AgencyOS

Built on ArtMetrics

Proposal / Sales Systems

RevMax

Executive proposals, interactive demos, PDFs, implementation roadmaps, and pricing architecture.

installed
Preview delivery workspaceMarketplace

Service Packages

Service Packages in a Box: client intake, kickoff, dependency checklist, project plan, SOPs, MarketX assistant, delivery workspace, client portal, reports, QA, handoff, and upsell path.

Service package scaffold

This plugin can be added to proposal only or installed as a draft tenant service package.

Problem / Outcome Summary

Business problem

Proposal quality drops when diagnosis, proof, pricing, roadmap, and follow-up are composed manually.

Business impact

better proposal conversionfaster executive-ready proposals

Operational symptoms

  • slow proposal creation
  • weak executive framing
  • no engagement tracking

Recommended user

Sales repExecutiveRevOps

Install / Configure

Tooling Included

Tools, workflows, templates, dashboards, AI actions, automations, integrations, and KPI tracking are defined in the AgencyOS registry.

Tools

Executive Summary Builder

ai_assistant

Generate executive summaries from pain, scope, outcomes, and implementation phases.

Pricing Options Builder

calculator

Create pilot, core system, implementation, and expansion pricing structures.

Proposal Page Preview

document

Preview the RevMax executive proposal page and PDF-ready structure.

Workflows

Generate implementation plan

generate

Ask MarketX to generate the fastest implementation path for RevMax.

Assign owner

assign

Assign the operating owner and fallback escalation owner.

Add to RevMax proposal

create_proposal

Generate a proposal-ready section for RevMax.

Templates

RevMax SOP

sop

Standard operating procedure for installing and running RevMax.

RevMax Proposal Section

proposal_section

RevMax-ready proposal insert with problem, system, phases, KPIs, and value.

RevMax Dashboard Template

dashboard_template

Default reporting layout for executive and manager visibility.

Dashboards

RevMax Executive Dashboard

scorecard, trend, exception table

Executive rollup for RevMax outcomes, risk, and implementation progress.

RevMax Operator Queue

table, kanban

Daily action queue and blocked-work visibility for RevMax.

AI Actions

Diagnose RevMax gap

system recommendation

Which RevMax workflow should we install first for this client?

Write RevMax proposal insert

RevMax proposal section

Explain RevMax to an executive buyer.

Automations

RevMax task routing

low

New workflow item created -> Assign owner, due date, and escalation rule

RevMax exception alert

medium

KPI or SLA misses threshold -> Create manager review task and MarketX summary

Integrations

RevMax

available

manual import and demo-local workflow

KPIs

Proposal Conversion

leading

Improve 20% in 60 days

Time To Proposal

operational

Tracked weekly

Proposal View Rate

lagging

Tracked weekly

Interactive Preview

Generate executive summaries from pain, scope, outcomes, and implementation phases.

Executive Summary Builder

Step 1

diagnose bottleneck

Step 2

install workflow

Step 3

assign owners

Step 4

activate reporting

Step 5

optimize with MarketX

Implementation Plan

Quick wins, operationalization, visibility/reporting, AI optimization, and enterprise scaling.

1

Install quick-win workspace

Create the core workspace, owner queue, demo data, and first checklist.

quick-winsSales rep1-2 days
2

Operationalize workflow

Assign roles, configure required fields, connect fallback modes, and define approval gates.

operationalizationSales rep3-5 days
3

Add visibility layer

Install dashboards, KPI trackers, alerts, and manager exceptions.

reportingSales rep2-4 days
4

Enable MarketX actions

Enable AI prompts, proposal inserts, roadmap generation, and conflict checks with approval gates.

ai-optimizationSales rep1-3 days
5

Scale controls

Add permissions, multi-location variants, audit trail, and handoff outputs.

enterprise-scalingSales rep1-2 weeks
Install RevMax

This will add

Executive Summary Builder
Pricing Options Builder
Proposal Page Preview
RevMax Executive Dashboard
RevMax Operator Queue
RevMax SOP
RevMax Proposal Section
MarketX implementation architect context
RevMax proposal section

Required setup

Fallback: can run manually without integrations. Demo install state is local until persistence is wired.

Related Systems

Prerequisites

none

Commonly paired

proposalflowcallpreposcrmmax

Ask MarketX

MarketX uses AgencyOS registry context as the implementation architect.

Recommended deployment order

1quick wins
2operationalization
3visibility/reporting
4AI optimization
5enterprise scaling

Missing dependencies: pixelguard

Proposal Usage

Add this system to a RevMax proposal with implementation steps, KPIs, business value, and demo proof.

Generated proposal-ready section

RevMax Proposal Section

RevMax addresses the operational bottleneck by installing repeatable workflow infrastructure with measurable outcomes.

Proposal ConversionTime To ProposalProposal View Rate