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

  1. Be specific with pricing — Ranges work, but exact numbers produce better proposals
  2. Add at least 3 case studies — AI uses these to add credibility to proposals
  3. Update regularly — Add new services and wins as your business grows
  4. Include your differentiators — What makes you different from competitors

Ready to create AI-powered proposals?

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