How to add services, pricing, voice, and case studies to improve proposal quality
Train the Brain
The Brain is Boots AI's knowledge base about your business. The more you train it, the better your proposals become.
What the Brain Learns
Services & Pricing
Add your service catalog so proposals include accurate descriptions and pricing:
- Service name — e.g., "Website Redesign", "Monthly SEO Retainer"
- Description — What's included, typical deliverables
- Pricing — Fixed fee, hourly rate, or range
- Category — Group related services together
Brand Voice
Tell Boots AI how you write:
- Tone — Professional, friendly, technical, consultative
- Sample text — Paste examples of your best proposal writing
- Terminology — Industry terms you use, phrases to avoid
Case Studies
Add past wins that AI can reference:
- Client name — Or anonymized ("Fortune 500 retailer")
- Challenge — What the client needed
- Solution — What you delivered
- Result — Measurable outcomes
Accessing Brain Settings
Navigate to Settings > Brain from the dashboard sidebar, or visit Brain Settings directly.
Tips for Better Proposals
- Be specific with pricing — Ranges work, but exact numbers produce better proposals
- Add at least 3 case studies — AI uses these to add credibility to proposals
- Update regularly — Add new services and wins as your business grows
- Include your differentiators — What makes you different from competitors
Ready to create AI-powered proposals?
Start Free