#1: Streamlining Proposal Generation for a Sales Coach with AI Automation

The Problem: Time-Consuming, Manual Proposal Process

Before implementing a custom automation system, a sales coach faced a major bottleneck in his workflow: generating personalized proposals for prospects. The process was time-consuming and inefficient, often taking up to three hours per proposal. This lengthy task was especially frustrating given the high volume of discovery calls he was conducting, and it hindered his ability to focus on scaling his business.

The coach’s typical process included:

  1. Discovery Call: Engaging with a prospect to assess whether they were a good fit for his services.
  2. Custom Proposal Creation: If the prospect was a fit, he would manually draft a personalized proposal, a process that could take up to 3 hours, each time.
  3. Follow-Up: Sending the proposal and waiting for a response.
  4. Manual Updates: Manually updating his CRM and tracking the proposal’s progress.

While the coach was offering valuable services, his manual proposal process drained his time and energy, keeping him stuck in operational tasks instead of growing his business.

The Solution: AI-Driven 1-Click Proposal Automation

At agilAIty, we specialize in providing fully automated AI-driven sales solutions. After auditing the sales coach’s existing workflow, we created a fully automated 1-click proposal generation system that integrated seamlessly with his existing CRM, allowing him to focus more on sales and less on time-consuming administrative tasks.

Here’s how the new system works:

  1. Discovery Call Form: After the discovery call, the coach fills out an online form detailing the prospect’s information. If the prospect is a fit, the coach checks a box on the form to trigger the workflow.
  2. Automated Follow-Up Email: Upon form submission, a personalized thank-you email is automatically sent to the prospect about 5 minutes after the call, maintaining timely and professional communication.
  3. AI-Generated Proposal: Once the workflow is triggered, the system drafts a personalized proposal using ChatGPT. The proposal is created in Pandadoc with dynamic variables filled in based on the information entered in the discovery call form. This saves the coach from manually drafting each proposal.
  4. Integrated Payment Link: The proposal includes a Stripe payment link, allowing the prospect to pay once they sign off on the agreement, eliminating the need for additional steps in the payment process.
  5. CRM Automation: Simultaneously, the prospect is added to the coach’s CRM pipeline, and the pipeline stage is automatically updated to "Awaiting Proposal." Once the coach reviews the proposal and inputs the final price, the stage is updated to "Proposal Sent."
  6. Time Savings: What once took 3 hours per proposal now happens in a matter of minutes, freeing up the coach to focus on closing more deals and growing his business.