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Tome AI Sales Proposal Generator | Freelance Income of 50,000 RMB/Month

Workflow: Receive product names, selling points, target customer profiles, and historical proposal materials from clients daily. I

AGENT

Key Fields

FIELD STAMPS

IndustryMarketing / Advertising

RegionUS（北美）

ScaleSME

ChannelOnline

🔧 Workflow

Receive product names, selling points, target customer profiles, and historical proposal materials from clients daily. Input these into Tome to generate sales proposals, presentations, and client communication documents. After generating the draft, manually verify data accuracy, adjust brand tone, and refine key phrasing before delivery. Once the client confirms, archive the proposal framework into a Notion template library with industry tags. When encountering similar clients in the future, reuse the framework, replacing only product information and client case studies, compressing the delivery time per order to under 1 hour. Sync and organize client feedback weekly, distilling high-frequency revisions into new prompt templates.

🛠 Setup Requirements

Register for a paid Tome account and familiarize yourself with its PPT and document generation workflow. It is recommended to run 10 virtual cases using the free version first to master the rhythm of prompting. Prepare a Notion or Feishu template library, categorizing different proposal frameworks by industry, such as SaaS fundraising, B2B procurement, or cross-border e-commerce solutions. The technical barrier is low; basic office software skills are sufficient, and no coding is required. Spend the first week debugging prompt templates for 20 different industries to verify generation quality. In the second week, post service links on Upwork or Fiverr and start with low-priced orders to build a portfolio.

🧰 Toolchain

🔧 Tome
🔧 Notion
🔧 Feishu Docs
🔧 WPS AI
🔧 Upwork

💰 Revenue

Charge between $300 and $800 per proposal or presentation, maintaining 8 to 10 B2B enterprise clients. Average monthly income is approximately $5,000 (about 36,000 RMB), which can reach 50,000 RMB during fundraising seasons or peak product launch periods. Some long-term clients may sign monthly retainer agreements for 4 to 6 customized proposals, providing higher income stability.

💸 Cost

Tome subscription is about $20/month, WPS AI membership is about 30 RMB/month, and Notion Personal is free. Upwork commission is about 10%, which is factored into the quote. Total hard costs are less than 200 RMB per month.

⏱ Time Investment

Invest 3 to 4 hours daily, including client requirement communication, prompt debugging, draft review, and delivery revisions. During peak seasons or bulk deliveries, this may increase to 6 hours, but time per order can be compressed through template reuse.

🚀 Getting Started

Beginners should first use the Tome free version to create complete sales proposals for 3 virtual clients across different industries to master the full link from requirement breakdown to final draft. Organize finished screenshots or PDFs into a portfolio and post them on Upwork, Fiverr, and Xiaohongshu, while proactively messaging SaaS founders or independent consultants. Price the first low-end order at $50 to $100, and once the delivery and revision process is streamlined, raise the price to over $300.

🔑 Keys to Success

✅ Pre-stock proposal framework templates for over 10 industries and continuously feed client feedback back into the template library.
✅ Perform manual verification of data and brand tone before delivery to prevent AI hallucinations from reaching the client.
✅ Ask clients about usage scenarios and conversion results after each delivery to optimize prompts in reverse.
✅ Distill high-frequency revisions into a standard checklist, such as data source citations, competitor comparison criteria, and risk clauses.
✅ Start with low-priced orders on Upwork to accumulate platform ratings; after 3 to 5 orders, rely on positive reviews to naturally gain recommended traffic.

⚠️ 风险

⚠️ Clients may learn to use Tome themselves and bypass the middleman, leading to a decline in repeat purchase rates.
⚠️ If generated sales data or performance figures are not manually verified, it may cause a crisis of trust with the client after delivery.
⚠️ Tome's own feature iterations or changes in pricing strategy may affect output stability and personal profit margins.
⚠️ Over-reliance on a single platform for leads; if an Upwork or Fiverr account is restricted, orders could drop sharply.

📌 Real Cases

📌 An independent pre-sales consultant used Tome to generate a fundraising presentation for a SaaS startup, charging $800 per order, totaling $3,200 for 4 orders in a month.
📌 A freelancer on Fiverr used Tome to batch-generate proposals for cross-border e-commerce platform onboarding, charging $150 per proposal and delivering 20 per month for a stable income of $3,000.
📌 A B2B sales outsourcing team integrated Tome into their client proposal workflow, producing customized plans for 3 industrial foreign trade companies at a monthly fee of $1,200 each, totaling $3,600 in monthly income.

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