Automatically send the right proposal based on a lead's budget

When someone submits their budget and needs, the system emails a matching proposal and reminds you to follow up.

How the work actually flows

It branches. Exactly one path is taken.

Pattern: Exclusive Choice (4) · Simple Merge (5)

flowchart TD trig>"lead submits budget form"]:::trig s0["check submitted budget"]:::task s1["match to package tier"]:::task s2[("log inquiry")]:::store s3["schedule follow-up reminder"]:::task trig --> s0 s0 --> s1 s2 --> s3 gx{"× which budget tier matches"}:::gate s1 --> gx p00["send standard proposal email"]:::task gx -->|"lower budget tier"| p00 p10["send premium proposal email"]:::task gx -->|"higher budget tier"| p10 jn{"○ proposal sent"}:::gate p00 --> jn p10 --> jn jn --> s2 out[/"matching proposal sent automatically"/]:::out pay{{"faster consistent proposals with no leads lost"}}:::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 stepA record or sheetOne path onlyPaths rejoinResultPayoff
Build size
Standard

A mid-size build with several tools working together.

Business functions
CRM & Sales PipelineEmail AutomationSpreadsheet & Database OpsSurvey & FeedbackScheduling & Calendar
Connects
GmailGoogle SheetsGoogle Calendar

The problem it solves

You get inquiries with wildly different budgets, but writing a custom proposal for each one takes time you don't have. Good leads go cold while you're deciding which package to pitch, and follow-ups slip through the cracks.

Who it fits

A service business that offers tiered packages and wants faster, more consistent proposals.

How it works

  1. A lead fills out a form with their budget and challenge
  2. The system checks the budget and picks the matching package
  3. A formatted proposal email goes out automatically
  4. The inquiry and proposal are logged for tracking
  5. A calendar reminder is created three days later so you follow up
What you get

Budget-matched proposals sent the moment someone asks

You get the right proposal emailed automatically the moment someone shares their budget and needs, with a reminder set so you follow up three days later.

What you get

A sent proposal email, a logged inquiry record, and a scheduled follow-up reminder.

What you need

A Gmail account, a Google Sheets account, and a Google Calendar 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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