Use Case / Proposal Building

Turn discovery notes into stronger proposals

illumi helps you organise client context, requirements, constraints, scope ideas, prompts, and AI outputs so you can shape proposals without rebuilding everything from scratch.

What illumi helps you do

Build proposals from the thinking behind the opportunity

01
Organise discovery context

Bring client goals, pain points, requirements, objections, examples, and scope ideas into one workspace.

02
Generate proposal sections from the right inputs

Use selected context to create sections such as problem summary, scope, approach, timeline, and next steps.

03
Refine before sharing

Edit, compare, and improve the proposal structure while keeping the supporting context visible.

01
WORKFLOW

Turn discovery notes into proposal sections

Discovery calls often produce useful but messy input. Client goals, challenges, requirements, examples, objections, and scope ideas need to be organised before they can become a strong proposal. With illumi, you can group discovery context and generate proposal sections from the right inputs.

Examples of what you can create
Problem summary
Scope of work
Recommended approach
Timeline
Next steps
02
WORKFLOW

Keep requirements and constraints visible

A proposal can look polished but still miss important constraints. Budget, timeline, stakeholder needs, operational limits, and delivery assumptions should stay close to the proposal as it develops. illumi helps you keep the supporting context connected, so the proposal reflects what was actually discussed.

Examples of what you can create
Requirements
Constraints
Stakeholder notes
Budget assumptions
Delivery considerations
03
WORKFLOW

Compare different proposal angles

Sometimes there is more than one way to frame the work. You may want a lean version, a strategic version, or a more comprehensive delivery approach. illumi lets you compare proposal directions from the same context before deciding what to send.

Examples of what you can create
Lean proposal direction
Full-scope proposal direction
Phased approach
Strategic recommendation
Alternative scope options
04
WORKFLOW

Turn the proposal process into a reusable workflow

If you build proposals often, the same thinking process repeats. You collect context, identify the problem, shape the scope, explain the approach, and prepare the next step. illumi lets you save that process as a reusable board, so future proposals start with a structure instead of a blank page.

Examples of what you can create
Discovery synthesis structure
Proposal outline
Scope builder
Approach section
Follow-up summary
What you can do

What you can do with illumi

Start from discovery context and turn it into proposal material that is easier to refine.

Template
Discovery synthesis

Organise client goals, notes, requirements, pain points, and constraints.

Ready-to-use board
Template
Proposal outline

Turn discovery context into a clear proposal structure.

Ready-to-use board
Template
Scope of work

Shape scope ideas, phases, deliverables, and assumptions.

Ready-to-use board
Template
Approach development

Generate and refine the recommended approach based on client context.

Ready-to-use board
Template
Proposal variants

Compare different versions before deciding what to send.

Ready-to-use board
Template
Reusable proposal boards

Save your proposal process and reuse it across opportunities.

Ready-to-use board

Start with your next proposal.

Bring your discovery notes, scope ideas, prompts, and AI outputs into illumi, then turn them into a proposal structure without losing the context behind it.