Part of our Sales agents

AI workforce for Architecture Firms Sales

AI agents for sales teams in architecture firms

Actionist is an AI automation tool whose agents operate the apps your architecture sales team already uses, from rebuilding each fee proposal by hand to a draft waiting for partner sign-off.

Business development leads get back the hours lost to proposal rebuilds, PQQ paperwork, and chasing replies.

Your AI workforce
26 hrssaved on avg per person / month
$1,690avg saved per person / month
28avg scheduled jobs a week
Operates your stackActionist App Store
How it works

AI Employees for Architecture Firms Sales in 4 simple steps

  1. Manual Time

    We'll go over where you currently waste your time doing manual tasks.

  2. Actionist Automations

    We'll show you exactly how Actionist can automate these manual tasks.

  3. Your Benefits

    How much time and money you'll save by onboarding AI agents.

  4. Easy to use

    We'll show you how easy it is to enable AI across your business.

01

Where you spend your time

Why Architecture Firms Sales teams switch

We know how your week actually goes

Winning architecture work is a relay of small documents: a fit check on the brief, a fee proposal by stage, an appointment letter, a PQQ, a pitch deck. Each one is rebuilt from the last, between site visits and design reviews.

Actionist builds AI agents for architecture sales teams that prepare those documents and chase those replies, so partners decide on fees and bids and spend their time with prospective clients.

What matters to you
  • Enquiries qualified before the callback
    Brief, budget, site constraints, and capacity are checked first, so the partner returns the call with context.
  • Fee proposals built from your own template
    Stage scope and fee schedule are drafted and held for the partner's sign-off before anything is sent.
  • Appointment paperwork that gets signed
    Appointment letters go out for approval and unsigned ones are chased, not left in a drafts folder.
  • Bids that never miss a closing date
    PQQ answers, references, and insurance certificates are tracked against every tender deadline.
  • Quiet proposals followed up
    Every proposal past your chase window gets a drafted follow-up waiting for approval.
  • Built around how your practice sells
    These are examples. Build a custom agent for whatever your business development lead repeats each week.

And hundreds of other tasks you do manually..

An agent can take a lot off your team's plate. Take a look below to see the time and cost you could save by adding AI agents to your Architecture Firms Sales team's day.

The problem

Where the hours go

  • A new enquiry arrives with half a brief, and someone has to look up the site, check its planning history, and test the job against capacity before anyone can say whether it is worth a conversation, so promising ones wait while the team is out on site.

    An agent reads each enquiry, checks the address against planning limits and the resource plan in the cloud, and posts a one-page fit summary for the partner within about a minute, so the callback is informed.

  • Every fee proposal starts as a copy of the last similar one, with stage scope, exclusions, and fee percentages edited by hand, so a stale line from an old client can slip into the next document.

    An agent drafts the proposal from your template and fee sheet, lines the scope up with each work stage, and queues it for the partner's sign-off, with every figure traceable to the fee schedule.

  • A PQQ lands with a closing date eight days away, and the practice re-answers health and safety, insurance, and reference questions it answered a quarter ago while reference contacts are chased one email at a time.

    An agent holds the answer bank, pre-fills the standard sections, gathers the certificates, and drafts the reference-consent requests, leaving the team to write the parts that make the practice different.

  • Proposals go quiet after the client meeting and nobody follows up for weeks because the next job is already on the board, and unsigned appointment letters sit in the same silence.

    An agent watches every proposal and appointment letter against your chase window and drafts a warm follow-up for each, held for approval, so no instruction dies of silence.

02

Actionist Will Automate

Anatomy of an automation

What one automation looks like

Trigger·When a partner marks an enquiry as a proposal go in the CRM
Trigger
Step 1
Actionist
A partner moves the enquiry to the proposal stage in the CRM
Confirmation
Step 5
Human
The partner checks the scope, adjusts the fee levels, and approves the draft
Saved per run
~3 hrs
Runs / week
~1×
A proposal that used to wait for a free afternoon is on the partner's desk for review the same day
A week in the life

A week with your Architecture Firms Sales agents

28Scheduled jobs
6Agents at work
24/7Always on
Agents
Mon–Wed
Mon
Tue
Wed
7a
8a
9a
10a
11a
12p
1p
2p
3p
4p
5p
6p
Apps

Some of the apps for your Architecture Firms Sales team

Some of the apps your architecture sales team already uses, operated by your agents. Hundreds more are in the Actionist App Store, and an agent can work in tools that have no API by operating the screen.

