Turn new leads into custom sales proposals automatically

Takes a new lead's info and call recording and turns them into a personalized proposal, emailed automatically.

How the work actually flows

A straight line.

Pattern: Sequence (1)

flowchart TD trig>"lead submits intake form"]:::trig s0["create proposal template copy"]:::task s1["transcribe call recording"]:::task s2["write tailored proposal"]:::task s3["convert to pdf and email"]:::task trig --> s0 s0 --> s1 s1 --> s2 s2 --> s3 out[/"personalized proposal emailed to prospect"/]:::out pay{{"faster proposals while lead is hot"}}:::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 itA stepResultPayoff
Build size
Standard

A mid-size build with several tools working together.

Business functions
Voice & PhoneEmail AutomationFile & Cloud Storage
Connects
OpenAIGoogle DocsGoogle DriveGmail

The problem it solves

Writing a custom proposal for every new lead takes time you do not always have, especially right after a promising call. The longer it takes to send, the colder the lead gets. Copy-pasting from an old proposal often means it does not really match what the prospect asked for.

Who it fits

Sales teams and consultants who send proposals after an intake form or discovery call.

How it works

  1. A new lead submits an intake form
  2. A copy of your proposal template is created for that lead
  3. Their call recording is transcribed with AI
  4. AI writes a tailored proposal based on the transcript
  5. The finished proposal is converted to PDF and emailed to the prospect
What you get

Proposals ready to consider sending

You get a personalized sales proposal drafted from your lead's intake form and call, turned into a polished PDF for you.

What you get

A personalized proposal document, delivered as a PDF straight to the prospect's inbox.

What you need

A form tool, an OpenAI account, and Google Docs and Drive accounts, plus Gmail.

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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