Your first case, start to finish
One evening, one client: enter them, send GrantAI a task, check the rows, build a proposal to read first.
You run the conversation and make the recommendation. Genius runs the numbers and drafts the proposal, and you check both before the client sees anything.
Saves records. Runs cost credits by the price list.
You'll learn to
- Put a client in Genius from three sentences
- Send GrantAI a task, then check the rows you can sell
- Build a proposal and read it before the client does
In this guide
- 1. Put one client in the app, with three sentences (done)
- 2. Ask GrantAI about the client (done)
- 3. Check the answer before you show it (done)
- 4. Make the proposal and see what your client sees (done)