Marketing Manager

Proposals and contracts arrive as dense PDFs. Reading through pages of legal and marketing jargon takes significant time, and it is easy to miss unfavorable clauses like exclusivity restrictions, inflated audience figures, or hidden production fees.

Before
60 min
After
30 min
Saved
30 min
Step diagram: Marketing Manager — 6 steps, 3 handled by AI and 3 by you.

How this used to go

  • Open the PDF proposal and contract sent by the event organizer.
  • Read through the core package details, pricing tiers, and deliverables.
  • Cross-reference the audience breakdown with previous year's event data or notes.
  • Scan the contract terms for exclusivity clauses, cancellation policies, and hidden production costs.
  • Draft a list of questions, pushback points, or proposed changes for the organizer.
  • Email the feedback or changes back to the sales rep for renegotiation.

Wading through dense legal and marketing language to spot hidden fees or unfavorable terms buried in fine print.

The workflow, step by step

  1. You

    1. Gather the proposal, contract, and comparison material

    Place the event proposal, contract, pricing schedules, prior-year event notes, and any internal sponsorship budget in one working folder. Include only documents you are permitted to share with the AI system.

  2. AI

    2. Extract the offer and contract obligations

    Provide the documents to the AI and ask it to create a structured summary of packages, prices, deliverables, deadlines, audience claims, exclusivity, cancellation, payment, renewal, liability, and production terms. Ask it to quote or identify the source page for each finding; it cannot confirm whether organizer claims are accurate beyond the material provided.

  3. AI

    3. Build a risk and value comparison

    Ask the AI to compare the proposed audience and deliverables with the prior-year notes and sponsorship requirements, separating confirmed facts, missing information, and assumptions. Have it flag possible hidden fees, restrictive clauses, weak deliverables, conflicting dates, and claims that need evidence.

  4. You

    4. Choose the negotiation position

    Decide whether to reject the proposal, request specific changes, or approve it for signing based on budget, campaign goals, legal tolerance, and the evidence available. Set the maximum spend, acceptable exclusivity, required deliverables, and terms that must be changed before proceeding; this decision determines whether the sponsorship moves forward.

  5. AI

    5. Draft the negotiation package

    Give the AI your decision and non-negotiable points, then ask it to draft a concise issue list, questions, proposed redlines, and an email to the organizer. Require each request to identify the relevant clause or missing evidence and avoid presenting unverified audience figures as fact.

  6. You

    6. Send the approved response and record the outcome

    Check the draft against the source documents, adjust the tone and commercial terms, and send the feedback to the organizer or internal approver. Record the response, agreed changes, open risks, and whether the contract is rejected, sent for legal review, or approved for signature.

What you end up with

A source-linked sponsorship assessment, prioritized negotiation points, proposed contract changes, and an approved email or internal decision record showing whether the agreement proceeds.

Where this falls apart

  • The proposal document contains scanned images without embedded text, which causes the AI to miss critical clauses entirely.
  • The prior-year event notes are vague or incomplete, which causes the AI to produce speculative audience comparisons.

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