SF AI Revenue Lab: Proposals, Follow-Ups & Winning More Business
About this Event
Join Us at the SF AI Revenue Lab!
Use AI to Spend Less Time Writing - and More Time Winning Business.
A new opportunity lands in your inbox.
Now comes the hard part: understanding the requirements, writing a strong response, tailoring the message, and remembering to follow up.
SF AI Revenue Lab is a practical working session showing you how to use AI across that process.
Bring a real proposal, RFP, client opportunity, or service offer you're currently pursuing.
You'll work on:
Opportunity → Response → Proposal → Follow-Up
What You'll Build
- Opportunity Breakdown
Use AI to identify requirements, priorities, gaps, and next actions.
- Proposal Draft
Build or improve a first-pass response around a real opportunity.
- Follow-Up Sequence
Create three useful follow-up messages instead of relying on one “just checking in” email.
- Reusable AI Workflow
Turn the process into something you can use again for future opportunities.
No coding. No generic AI 101 lecture.
Bring an opportunity. Build the response. Leave ready to follow up.
Who It's For
Small business owners
Consultants
Freelancers
Professional service providers
Business development professionals
Agencies
B2B teams
Independent professionals
Especially useful if winning new business involves proposals, scopes of work, RFPs, client responses, or follow-up.
What You'll Leave With
✓ AI Opportunity Brief
Turn a long opportunity or request into clear requirements and priorities.
✓ First-Pass Response
Draft or improve part of a real proposal or client response.
✓ 3-Touch Follow-Up Sequence
Create follow-ups for:
Initial Follow-Up → Value Add → Final Check-In
✓ Proposal Quality Checklist
Check clarity, requirements, tone, missing information, and unsupported claims before sending.
✓ Reusable AI Revenue Workflow
A repeatable system for future opportunities.
✓ Prompt Pack
Reusable prompts for proposals, opportunity analysis, and follow-up.
Agenda
🕑: 09:45 AM
Check-In & Setup
Info: Bring your opportunity, open your laptop, get ready to build.
🕑: 10:00 AM
Opportunity Breakdown
Info: Use AI to identify requirements, priorities, and gaps.
🕑: 10:20 AM
Build the Response
Info: Draft or improve a real proposal/RFP/client response.
🕑: 10:55 AM
Coffee & Workflow Exchange
Info: Compare approaches with other business owners and professionals.
🕑: 11:10 AM
Make It Stronger
Info: Improve positioning, specificity, tone, and quality.
🕑: 11:35 AM
Build the Follow-Up
Info: Create your three-touch follow-up sequence.
🕑: 12:00 PM
Build Your Reusable Workflow
Info: Turn today's process into a repeatable AI system.
🕑: 12:20 PM
Save & Connect
Info: Save your templates, choose your next action, exchange contacts.
Where is it happening?
Event Location & Nearby Stays:
USD 0.00 to USD 88.00
