Answer every RFP
Drafts responses from your own library and past wins, in the prospect's format — so you bid on every winnable deal instead of passing on the ones you can't staff in time. More shots on goal.
Pursue every deal. Win more of them.
We’re an AI-native services firm. We answer your RFPs, turn your calls into SOWs from your own history, and keep your CRM clean — so your revenue, ops, and solutions teams win more of the pipeline. You bring the deals; we do the work.
For revenue, operations, and solutions teams at services and software firms.
+$1–2M
new bookings / year (~$30M firm)
+200%
more proposal capacity (answer every RFP, not 1 in 3)
+10–15%
more margin on delivered work
We’ll run these numbers on your actual pipeline on the call.
Backed by operators and early investors in
What we do
Four ways we win you more deals.
Turn every call into a SOW
A discovery call becomes a SOW with hours and pricing grounded in your firm's own project history, each line justified — so every deal gets to proposal fast, while it's still hot.
Keep your pipeline clean and visible
Two-way connectors sync marketing and delivery activity into your CRM, then dedupe records, fix typos, and associate contacts to the right company — so deals don't slip through the cracks and you see every opportunity.
Scale the rest of your ops
Build custom agents for the operational work beyond proposals: data migrations, marketing-to-CRM workflows, internal handoffs — so growth doesn't stall on headcount. Verified and under your control.
How it works
From first call to signed SOW — one automated flow.
Ingest & normalize everything
Meeting notes, your discovery questionnaire, product info, and any RFP come in — normalized and linked into one always-current model of the deal.
Discovery call
Questionnaire
Product info
RFP
Capture your method as a skill
How your firm runs discovery and estimates becomes a reusable SourceWizard skill — your playbook, automated.
Your discovery skill
sellestimatedeliver
Sync CRMs & systems
Two-way connectors keep your CRM, PSA, and delivery tools in step — no need to update them by hand.
SourceWizard synclive
Capture requirements, decisions & risks
Functional and technical requirements, each configurable-vs-custom decision, and every assumption, dependency, and risk — as reviewable cards.
REQ-022 · migrate recordscustom
REQ-031 · multi-currencyconfigurable
Data volume — riskhigh
Estimate effort & cost
Hours and pricing grounded in your history and rate card, with per-line justification.
Line itemhrs
Integration240
Data migration180
Config & test120
Total1,240 hrs · $1.18M
Trace to ground data & review
Every claim links back to its source, and you approve every estimate, document, and CRM write before anything is sent, signed, or synced.
REQ-014 · SSO via Okta
Discovery call · 12:04 — “we’re on Okta”
Estimate · SOW · CRM syncApprove
Connected & syncing
In production at ERP and iPaaS integrators
What customers say
“I’m able to do more. I’m able to push more statements of work faster that are probably even more accurate than what I’m creating today just by manually throwing human effort at it.”
“We ran through one of the scenarios, and it was pretty good — we were only off by, I don’t know, 20 hours or something.”
“I tried to do all of this with Claude. It was like, sure, and then it didn’t actually work. … I honestly can’t think of any other questions because that’s what I wanted it to do, and it’s doing it.”
Who it’s for
Built for revenue, operations, and solutions teams.
Revenue & RevOps — VPs of Sales/Revenue and RevOps leaders passing on winnable bids for lack of time and losing deals in a CRM full of gaps. Bid on every RFP and keep the pipeline clean and visible, so you capture the revenue you’re leaving on the table.
Operations — COOs, ops and transformation leaders, and PE operating partners who need the org to scale without scaling headcount. Automate the workflows that gate growth — verified, ROI-gated, human-in-the-loop.
Solutions — solutions engineers, architects, consultants, and VPs of PS/Delivery, where the senior architect is the revenue ceiling. Discovery, requirements, technical RFP answers, and SOWs that hold — so your seniors take on more deals, not fewer.
Founders and owner-operators of services firms wear all three hats — still personally running pre-sales, capped by how many deals you can take to proposal. This lifts the cap, so growth isn’t limited to your calendar.
System integratorsProfessional servicesSaaS implementation firmsRevOpsOperationsSolutions teams
Built for enterprise
Built for enterprise — accurate, grounded, and in your control.
Accurate by design.
Every AI-generated output is back-pressured by external verification steps before it ever reaches you — so incorrect calculations and false promises are caught and corrected, not shipped. Estimates, requirements, and SOWs are grounded in your real data: your past projects, rate cards, and product information. The numbers are checked against the facts and meeting transcripts.
Your data stays yours.
Runs on your own templates, rate cards, and project history; your data and IP are never used to train shared models and stay private to your workspace.
Human-in-the-loop guardrails.
Every estimate, document, and CRM update is generated for your review — nothing is written back to your systems, sent, or signed without explicit approval. Agent actions are permissioned and logged.
Enterprise controls.
Role-based access, SSO, full audit trail, and connector-level read/write permissions.
FAQ
Do we install software, or do you run it for us?
We run it for you. SourceWizard is an AI-native services firm — there’s nothing for your team to install, configure, or maintain. You bring your past projects and approve the output; we build, run, and stand behind the agents that do the work.
How is this different from ChatGPT / Claude?
ChatGPT and Claude are a foundational layer that needs setup, and they disclaim their own output. We’re a firm that does the work and is accountable for it — grounded in your historical data, holding a live model of each deal between sessions, verified against your real numbers, and moving work between your systems. That is the part that actually advances a deal.
How does it use our templates and data?
It works from your own past SOWs, RFP library, rate cards, and methodology, and connects to your CRM/PSA, so output matches how your firm already estimates, answers, and prices. Your data stays yours.
How accurate are the estimates, and do we stay in control?
Estimates are calibrated to your historical projects and verified against your real data before you see them, and every output is generated for your review and approval before anything is sent or signed — human-in-the-loop by design. We have verification layers that back-pressure the agent to produce output grounded in your real data.
Can it automate work beyond proposals?
Yes. Beyond RFPs and SOWs, you can build custom agents for the operational work around them — syncing marketing activity into your CRM, deduping and cleaning records, data migrations, and internal handoffs. Most teams start with one CRM or proposal workflow and expand from there.
Which systems does it integrate with?
It ingests calls, notes, and documents from any source and writes back into the CRM/PSA and delivery tools your team already uses — Salesforce, HubSpot, Constant Contact, Zoho, ConnectWise, and more.
How quickly can we get started?
A working session with one real discovery call or one CRM connection shows output the same day; teams reach steady-state use within a week after you provide your past projects.
Bring one discovery call. Get back a SOW, an RFP answer, and a clean CRM.
Book a working session
Pricing follows the outcome — you pay for the value, not seats or usage.