Question 1

What is EngageFlo?

Accepted Answer

EngageFlo is an AI proposal generator that turns meeting transcripts, voice memos, photos, and field notes into scoped, client-ready Proposals for professional services teams.

Question 2

Who is EngageFlo for?

Accepted Answer

Agencies, consultants, and professional services firms that collect discovery in the field or on calls and then rewrite it into a Proposal or SOW.

Question 3

How is it different from a proposal template?

Accepted Answer

A template is a blank outline. EngageFlo fills scope from real discovery inputs so you start from a draft, not an empty page.

Question 4

Is EngageFlo PSA software?

Accepted Answer

No. PSA tools run delivery, staffing, time, and financials after the work is sold. EngageFlo sits upstream: it helps you define and win the work first.