Client
iGlobal Forum
The relationship-led platform for the independent sponsor ecosystem
01
The challenge
iGlobal Forum sells access to the people, conversations and relationships that matter in the independent sponsor ecosystem. Making that value tangible means understanding each prospect's ambitions and showing why a particular opportunity fits.
The clues were already there, spread across Microsoft 365 emails, Gong call transcripts and HubSpot records. Turning them into a convincing proposal meant piecing together the conversation by hand, then adapting the pitch without losing the detail that made it personal. The work demanded the same attention whether an opportunity was straightforward or complex.
02
Our approach
Voxd connected those sources around the sales opportunity, bringing the buyer's objectives, concerns, stakeholders and commercial context into a shared view. That gave the proposal workflow something far more useful than a blank template: the substance of the relationship.
We designed the writing process to connect iGlobal's offer to the prospect's stated priorities. The proposal could explain why the opportunity was relevant, address questions raised in conversation and carry forward the language and detail the sales team had already established.
One joined-up prospect picture
Microsoft 365
Email conversations
Gong
Phone & video transcripts
HubSpot
Prospect & opportunity data
Understand
Needs, goals and concerns
Compose
Personalised web proposal
Human approval
Review, refine and publish
03
The solution
The application turns that context into a polished, branded web proposal that the team can refine and share. Required commercial information sits alongside a narrative tailored to the buyer, giving the finished proposal both consistency and a personal touch.
Review is built into the workflow. The sales team checks the content, adjusts the argument and approves the proposal before it reaches the prospect. AI handles the groundwork; the people who know the relationship shape the final pitch.
04
The result
iGlobal has a practical route from a promising conversation to a considered commercial response. Research, drafting and presentation come together in a guided workflow, helping the team maintain momentum without rebuilding the buyer's story from scratch.
The value is in the quality of the follow-up: a proposal that reflects what was discussed, makes the relevance of iGlobal's offer clear and gives the prospect something worth sharing with colleagues. Personalisation becomes part of the sales process, with human judgement built in throughout.
Sectors
Services used

