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Architect Fee Proposal Generation Agent

SalesArchitect Fee Proposal Generation

Drafts tailored architecture fee proposals by matching project scope, square footage, and complexity to firm rate cards and historical benchmarks for accurate pricing.

4
Process steps
6
Integrations
3
Data inputs

Principals and business development staff at architecture firms spend hours manually assembling fee proposals, pulling comparable project data, adjusting hourly rate cards, and formatting scope narratives for each prospective client, often under tight RFP deadlines

Inconsistent proposal formatting and pricing logic across staff can undercut margins or lose credibility with sophisticated clients

This agent ingests project scope details and automatically generates a structured fee proposal, benchmarking against similar past projects and applying the firm's current rate card and phase-based fee allocation, freeing principals to focus on client relationships instead of spreadsheet assembly

The agent takes in project intake details such as building type, square footage, site conditions, and design complexity, then queries the firm's historical project database for comparable fee benchmarks. It applies the current billing rate card and standard phase breakdown (schematic design, design development, construction documents, construction administration) to generate a fee schedule, drafts a scope narrative tailored to the project type, and compiles the full proposal document for principal review before client delivery.

1

Capture Project Scope

  • Collect building type, size, and site parameters
  • Identify design complexity factors
  • Confirm client-requested deliverables and timeline
Outcome: A structured scope brief is ready for fee benchmarking.
2

Benchmark Against History

  • Query comparable past projects by type and size
  • Pull historical fee-per-square-foot ranges
  • Adjust for site complexity and market conditions
Outcome: A defensible fee range grounded in firm history is established.
3

Build Fee Schedule

  • Apply current rate card by staff role
  • Allocate fee across standard design phases
  • Calculate reimbursable and consultant allowances
Outcome: A phase-by-phase fee schedule is generated and ready for review.
4

Draft Proposal Document

  • Write scope narrative tailored to project type
  • Compile fee schedule, terms, and firm credentials
  • Format for principal review and client delivery
Outcome: A polished, client-ready fee proposal is delivered for final sign-off.
Deltek Ajera
BQE Core
Salesforce
Microsoft Word/Excel
DocuSign
HubSpot