Founding Client Pilot
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Pipeline + Proposal Assistant.

A 30-day managed AI ops pilot that keeps your pipeline visible and your proposals moving, operated by Nelvori. You receive the digest and the drafts. We run the system.

Pilot length
30 days
Included
3 managed AI agents
Best for
Founders running their own pipeline
The pilot

Your pipeline, visible every Monday. Your next proposal, ready in minutes.

The Pipeline + Proposal Assistant takes over the weekly sales admin that eats founder time: the Monday pipeline review and the first draft of every proposal. No new tools to learn, nothing to prompt. After 30 days you'll know what it saved you, and whether to keep it.

The first three agents

A digest every Monday. Proposals on demand.

01

Pipeline Digest

A Monday morning summary of what's hot, what's stuck, and where to focus this week, built from your CRM or pipeline tracker.

02

Proposal Drafter

Ask for a proposal and the agent already has the prospect context. First draft lands in minutes, not hours, in your voice and format.

03

Win or Loss Notes

Captures what happened on closed deals automatically, so the pattern of what wins and what doesn't stops living only in your head.

What is included

  • Workflow discovery and pilot scoping
  • Setup of the digest, drafter, and win or loss agents
  • Proposal templates matched to your business and format
  • Delivery to email, Slack, or your CRM
  • Weekly feedback and refinement

Best fit if you have

  • A pipeline you review in your head instead of a system
  • Proposals that take hours because you start from a blank page
  • Deals that go stuck without anyone noticing until it's too late
  • Founder-level sales work that repeats every week
  • No desire to babysit another dashboard

Your pipeline data stays yours.

Nelvori is managed by a cybersecurity compliance practitioner, with a practical focus on access, logging, data boundaries, and human review where it matters. No data trains anyone's model.

Outcome after 30 days.

You'll know exactly where your pipeline stands every Monday, how fast a proposal can move from ask to draft, and whether Nelvori belongs in your monthly operations.

Founding client terms.

Pilot pricing is discounted for a limited number of early clients while Nelvori is refined against real pipelines and real proposals.

In exchange.

  • Weekly feedback during the 30 days
  • Candid notes on what helped and what didn't
  • An anonymized case study, with your permission, if the pilot succeeds
Book a 20-minute AI Ops Fit Call

Let's look at what your pipeline actually needs.

On the call we'll walk through your pipeline, where proposals stall, and decide whether the pilot is a fit. Twenty minutes, and you'll leave with a clearer read on your pipeline either way.