Triggers

Your Agent wakes up Automatically whenever something happens

Your agents watch the apps you already use and act the moment something happens, usually within about a minute, handle it based on your instructions, 24/7.

WhenA web form or email names a site and a budgetfires within about a minute
The agent automatically

When an enquiry arrives through the website form or the shared inbox, the agent reads it within about a minute, extracts the site, project type, budget, and timescale, and checks it against the capacity sheet. It posts a short fit verdict to the partner and drafts a courteous reply that waits for approval, so the first answer is informed and still in the partner's voice.

Receives this trigger from
03

Your benefits

Manual vs agent

Where the time goes back

Without Actionist

What you do manually today

With Actionist

What your agent runs for you

  • Sales
    120 min / week
    Reading every enquiry in full to decide

    Someone opens each email thread, looks up the site on the planning portal, and checks the resource plan, so the partner gets a view only after a long reading session.

    Sales Agent
    0 min
    Agent posts a fit verdict for each enquiry

    An agent extracts the brief, checks planning limits and capacity, and posts a short fit verdict to Slack, leaving the decision to call or decline with the partner.

  • Sales
    240 min / week
    Rebuilding each fee proposal from the last one

    A copy of an old proposal is stripped of the previous client's details, and the stage scope and fees are retyped, usually in a rushed hour before a deadline.

    Sales Agent
    0 min
    Agent drafts the proposal for partner sign-off

    An agent drafts the proposal from the template and fee sheet, aligns scope to each work stage, and places it in a shared folder for the partner to edit and approve.

  • Sales
    180 min / week
    Re-answering the same PQQ questions

    The team searches old submissions for health and safety, insurance, and equality answers, pastes them in, and rewrites them to fit the new tender.

    Sales Agent
    0 min
    Agent pre-fills from your answer bank

    An agent matches the questions to the stored answers, pre-fills a working copy, and highlights the project-specific questions that need a person to write them.

  • Sales
    90 min / week
    Chasing quiet proposals and unsigned letters

    A partner remembers a proposal during a train journey and writes to the client from memory, while unsigned appointment letters sit unnoticed.

    Sales Agent
    0 min
    Agent drafts each follow-up for approval

    An agent watches every proposal and unsigned letter against your chase window and drafts a specific follow-up for each, waiting in the inbox for a partner's approval.

  • Sales
    120 min / week
    Compiling the Monday pipeline report

    Someone pulls open deals, fee values, and decision dates from the CRM and the tender tracker into a document on Sunday evening for the partners' meeting.

    Sales Agent
    0 min
    Agent compiles the report before the meeting

    An agent assembles the pipeline, expected fees, and last week's wins and losses into one document and posts the link to Slack before the partners sit down.

+ 100s of other automations
Average monthly
24 hrs / person / month
ROI

What that's worth

Calculator

Calculate what your team saves

Team size
3 people
Hourly rate
$65 / hr
Hours saved / week
18
Hours saved / year
900
Annual ROI
$58,500

Based on typical team usage: the visible tasks plus a few other automations the agent runs: ~6 hrs / person / week of admin work automated.

04

How easy it is to use

Automatic onboarding

We'll do all the heavy lifting for you.

From entering your website address to having a working AI team, no effort from you.

  1. Step 1

    Enter your website

    • We'll research your business
    • Automatically configure everything for you
    Try the demo
  2. Step 2

    Actionist Auto

    Optional
    • Watches you work
    • Creates your agents, workflows and schedules
    Get the extension
  3. Step 3

    Marketplace

    • Hundreds of apps, plus agents and workflows
    • Pre-configured by other users
    Browse the App Store
  4. Step 4

    Invite your team

    • We'll automatically onboard them too
    • Focus on the things that matter
    Open Actionist

Enter your website URL for a personalised demo

See exactly what Actionist would automate for your business.

