Updated . Built against the tool’s current screens and checked step by step. How we check this lesson
Small agencies and consultancies do not usually lose a client to a better offer. They lose it to a slower proposal. A long, messy email arrives, the week gets busy, and the deck that should take an hour takes half a day. Runable is an AI agent: you describe finished work, such as slides, a report or a website, and it builds it. In this free business-case lesson you use a practice copy to price what a slow proposal costs, then use Runable's free plan to turn a messy client brief into a finished six-slide proposal deck: you check your credits, paste the brief, answer Runable's questions, pick a template, review the numbers, and fix the blanks by asking.
At a glance
| Question | Answer |
|---|---|
| What you build | A business case for a small agency: price what a slow proposal costs, then use Runable, an AI agent, to turn a messy client email into a finished six-slide proposal deck on the free plan. Check your credits, paste the brief, answer its questions, pick a template, review the numbers and fix the blanks by asking. |
| Tools | Runable |
| Time | About 16 minutes, 26 steps in 9 parts |
| Level | Beginner, no coding needed |
| Cost | Free |
| Ways to learn it | Practice it step by step |
The 9 parts, in short
- The cost of a slow proposal: Read the messy brief, Put a price on it, Meet Runable.
- Check your free credits: Check your credits.
- Start with the messy brief: Paste the brief, Send it.
- Answer its questions: Choose the deck format, Next, Choose the look, Send the answers, and 4 more steps.
- Pick a look: Apply a template, Send the template.
- Check slide one first: Read slide one, Build the rest.
- Review and fix the deck: Open the deck, Check the pricing slide, Find the placeholders, Ask for the fix in plain words.
- Get it out of Runable: See the export options, Read the four options.
- What this saves you: What this saves you, Next business case.
Start here first: Turn a Client Kickoff Call into a Proposal Outline with ChatGPT (Agencies & Consultants) (module 1 of AI Automation for Consulting & Agencies)
Part of: AI for Consulting & Agencies (step 2 of 18). Next up: Handle Scope Creep Without Losing the Client using ChatGPT
Part of: AI Apps Worth Knowing (step 6 of 21). Next up: Onboard New Clients Without the Back-and-Forth Using Airia
The business case: what a slow proposal costs a small agency
Picture Alex, who runs Northfield Digital, a made-up five-person agency. On Monday a three-office dental group emails a long, messy request: phones are swamping the front desk, no-shows cost about $8,000 a month, they want online booking and text reminders live before their busy season in March, the budget is around $15,000, and the software is Dentrix. Alex has to turn that into a proposal deck: problem, goals, approach, timeline, pricing and next steps.
Here is the arithmetic, using example numbers you should replace with your own. Say a deck like that takes about four hours and Alex sends six a month. That is 24 hours, or about $1,800 of time at $75 an hour, and $21,600 a year. The cost is not only time. The longer the proposal takes, the more time the client has to talk to someone else.
The fix is not a bigger team. It is a faster first draft, so the person sending the proposal spends their time on the numbers and the pitch instead of the layout.
Who this is for, and what it costs to start
Owners and account leads at small agencies, consultancies and freelance practices who write proposals from client emails and calls. You do not need any design or technical background.
Runable has a free plan. When we tested it in October 2026, the account showed 1,500 free credits a day (the top-right balance read Today 1,500 / 1,500), and our whole run, including one edit, used about 200 of them. Check Runable's pricing page for current limits, because plans and credit costs change. You do not need to pay, connect another account or publish anything to follow this lesson.
Why Runable asks questions before it builds
A one-line request like 'make a proposal' gives an AI agent too little to go on. Runable asks short questions about the choices that change the deck most: whether you want an editable PowerPoint or image-based slides, the visual direction, the language, whether you have a logo, and how to frame the price. Each answer shapes the deck, and each Skip lets Runable choose for you.
In our run it asked two questions, then three more, and we answered the format, the look and the price framing and skipped the language and logo. Choosing tiered pricing (Essential, Complete and Growth) made the pricing slide a choice between three options instead of a single number, which is easier for a client with a budget to say yes to.
You still own the numbers
The deck came back with a recommended tier, a payback period and a recovery estimate. Runable told us that the split of the $15,000 and the $3,200-a-month recovery were its own construction from the one figure in the brief, the client's $8,000 a month in no-shows. That is useful, because it gives the client something concrete to react to, but they are estimates and not facts.
Before a proposal like this goes out, read the goals slide and the pricing slide against what you really know: your real prices, your real timeline, and what you can honestly promise. A proposal with a wrong number is worse than a slow one.
Fixing the deck by asking
The brief only described the client's side, so slide 6 came back with blanks for your company, name, email and phone. You do not edit the deck by hand to fix that. You type the correction into the chat, for example 'Fill slide 6: company Northfield Digital, name Alex Rivera, an email address and a phone number', and Runable edits the slide and tells you what it changed. The same works for any slide: ask for a different tone, a shorter timeline or a different price.
In our test the deck was built as editable PowerPoint, so after Runable's edits you can still adjust text and numbers yourself in PowerPoint or Google Slides.
