Freelance consultants and fractional COOs spend countless hours on unpaid discovery work, turning client conversations into proposals that may never close. Clientli is an AI-powered proposal copilot that analyzes discovery calls, extracts client pain points and stakeholder insights, then generates value-tied proposals automatically. This system uses lean thinking principles to identify change management needs and recommend pricing based on the problems uncovered during discovery. It builds stakeholder personas, tracks expansion opportunities through its Expansion Radar feature, and generates ROI reports that can be shared directly with clients. Proposals export to branded PDF or PowerPoint formats, with white-label options available on custom plans. The free plan provides 10 credits per month, one watermarked proposal draft, one discovery analysis, tracking for up to two clients, and a basic persona builder. Credits expire after three months but roll over until then, and the system only charges credits for high-value actions like generating proposals—viewing and organizing remain free.
This tool targets independent consultants and fractional COOs who close multiple engagements annually and need to reduce time spent on pre-sale activities. It's built for professionals who conduct discovery calls as part of their sales process and struggle with converting those conversations into compelling proposals quickly. Clientli suits solo practitioners managing several concurrent opportunities as well as small consulting teams that need a shared system for tracking client insights and standardizing proposal quality. Founding members in the current private beta gain priority access to new features and influence over the product roadmap through feedback interviews, along with locked pricing for twelve months.
Clientli fits into the sales workflow immediately after discovery or scoping calls. A consultant uploads call recordings or transcripts, and the AI tags relevant segments, identifies pain points, and suggests pricing tied to the value those solutions deliver. The persona builder creates profiles for key stakeholders mentioned during discovery, helping tailor follow-up communications and anticipate objections. When a proposal wins, consultants can export a playbook with persona-based messaging strategies and objection-handling tactics for the implementation phase. The Expansion Radar tracks upsell and cross-sell opportunities surfaced during client conversations, turning initial engagements into longer-term relationships. For consultants juggling multiple prospects, this tool consolidates discovery insights in one place, cutting proposal prep time by fifty to ninety percent and accelerating close rates by up to three times according to user data.
