Turn new sales leads into personalized AI proposal emails

Automatically writes and sends a custom proposal email the moment a new lead lands in your spreadsheet.

How the work actually flows

A straight line.

Pattern: Sequence (1)

flowchart TD trig[\"new lead row appears"\]:::trigdata s0[("read new lead details")]:::store s1["ai writes personalized proposal"]:::svc s2["email proposal to lead"]:::svc s3[("update spreadsheet status")]:::store trig --> s0 s0 --> s1 s1 --> s2 s2 --> s3 out[/"personalized proposal sent and logged"/]:::out pay{{"faster response before leads go cold"}}:::pay s3 --> out out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itAn outside serviceA record or sheetResultPayoff
Build size
Standard

A mid-size build with several tools working together.

Business functions
Email AutomationSpreadsheet & Database Ops
Connects
Google SheetsOpenAIGmail

The problem it solves

You know every new lead needs a fast, personal response, but writing a proposal for each one eats up your afternoon. Leads go cold while you're still drafting the first email, and it's easy to forget who you already followed up with.

Who it fits

Small service businesses and freelancers who chase new leads with proposals.

How it works

  1. A new lead's details land in your spreadsheet
  2. AI writes a short, personalized proposal from that information
  3. The proposal is emailed to the lead automatically
  4. The spreadsheet is updated so you know a proposal was sent
What you get

Proposals sent before the lead cools off

The moment a new lead lands, they receive a personalized proposal email built around their details, sent right away.

What you get

A personalized proposal email sent to the lead and a spreadsheet record showing it went out.

What you need

A Google Workspace account, an OpenAI API key, and a Gmail or Outlook account.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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