What this saves you
- Hours on the first draft: in the example, a four-hour deck becomes about 40 minutes, roughly 10 of waiting for Runable and 30 checking the numbers and editing. That is an estimate from one run, not a promise.
- One sitting: from the email arriving to a deck the client can read the same day.
- Free credits: our whole run, with one edit, used about 200 of the 1,500 daily free credits, so a free day covers several decks.
- What it does not do: check your numbers, know your prices, or win the work. You still read every figure before it goes out.
What we checked in a real Runable account
We ran every step of this lesson in a real Runable Free-plan account in October 2026: the credit balance, the prompt, both rounds of questions, the template gallery, slide 1, building the rest, reading all six slides, the edit to slide 6 and opening the Export menu. We did not download the file or open it in Google Slides, so those are mentioned and not taught, and we did not buy credits, publish or share anything. Runable's screens and credit costs change over time, so yours may differ slightly. In our run the page sometimes looked stuck on Thinking while Runable was still working, and refreshing the page showed the latest result.
Next business case: a weekly client report from a spreadsheet
Once proposals are faster, the next time sink for most small agencies is the weekly or monthly client report. Runable can also build reports and sheets from a request, using the same free credits. A lesson on turning a spreadsheet into a weekly client report is the natural next step.
Links
- Runable: the AI agent this lesson teaches. It has a free plan with daily credits, shown in the app as 1,500 a day when we tested it.
- Runable pricing: current plans, credits and limits. Check them before you rely on the free plan for client work.
Try it yourself, free
Reading the steps is a start. Doing them is how it sticks. The interactive module walks you through every click in a practice copy of Runable, checks each step, and never touches your real accounts.
Start “Turn a Messy Client Brief into a Finished Proposal Deck using Runable”Step by step: Turn a Messy Client Brief into a Finished Proposal Deck using Runable
All 26 steps of the interactive module, in order. In the module you watch each one, then do it yourself in a practice copy that checks your work.
1. The cost of a slow proposal
- Read the messy brief. Alex Rivera runs Northfield Digital, a small agency. Dana, at a three-office dental group, just sent a long and messy email. Turning a brief like this into a proposal deck takes Alex about 4 hours. Click the brief.
Alex runs a small agency. A dental group just sent a long, messy email asking for a proposal. Turning a brief like this into a deck takes Alex about four hours.
- Put a price on it. Say Alex sends 6 proposals a month. That is 24 hours, or about $1,800 of time at $75 an hour, and $21,600 a year. These numbers are an example, so swap in your own. Click the total.
Say Alex sends six proposals a month. That is twenty four hours. At seventy five dollars an hour, it is eighteen hundred dollars of time every month. These are example numbers, so use your own.
- Meet Runable. Runable is an AI agent. You describe finished work, like slides, a report or a website, and it builds it. It has a free plan with daily credits, so you can try it without a card. Click the Runable card to open it.
Runable is an A I agent. You describe finished work, like slides or a report, and it builds it. It has a free plan with daily credits.
2. Check your free credits
- Check your credits. This is Runable's home screen, signed in to a free account. At the top right is your credit balance, 1.5k. Click it to see how many credits you have today.
This is the Runable home screen. At the top right is your credit balance. It says one point five k.
3. Start with the messy brief
- Paste the brief. You have 1,500 credits a day on the free plan, shown as Today 1,500 / 1,500. Now click the box that says Describe what you want Runable to build and paste the request: the messy brief, plus what you want, a clean 6-slide proposal deck.
The free plan gives you fifteen hundred credits a day. It is the messy brief, plus what you want: a clean six slide proposal deck.
Turn this messy client brief into a clean 6-slide proposal deck (problem, goals, our approach, timeline, pricing, next steps). Brief: Hi, it's Dana at Brightside Dental, 3 offices. Front desk is drowning in phone calls, no-shows cost us maybe $8k a month. We want online booking + text reminders, live before our busy season in March. Budget around $15k, could stretch a bit if it pays back fast. Our software is Dentrix. Must be HIPAA safe. Two decision makers: me and Dr. Patel, he cares about patient experience.
- Send it. Click the round arrow at the bottom right of the box to send. Runable now thinks for a minute or two before it answers, so be patient.
Runable thinks for a minute or two before it answers, so be patient.
4. Answer its questions
- Choose the deck format. Runable asks a short question first: how do you want the 6 slides built? Pick Editable PowerPoint (.pptx), so you can change pricing and names afterwards. Your questions may be worded a little differently.
Runable asks how you want the slides built. Pick editable PowerPoint, so you can change the pricing and names afterwards.
- Next. Click Next.
- Choose the look. Question 2 is the visual direction. Pick Clean clinical blue/white, which suits a dental practice.
Question two is the look. Pick clean clinical blue and white. It suits a dental practice.
- Send the answers. Click Send. Runable thinks again and then comes back with three more questions.
Runable thinks again, and then asks three more questions.
- Skip what does not matter. You do not have to answer every question. The first one asks for the deck language. English is fine, so click Skip.
You do not have to answer every question. The first one is the language. English is fine, so click skip.
