Project Proposal · Prepared by TKX Media

AI Sales Agent & Sales Intelligence Platform

A phased delivery program built by TKX Media to scale your sales output, capture performance intelligence, and automate downstream project workflows.

Presented ByTim Jones · TKX Media
Scoped NowPhase 1 — AI Sales Agent
Duration2 months
Total Cost$14,000
01 · Project Title & Description

AI Sales Agent & Sales Intelligence Platform

TKX Media will design, build, and deploy a custom AI-powered sales platform for your team — engineered to scale outbound capacity without compromising the personalized, well-researched quality your clients expect.

The platform will integrate directly with your existing Streak and Gmail workflow to identify high-value pitching opportunities, draft tailored email pitches in your brand voice, and surface performance insights over time. Your account executives remain in full control of every outbound message — TKX's system handles the routine analysis, drafting, and prioritization that currently consumes their time.

Delivery is phased so the platform grows with your operations: we begin with the AI Sales Agent in Phase 1, then expand into reporting dashboards and project workflow automation in later phases.

What this proposal covers: Phase 1 only — the AI Sales Agent, scoped and priced below. Phases 2 and 3 are TBD and will be scoped separately by TKX once Phase 1 is live and we have real performance data to guide design decisions.
02

Project Scope — Full Platform Vision

Below is the complete platform TKX Media is proposing to build for you, organized by capability area. Each capability is described at a feature level; the technical delivery sequence is outlined under Project Phases.

Reading guide: Only the area marked Phase 1 is being delivered under this proposal. Phase 2 and Phase 3 capabilities are part of the long-term vision and will be scoped by TKX separately once Phase 1 is live.
Phase 1 — scoped now Phase 2 / 3 — TBD Optional
2.1 AI Sales Agent Phase 1 · Scoped Now
  • Automated identification of re-engagement opportunities from dormant leads in your Streak pipeline.
  • Detection of repeat-client (quality client) pitching opportunities based on past relationships and recent activity.
  • Seasonal and national-holiday pitching engine that surfaces relevant brand cohorts ahead of upcoming dates.
  • Recently-neglected-category detection so no segment of your pipeline goes untouched.
  • AI-drafted, personalized email pitches written in your established brand voice, drawing on your historical winning pitches as reference.
  • Subject line and angle variation to support testing of what resonates with each audience segment.
2.2 Sales Intelligence & Performance Analytics Phase 2 · TBD
  • Performance tracking for subject lines, open rates, reply rates, and send-time effectiveness.
  • Category and sub-category trend analysis to surface what is and isn't working over time.
  • Seasonal and time-of-year performance breakdowns.
  • Agency and contact response pattern analysis to prioritize the most receptive recipients.
  • End-to-end pitch outcome tracking, from initial send through to closed deal.
2.3 Internal Reporting Dashboard Phase 2 · TBD
  • A modern, live dashboard for your sales and leadership team.
  • Pipeline overview, AE activity, and agent productivity views.
  • "What's working" insights surfaced directly to the people sending pitches.
  • Prioritized daily lead lists for each account executive.
2.4 Client-Facing Reporting Dashboard Phase 2 · TBD
  • A modern, live client dashboard to replace the current PDF confirmation reports.
  • Per-project performance and airing visibility for each brand client.
  • Embedded video segments, social cuts, and supporting assets.
  • Branded experience consistent with your company's identity.
2.5 Project Management & Workflow Automation Phase 3 · TBD
  • Streamlined hand-off from sales to production aligned with your existing Smartsheets workflow.
  • Automated contract generation from your existing templates.
  • Integrated signature collection via SignWell.
  • Templated client onboarding and next-steps communication.
  • Automated brand assets collection and follow-ups.
2.6 External Signal Monitoring Optional / Subject to Access
  • Monitoring of PR Newswire for new brand launches, campaigns, and press releases relevant to your target categories.
  • Real-time surfacing of fresh pitching opportunities based on those signals.
03

Project Phases

TKX Media will deliver the platform across three phases. Phase 1 is fully scoped under this proposal. Phases 2 and 3 are presented at a directional level and will be detailed in separate scopes once Phase 1 is complete and live performance data is available to guide design decisions.

