Generate a personalized sales proposal after every client call

Turns your sales call notes into a polished, branded proposal and emails it to the client automatically.

How the work actually flows

A straight line.

Pattern: Sequence (1)

flowchart TD trig>"post-call form submitted"]:::trig s0["AI writes structured proposal"]:::svc s1["Fill branded document template"]:::task s2["Email proposal link to client"]:::task trig --> s0 s0 --> s1 s1 --> s2 out[/"branded proposal sent same day"/]:::out pay{{"keeps sales momentum after the call"}}:::pay s2 --> 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 itA stepAn outside serviceResultPayoff
Build size
Standard

A mid-size build with several tools working together.

Business functions
Email AutomationSurvey & FeedbackFile & Cloud Storage
Connects
OpenAIGoogle SlidesGoogle DriveGmail

The problem it solves

After a good sales call, writing up a professional proposal takes time you'd rather spend on the next call, and proposals often sit half-finished for days. The longer it takes to send, the more momentum you lose with the client.

Who it fits

A sales team or agency that wants to turn call notes into a sendable proposal the same day.

How it works

  1. A form is filled out after the sales call with client and project details.
  2. AI writes a structured proposal covering the problem, solution, scope, and timeline.
  3. A branded document is created from your template with the details filled in.
  4. The finished proposal is emailed to the client with a link, ready to review.
What you get

Proposals ready for a final look

You get a branded sales proposal drafted from your call notes and emailed to the client the same day.

What you get

A ready-to-send, branded proposal document and an email delivering it to the client.

What you need

An OpenAI account, a Google Workspace account, and a Gmail 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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Turn sales notes into a ready-to-send proposal deck

Submit the budget, pain points, and timeline from a sales call and get a fully drafted Google Slides proposal back.

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Turn a sales call into a finished proposal in minutes

Fill out a short form after a sales call and get a customized proposal written, sent, and logged automatically.

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Turn form responses into a custom proposal and send it automatically

Turns a filled-out form into a branded Google Slides proposal and emails it to the prospect automatically.

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Turn sales call notes into a client proposal automatically

Fills out a proposal template with AI-generated content from client details and emails it to them automatically.

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