use cases

One system.
Every document that sells something.

If it leaves your company as an attachment and money depends on it — it should be a personalized, tracked web page instead. Pick your genre.

app.naimi.ai/northwind-pr7x

Proposal · valid until July 18

Website redesign for Northwind

Your price $12,400
−15% applied
Accept proposal Pay $500 deposit

Sales proposals & quotes

A Naimi proposal greets the client by name, shows their numbers, lets them pick a package and pay a deposit — and tells you the moment they open it.

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app.naimi.ai/northwind-sa7x

Prepared for Maya · Northwind

Cut fulfillment costs 23% in one quarter

2:14 — why this matters for Northwind
ROI calculator inside Book a call →

Sales presentations

Stop sending the same generic deck to every prospect. Each client opens a version made for them — and you see exactly what happens next.

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app.naimi.ai/northwind-pr7x

Price list · Northwind rates · current

Standard unit $48 $41
Pro unit $74 $63
Service, hr $95 $81
Qty: 120 units Order estimate: $4,920

Price lists & pricing pages

Each client opens their prices — with their discount, in their currency — at a link that always shows the current version.

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app.naimi.ai/northwind-cl7x

Monthly report · June · Northwind

Leads up 34% month over month

CPL $14.20 ↓ Was this useful? ★★★★★

Client reports & QBRs

The monthly report is your retention tool — if anyone reads it. A Naimi report is personal, visual, and tells you it was read before the renewal call.

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app.naimi.ai/anna-svoboda-in7x

You’re invited · Anna Svoboda

Partner Summit — Sept 12, Prague

A personal note from our CEO is waiting inside, Anna.

I’m coming Can’t make it colleagues joining: 2

Event invitations & RSVPs

Each guest gets a personal page — their name, the agenda, one tap to confirm and a field for how many colleagues they’re bringing.

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app.naimi.ai/northwind-on7x

Welcome aboard · Northwind

Your first 30 days with us

  • Contract & kickoff — done
  • Accounts provisioned — done
  • Intake form — 4 questions left
  • First milestone review — July 24

Client onboarding

New clients get one link with everything: their plan, their timeline, their contacts, and the intake form — already knowing what you learned during the sale.

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Your next client deserves more than an attachment.

Build your first template with your AI agent today — send a personalized link tomorrow morning.

free plan · no credit card · cancel anytime