Use saved client context and writing guidance to draft, review, and publish the next proposal.
A complete worked example
Use what you already know to make a more specific proposal.
The agency's Agent contains its proposal structure and Acorn's confirmed preferences. A new brief asks for a better customer welcome.
Fictional project and sample data. This preview does not submit, publish, or change access.
Team draft · illustrative result
A simpler customer welcome.
Help first-time customers find what they need and understand the next step.
- Scope
- Welcome guide and first-step checklist
- Investment
- To confirm
- Timing
- To confirm after content review
Recommended approach
Build a clear entry page, group the essential resources, and make one action visible at a time. Use Acorn's calm, direct voice from the confirmed project context.
Before sharing with the client
The team reviews scope, fills in agreed commercial details, and decides the client audience. The draft does not invent a quote or treat internal review as automatic approval.
What the recipient can access
The proposal draft with authorized teammates.
Kept out of this handoff
Agent source context, working estimates, and private client notes.
How it runs
- Load the contextRead the brief, relevant sources, and saved proposal instructions.
- Draft for the teamCreate the proposal with supported facts and mark questions that need answers.
- Share the agreed versionApply reviewed changes and publish with the intended client access.
- You getA proposal for team review, followed by a client-ready page after the team’s decision.
A prompt to start with
Copy this into your AI tool after connecting it to Fermium. Replace the bracketed details and let it ask for the context it needs.
Use [client Agent] and [brief] to draft a proposal in our saved format. Use only supported scope, dates, and pricing. Publish a restricted draft for [team]. After our review, revise that page and apply the agreed client access.
What this workflow needs
A connected agent creates the draft. Team review and the sharing decision are human steps, not automatic formal approval routing.
Can we improve the saved workflow as we go?
Yes. Ask the agent to propose instruction changes for a person to review separately.