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Pattern

Scenarios for the client's budget

The client says "we have 80k". You answer with MVP, Standard and Full, each priced.

5steps 1human checkpoint 8Apropo methods
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For: Sales, presales and account managers

Budget conversations stall because re-cutting the scope into options takes a day, so the client gets one number and a take-it-or-leave-it.

You sayThe client's budget is 80,000. Create three scope options of project <uuid>, price them and tell me which fit.

No setup beyond the connection. Describe the goal to any MCP client connected to Apropo and it picks the methods below.

  1. Read the budget and the scope

    The agent reads the budget from the deal or email and the current work breakdown.

  2. Create the options

    It creates a separate structure version for each option and names it, so the options sit side by side in one project.

  3. Price each option

    It applies your rates and reads total and margin for every version.

  4. Human decision

    Choose what to offer

    A salesperson sees the options with price and margin and decides which to put in front of the client.

    SlackMicrosoft Teams
  5. Share the chosen options

    The agent prepares share links for the options you picked and a draft email.

What you get

The client gets real choices inside their budget, and you see the margin of every choice before you offer it.

Built-in safeguards

  • Margins are visible only to roles that may see them.
  • A person picks which options go out. The agent only drafts the email.

Works together with

HubSpot, Pipedrive, Gmail, Slack, Microsoft Teams

Want to see this run on
your own brief?

Book a demo and we will run this workflow live with your tools, with a person approving every step that matters.