Phase 1 · Current Engagement 2 months · $14,000

AI Sales Agent

  • Streak and Gmail integration for both pipeline data and email history.
  • Historical pitch ingestion and analysis to establish a brand voice baseline.
  • Two of the four pitching strategies implemented: Quality Client Re-engagement and Seasonal / National Holiday Pitching.
  • Recently neglected category surfacing.
  • AI drafting engine with category-aware pitch generation.
  • Review-and-send workflow for your account executives, with edits feeding back into the system.
  • Outcome capture (replies, opens, send timestamps) to lay the data foundation for Phase 2.
  • Light reporting views showing top-performing pitches, subject lines, and categories.
Phase 2 · TBD To be scoped separately

Sales Intelligence & Dashboards

Indicative direction — final scope informed by Phase 1 live data:

  • Internal modern dashboard for AEs and leadership.
  • Client-facing live reporting dashboard to replace PDF reports.
  • Advanced subject line, send-time, and category analytics.
  • PR Newswire integration (subject to access).
  • Implementation of the remaining two pitching strategies.
  • A/B testing framework for subject lines and pitch variants.
Phase 3 · TBD To be scoped separately

Project Workflow Automation

Indicative direction:

  • Smartsheets workflow automation for sales-to-production hand-off.
  • Automated contract and document generation.
  • SignWell integration for signatures.
  • Client onboarding automation, including next-steps emails and asset collection.
  • Cross-system data flow between Streak, Smartsheets, QuickBooks, and Gmail.
Phases 2 & 3 are TBD based on what is delivered in Phase 1. The exact feature mix, sequencing, and pricing for these phases will be determined once Phase 1 is live and we have real performance data to guide design decisions.
04 · Phase 1 Detail

Phase 1 Milestones

TKX will deliver Phase 1 across six milestones. Each milestone produces a reviewable deliverable and a checkpoint for your feedback before the next begins.

Milestone 1 Discovery & Foundation Setup
  • Kick-off and detailed walkthrough of your current Streak, Gmail, and pitching workflows.
  • Streak API and Gmail OAuth integration.
  • Initial ingestion of historical pipeline and email data.
  • Pipeline structure, custom fields, and stage mapping.
  • Brand voice baseline established from your strongest historical pitches.
Milestone 2 Lead Intelligence Engine
  • Re-engagement opportunity scoring across your dormant leads.
  • Quality client identification for repeat-pitch surfacing.
  • Recently neglected category detection.
  • Seasonal and national-holiday calendar engine.
  • Prioritized daily lead lists generated for review.
Milestone 3 AI Drafting Engine
  • Indexing of your historical winning pitches for use as drafting references.
  • Category-aware pitch generation with subject line variation.
  • Brand voice replication tuned to your AEs' writing style.
  • Internal quality checks for tone, structure, and accuracy.
Milestone 4 Review & Send Workflow
  • Account executive review interface for drafted pitches.
  • Edit, approve, and reject flow with feedback capture.
  • Send via Gmail from each AE's own account to preserve sender reputation.
  • Logging of all outbound activity against the corresponding Streak boxes.
Milestone 5 Performance Capture & Light Reporting
  • Reply detection and open tracking integration.
  • Outcome attribution back to specific pitches, subject lines, and categories.
  • Basic "what's working" report views available to your team.
  • Data foundation established to support Phase 2 analytics.
Milestone 6 Deployment, Training & Handover
  • Production deployment on your hosting environment.
  • Live training sessions for your account executives and leadership.
  • Written documentation and operating guides.
  • Two weeks of post-launch support, monitoring, and adjustments.
05

Tech Stack

TKX Media will build the platform on a modern, production-grade stack selected for reliability, long-term maintainability, and AI-readiness.

06

What TKX Will Need From You

To start Phase 1 on schedule, TKX will need the following from your team. We'll coordinate access and walk through everything together during the discovery milestone — nothing here requires technical work on your end.

Access & Credentials

  • Administrative access to Streak (API key or admin account).
  • Authorization to integrate Gmail with the platform via OAuth for each account executive who will use the system.
  • A non-production Streak account or sandbox where development and testing can be performed safely.
  • AWS account and a domain for hosting the platform.

Reference Materials

  • A representative sample of historical pitches, with a focus on those that received strong responses or led to closed deals (ideally segmented by category).
  • A walkthrough or written documentation of your current Streak pipeline, custom fields, stages, and tagging conventions.
  • Examples of any brand voice or tone guidelines, if available.
  • Your current PDF report templates and any client-facing branding assets.

Coordination & Communication

  • A primary point of contact for project coordination and review cycles.
  • Availability of your account executives for two or three short calibration sessions during Milestones 1, 3, and 4.
  • Agreed review cycles and turnaround times for milestone sign-offs to keep the project on schedule.

For Future Phases (Informational)

  • PR Newswire account details (for Phase 2 monitoring, if applicable).
  • Smartsheets, QuickBooks, and SignWell access (for Phase 3 workflow automation).
07

Project Estimation & Timeline

Total Project Cost · Phase 1
$14,000

Fixed fee from TKX Media covering all six milestones outlined above — discovery through deployment, training, and two weeks of post-launch support.

Project duration · 2 months

What's Included in Phase 1

Phases 2 & 3 are TBD and will be scoped and priced by TKX separately based on what's delivered in Phase 1. Live performance data from Phase 1 will inform which Phase 2 features deliver the most value first.
Ready to move forward? A signed proposal and a scheduled kickoff is all TKX needs to begin Milestone 1 — discovery and foundation setup. Reach out to Tim Jones at TKX Media to lock in a start date.