- Skip the logo question. The next asks for a logo or brand colors. You have neither for this client, so click Skip again and Runable will choose a palette.
The next one asks for a logo. You do not have one, so click skip again. Runable will choose the colors.
- Frame the price. The last one matters: how should I frame the ~$15k? A client with a budget is easier to win with choices, so pick Tiered options (Essential / Complete / Growth).
The last question matters. How should it frame the fifteen thousand dollar budget? Choices are easier to win with. Pick tiered options.
- Send. Click Send.
5. Pick a look
- Apply a template. Runable shows a template gallery, with the title "What's your vibe?". Point at Business Proposal and two buttons appear, View and Apply. Click Apply.
Runable shows a gallery of templates. Point at Business Proposal, and two buttons appear.
- Send the template. The template's pages are added to your message, with a line telling Runable to use them as design inspiration only and keep your content. Click the arrow to send. The build takes a few minutes. If the screen looks stuck on Thinking, refresh the page and it catches up.
The template pages are added to your message, as design inspiration only. The build takes a few minutes. If the screen looks stuck, refresh the page, and it catches up.
6. Check slide one first
- Read slide one. Runable builds slide 1 first, as a preview. Read the box on the right: $8K a month in no-shows becomes $96K a year. That is Dana's own number, turned into the case for the project. Click the $96K.
Runable builds slide one first, as a preview. Eight thousand dollars a month in no shows becomes ninety six thousand a year. That is the case for the project.
- Build the rest. Happy with the look? Click Build the rest. If you do not like it, you can ask for changes first. The other five slides take a few more minutes.
Happy with the look? If you do not like it, ask for changes first. The other five slides take a few more minutes.
7. Review and fix the deck
- Open the deck. Runable lists what is on each slide: problem, goals, approach, timeline, pricing and next steps. Click Open on the deck card to see all six slides next to the chat.
Runable lists what is on each slide.
- Check the pricing slide. Scroll to slide 5, Pricing: Essential $9,500, Complete $14,800 (recommended), Growth $21,500. Runable says the $15K split and the $3.2K a month recovery are its own estimates from Dana's $8K. Check every number before it goes out. Click the Complete price.
Slide five is the pricing. Three tiers. Runable says the split and the monthly recovery are its own estimates. Check every number before it goes out.
- Find the placeholders. On slide 6, Next steps, the box on the right still says [Your company], [Your name], [email] and [phone]. The brief only had Dana's side, so Runable left your details blank. Click the Prepared by box.
On slide six, the details box still has blanks for your company, name, email and phone. The brief only had Dana's side.
- Ask for the fix in plain words. Fix it by asking. Click the message box under the chat, type or paste the line below, and press Enter. Runable edits slide 6 and says what it changed.
Fix it by asking. Runable edits slide six and tells you what it changed.
8. Get it out of Runable
- See the export options. Slide 6 now reads Northfield Digital, Alex Rivera, the email and the phone. At the top right of the deck, click the small arrow next to Export.
Slide six now has Alex's details. At the top right, click the small arrow next to export.
- Read the four options. Four ways out: Download as PPTX, Download as PDF, Open in GDrive and Open in GSlides. We looked at the menu in our test but did not download, because the file lands in your own account. Click the menu to carry on.
There are four ways out: download as PowerPoint, download as P D F, or open in Google Drive or Google Slides. Pick the one your client expects.
9. What this saves you
- What this saves you. Click What this saves you.
Here is what it saves.
- Next business case. Click Next business case.
Next up, a weekly client report.
Frequently asked questions
- What is Runable?
- Runable is a general AI agent. You describe finished work, such as a slide deck, a report, a spreadsheet or a website, and it builds it, asking a few questions first. It has a free plan with daily credits.
- Is Runable free?
- Runable has a free plan. When we tested it in October 2026 the account showed 1,500 free credits a day, and one six-slide deck with a single edit used about 200 of them. Check runable.com/pricing for current plans and limits.
- Can Runable make a proposal deck from a client email?
- Yes. In our test we pasted a long, messy client email, asked for a clean six-slide proposal deck, answered a few questions and picked a template. Runable built a deck with problem, goals, approach, timeline, pricing and next steps slides, as editable PowerPoint.
- Can I edit the deck Runable builds?
- Yes. You can ask Runable for changes in plain words, and if you choose the editable PowerPoint format the slides use real text boxes and shapes, so you can also edit them in PowerPoint or Google Slides. The Export menu offers PPTX, PDF, Google Drive and Google Slides.
- Are the numbers in the deck reliable?
- Treat them as a first draft. Runable told us the price split and the monthly recovery estimate in our deck were its own construction from one figure in the brief. Check every number against what you really know before you send a proposal.
- Is this lesson free, and has it been tested in the real Runable app?
- The lesson is free and the practice copy needs no account. Every step was run in a real Runable Free-plan account in October 2026, except downloading the file and opening it in Google Slides. Runable is a third-party product and its screens change, so yours may differ slightly.
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All 7 modules in AI Automation for Consulting & Agencies
Terms in this lesson
Plain-English definitions, each with an example from a free lesson.