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Recipient (prospect / client name)
Date
Prepared by (shown on cover · saved on this device)
Notes (optional — shown on cover sheet)
Draft with AI
Drafting cover note & email…
Selected documents
Outreach email (editable — generate with “Draft with AI”)
Copy email
Open in mail app
Client branding on cover (optional)
Accent
Set a follow-up reminder (optional)
Creates a reminder for this recipient when you build.
Merge command (run in this folder to combine into one PDF)
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✨ AI Packet Recommender
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Tailor to an existing client (optional)
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Describe the prospect or client
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Proposal & SOW
Attestation letter
Client welcome
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Client / recipient
Brief — what should it include? (scope, services, pricing, key points)
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