---
title: "Naimi use cases — proposals, sales decks, price lists, reports, invitations, onboarding"
description: "Everything you’d otherwise send as a flat file, rebuilt as a personalized, tracked web page: sales proposals, presentations, price lists, client reports, event invitations and client onboarding."
url: https://naimi.ai/use-cases
---

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/ridgeline-outfitters-7330bd

![Service proposal — Swiss mono — real Naimi template, personalized for Ridgeline Outfitters](https://naimi.ai/images/gallery/proposal-mono.webp)

## 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.

Explore →

](https://naimi.ai/use-cases/proposals)[

app.naimi.ai/summit-gear-co-3ec859

![SaaS product pitch — real Naimi template, personalized for Summit Gear Co](https://naimi.ai/images/gallery/saas-pitch.webp)

## 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.

Explore →

](https://naimi.ai/use-cases/sales-presentations)[

app.naimi.ai/harbor-main-home-goods-ffaff3

![Service menu configurator — real Naimi template, personalized for Harbor & Main Home Goods](https://naimi.ai/images/gallery/service-configurator.webp)

## Price lists & pricing pages

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

Explore →

](https://naimi.ai/use-cases/price-lists)[

app.naimi.ai/harbor-main-home-goods-589807

![Quarterly business review — real Naimi template, personalized for Harbor & Main Home Goods](https://naimi.ai/images/gallery/qbr-report.webp)

## 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.

Explore →

](https://naimi.ai/use-cases/client-reports)[

app.naimi.ai/northwind-software-df9004

![Event invitation — real Naimi template, personalized for Northwind Software](https://naimi.ai/images/gallery/event-invite.webp)

## 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.

Explore →

](https://naimi.ai/use-cases/invitations)[

app.naimi.ai/ridgeline-outfitters-e843c0

![New-client welcome pack — real Naimi template, personalized for Ridgeline Outfitters](https://naimi.ai/images/gallery/client-onboarding.webp)

## 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.

Explore →

](https://naimi.ai/use-cases/onboarding)

## Your next client deserves more than an attachment.

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

[Start free→](https://app.naimi.ai/app/signup) [See pricing](https://naimi.ai/pricing)

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