Hygge Presale: One Workspace From the First Brief to a Signed-Off Proposal
Hygge moved its presale cycle out of scattered documents, spreadsheets and hand-made decks into one system. An AI agent drafts each estimate against historical data, people review and approve it, and every closed deal feeds the next estimate.
A Presale Workspace Built Around Your Past Deals
We start from the way your team scopes, prices and pitches today, and shape intake, estimation and proposals around the history of your past projects. The first step is a written map of your current presale cycle.
What Presale Looked Like Before One Workspace
Every step between a client brief and a proposal lived in a different file, and each handoff meant rebuilding context.
Briefs Spread Across Documents
Client requests, call notes and requirements sat in separate documents and spreadsheets, so every estimate began with collecting them.
Estimates Started on Missing Answers
Gaps in a brief surfaced halfway through an estimate, after the estimator had already filled them with guesses.
Ranges Without a Source
An effort range with no link to past work left little to show a client when they asked where the number came from.
Past Deals Left in Folders
Finished proposals stayed in files, and the next estimate could not draw on what the last one had learned.
Decks Assembled by Hand
Each pitch deck was built manually, and keeping it in step with the approved scope took another round of edits.
Case Sharing Based on Memory
Which past project could be named to which client depended on someone remembering the agreement.
The Challenge
Each deal passed through several files on its way from the first client brief to a proposal, and the team rebuilt the context at every step. Estimates depended on who wrote them, and the knowledge from past deals stayed in folders that the next estimate could not reach.
Briefs, estimates, decks and proposals lived in scattered documents, spreadsheets and hand-made slides.
Our Solution
Hygge built one workspace for the whole presale cycle: a leads pipeline, intake shaped by work type, an AI estimation engine, an estimation matrix built from past deals, versioned pitch decks, a case library and client showcases. Every estimate module is anchored to evidence and carries a confidence score, reviewers approve it or send it back, and each finished proposal returns to the matrix so the next estimate starts better calibrated.
One workspace for the presale cycle, where an AI agent drafts and people approve.
What Hygge Presale Does
Each card is a live module of the platform Hygge's presale team works in.
Leads Pipeline
Board, list and timeline views of every opportunity across six presale steps. The stage is derived from six sub-statuses, and each stage has its own owner and deadline.
Intake Shaped by Work Type
Sales and tech fill their own sides of the brief, and each work type, from a new build to an audit or discovery, adds the questions it needs.
Completeness Before Framing
Every answer is marked known or unknown, a completeness score lists what is missing, and a lead moves to framing once the required sales fields are in.
AI Estimation Engine
Claude, connected through the platform's MCP server, submits a module-by-module estimate in business days with roles, assumptions and open questions.
Anchored Modules
Each module points to historical statistics, a named past project or AI judgement stated as such, and anchors that do not exist are rejected.
Confidence and Risk Buffer
More evidence gives a tighter range and a smaller buffer. Overrides below the risk floor are audited, and every version keeps a side-by-side diff.
Human Review Gate
Reviewers approve, edit single modules or request changes, and only an approved estimate goes to the client, with the outcome recorded.
Estimation Matrix
Effort ranges per feature category from past estimations, filtered by architecture, UI approach and AI-assisted delivery, with semantic search over the evidence.
Pitch Decks and Proposals
Versioned decks with a talk track and threaded comments, exported as a proposal PDF, presentation PDF, HTML, Markdown or a full client package.
Case Library With Disclosure Rules
Cases move from draft to review to approved, and named, anonymized or internal-only modes decide what sales can show and to whom.
Showcases From the Client's Words
A hosted story built from the request, audience, desired outcomes and meeting transcript, matched to approved cases and shared through a secure link.
AI Agents Through MCP
Personal tokens connect Claude Code or Codex to the platform, and every agent action passes the same validation, review gates and audit trail as the web app.
What Runs Without Anyone Pressing a Button
The background work that keeps estimates calibrated and materials findable runs inside Hygge Presale on its own.
A Matrix That Learns From Every Deal
The proposal version the client saw joins the historical set once the deal is finished.
Proposals That Extract Themselves
Uploaded PDFs are parsed in the background into features, team and totals, with retries for failed runs.
Notices to the Right People
Status changes email the lead's team, with recipients resolved at the moment of the event.
Materials Searchable on Change
Every lead's materials are indexed for semantic search as soon as they change.
What Changed for Hygge's Presale Team
What the platform guarantees on every deal, from the first brief to the proposal.
Pipeline Stages Typed by Hand
Anchored to Evidence
From One Approved Deck Version
Of Case Disclosure, Enforced
What Is Live and What Comes Next
Live - Leads Pipeline and Intake
Live - AI Estimation and the Matrix
Live - Pitch Decks and Proposals
Live - Case Library and Showcases
Live - AI Agents Through MCP
In Development - One Funnel With Lead Generation
Track Record
Company-wide numbers, built from every project Hygge has delivered since 2019.
Industries We Serve
Industries where sales teams scope, price and pitch custom work, and every proposal draws on past projects.
Sales & Marketing Technology
Prospecting and outreach platforms where automation has to look human enough that the platform it runs on does not object.
Marketing & Creative
Turning agency method into software, with generative tools that sharpen a person's thinking.
More Products Hygge Has Shipped
Other systems Hygge built around the way a team already works, with the data in one place and the client owning the result.
Hygge HR
Hygge's own people platform: org structure, employee records, time off, hiring and project boards in one system, with balances, reminders and pay history that update themselves.
- 0Manual Balance Recalculations
- 3+ yearsTenure Bonus Added on Its Own
- 1 platformFor People, Time Off, Hiring and Projects
- Any dateRole and Pay History on Record
PlayFusionLabs CRM
A sales CRM with company research, an approval-based agent and finance in one database, built for a game development studio in about two months.
- ~2 monthsFrom First Call to Daily Use
- 150+Releases Since Launch
- 1 databaseFor Sales, Projects and Finance
- $0In Per-Seat Licences
MB Character Tool
An embeddable AI character generator living inside an agency marketing site, built in eight weekly milestones.
- 1 promptFrom landing on the site to a result
- 1 iframePuts the tool inside the existing site
- 8 weeksFrom an empty repository to live on the site
Questions About Hygge Presale
Is Hygge Presale a product we can buy?
How does the AI estimate a project?
What keeps an estimate from being too optimistic?
Can sales show a past project without naming the client?
Which AI tools can work with the platform?
Let's Build Something That Matters
We're your one-stop Digital Engineering Partner - tell us the process, product, or data problem you're trying to solve, and Hygge scopes AI and software work around a business result before any code gets written.
Tell Us What You're Building
Share the product, process, or data problem behind the request, along with the systems, data, or timeline the build has to work around.
Get an Audit-Backed Consultation
Hygge reviews the systems and data behind the request before the first call, so the conversation opens with real specifics already on the table.
Receive a Scoped Proposal
A plan with the approach, team, timeline, and cost, built around the business result the project needs to hit.