🚀 Automate Proposals & Close Deals Like a Machine! 🤖

Tired of your closers spending hours crafting proposals instead of, well, closing? 😩 This system automates the ENTIRE proposal process, freeing up your team to focus on what they do best: bringing in the big bucks! 💰

🧲 Why This Matters:

In the fast-paced agency world, time is money. ⏳ Every minute your closers spend on tedious tasks is a minute they could be converting leads. This system streamlines the proposal process, leading to:

• Faster closing times ⚡
• Increased efficiency 📈
• Happier closers 😄 (and happier clients!)

🏗️ Building Your Automated Proposal System:

This system is built on 3 core pillars:

1. 🗄️ The Sales Meeting Hub (Airtable):

This is your central command center for tracking all sales meetings. 🕹️ We’ll use Airtable (a free tool!) to build a database that tracks:

• Meeting details: Date, time, duration, lead email, closer assigned.
• Lead qualification: Was the lead qualified? Did they close?
• Proposal request: Did the lead request a proposal?
• Meeting notes: Any relevant information from the call.

2. 📝 The Sales Feedback Form (Google Forms):

This simple form gathers crucial information from your closers after each call. 📊 We’ll use Google Forms (also free!) to collect:

• Lead qualification: Yes/No
• Deal closed: Yes/No
• Proposal required: Yes/No
• Lead’s problems: Open-ended response
• Lead’s goals: Open-ended response
• Consequences of inaction: Open-ended response
• Lead’s email: For linking back to the Sales Meeting Hub

3. ⚙️ The Automation Engine (Zapier):

This is where the magic happens! ✨ We’ll use Zapier (free trial available) to build 3 separate automations that work together seamlessly:

• Automation #1: New Meeting Magic:

  • Trigger: New meeting booked in Calendly (or your scheduling tool).
  • Action:
    • Find the assigned closer in Airtable.
    • Create a new meeting record in the Sales Meeting Hub.
    • Send a Slack notification to the closer with meeting details.

• Automation #2: The Gentle Reminder:

  • Trigger: Sales call start time in Airtable.
  • Action: Send a Slack reminder to the closer with a link to the Sales Feedback Form.

• Automation #3: Proposal Powerhouse:

  • Trigger: Sales Feedback Form submitted.
  • Action:
    • Update the Sales Meeting Hub record with form responses.
    • IF proposal is required:
      • Use 3 separate AI prompts (ChatGPT) to generate:
        • A compelling breakdown of the lead’s problem.
        • The potential consequences of not addressing the problem.
        • A clear statement of the lead’s desired goal.
      • Create a new Google Slides presentation from a template.
      • Automatically populate the presentation with the AI-generated content.
      • Send the presentation link to the closer via Slack.

🚀 Taking it to the Next Level:

• Build a comprehensive Sales Hub: Incorporate lead management, deal tracking, and reporting into your Airtable base.
• Integrate proposals into contracts: Streamline the closing process by combining proposals and contracts into one seamless document.
• Explore AI-powered meeting analysis: Automate even further by using AI to transcribe and analyze sales calls, extracting key information for proposals.

🔑 Key Takeaways:

• Automation is your friend: Embrace automation to eliminate tedious tasks and free up your team’s time.
• AI can supercharge your proposals: Use AI to generate compelling content that resonates with leads.
• Constantly iterate and improve: Experiment with different prompts, templates, and workflows to find what works best for your agency.

By implementing this system, you’ll empower your closers to close deals faster and more efficiently than ever before. 🏆 Get ready to watch your revenue soar! 🚀