Resources · tool
Paste a marketplace lead email and seventeen fields pre-fill; a proposal builder checks the client's ask against the catalogue and budget, then produces a client-ready sheet.
A lead arrives as an email with the details scattered through a paragraph. Someone retypes them into a form, then builds a proposal by copying the last one that looked close, then finds out at signing that the menu was over the client's budget.
A marketplace lead email is pasted in whole and the structured fields pre-fill from it — date, head count, event type, budget band, dietary constraints and the rest. Extraction is a draft, and like everything else it waits for a person to accept it.
The proposal builder puts the client's request beside your actual catalogue and checks coverage honestly: courses requested against courses offered, cuisines asked for against cuisines available, and the total against their stated band.
When it is over, it says so in dollars — $3.20 OVER their band — rather than quietly producing a number nobody checked.
Internal cost and client price are different things, and confusing them once is expensive. Code guarantees no internal cost figure can appear on a client-facing page. That is enforced, not remembered.
Intake is where most small operations leak time and margin at once. The pattern — extract, check against reality, state the gap out loud, then produce the document — applies to any business that quotes work before doing it.