Trust & control

You stay in control

An agent that touches your fee levels, your proposals, and your client contacts only earns trust if you stay in control. Actionist is built so a partner sees everything it prepared, approves anything that reaches a client, and owns every record it writes.

Client-facing drafts wait for a partner

Proposals, follow-ups, declines, and thank-you notes are drafted and held for approval. Nothing reaches a client or a developer unless you widen that autonomy yourself through Approval Modes.

A person decides fees and bids

The agent prepares fit summaries, fee options, and bid or no-bid sheets. Setting a fee, choosing to bid, and agreeing terms stay with partners and directors.

Destructive actions always ask first

Merging records, deleting a deal, or submitting a portal form always asks first, and that safeguard cannot be switched off.

A full trail, and your data stays yours

Every run is logged with steps and screenshots. Fee sheets and client details are encrypted, never used to train a public model, and can be self-hosted.

Architecture Firms

More Architecture Firms teams

More to automate

More use cases for Architecture Firms Sales teams

FAQ

Frequently asked questions

Does my business development team need to be technical to use Actionist?
No. You describe the job the way you would brief a new part-two assistant: here is the template, here is where fees live, here is who approves. Actionist is built for architecture sales teams, not developers, and there is no code to write. For most apps, connecting takes a minute, and for the rest the agent operates the screen the way a person would.
How do I get started with an agent for fee proposals and bids?
Book a free demo and a team member will walk through your most painful job, usually proposal drafting, PQQ answers, or chasing quiet proposals, then set up a working example you can test on your own templates. Most teams have a first agent drafting proposals within a day of the demo.
How do I make a custom AI agent for how we sell?
What you see here is a starting set, and the limit is your own process. You can brief a custom agent on your own sectors, fee structure, stage wording, and the way your partners approve work, and it follows your process rather than a generic one. Approval Modes let you decide how much it does without asking.
How quickly can I set Actionist up?
Connecting an app such as your inbox, calendar, or CRM is usually a one-minute guided step, and a first agent can be working the same day. Triggers such as a new enquiry are picked up within about a minute of arriving, and you can start with every draft held for approval.
Will it ever send a fee proposal to a client without a partner seeing it first?
Not unless you set it up that way. By default every proposal, follow-up, and decline is a draft that waits for approval, and you can approve or decline from a phone over Telegram or Slack. Destructive steps, such as deleting a record or submitting a portal form, always ask first and that cannot be turned off.
Our CRM is patchy and the planning portal has no API. Will an agent still work?
Yes, that is the case Actionist is built for. Where an app has no API, the agent operates the screen in the cloud the way a person would: it logs in, reads the page, clicks, and checks the result. A messy CRM is a good first job, because the agent can tidy and standardise records as it goes.
Who decides whether we bid and what we charge?
You do. An agent can prepare a bid or no-bid sheet and calculate fee options from your fee sheet, but a partner or director chooses whether to pursue and sets the fee. The agent drafts and organises; a person decides, which is the right split for a practice whose reputation rides on its proposals.
Can it help with PQQs, public tenders, and frameworks?
It can do the repeatable parts: watch procurement portals for notices, track closing dates, pre-fill standard answers from your own answer bank, gather certificates, and draft reference-consent requests for approval. Writing the project-specific answers and deciding what to promise stays with your team.
Is our client and fee information safe?
Your data stays yours. Credentials are encrypted in a vault and never shown again, fee sheets and client details are never used to train a public model, and every run is logged step by step so you can see what an agent read and changed. Practices with stricter needs can self-host Actionist on their own server.
Get started

See an agent turn a new enquiry into a draft fee proposal

Book a free demo and watch an Actionist agent read an enquiry, check capacity, and draft a stage-by-stage fee proposal for partner sign-off, end to end.