Automated Proposals for Coaches/Consultants/Sales

Overview

Eliminate proposal bottlenecks with intelligent automation that creates and sends professional proposals automatically.

Detects Monday CRM stage changes, uses OpenAI to draft tailored, on-brand proposals, then dispatches them via PandaDoc with full tracking enabled. Reduces proposal turnaround time from days to minutes while maintaining consistent quality and improving win rates through faster response times.

Key Outcomes

• Speed

  Minutes Proposal turnaround time

• Quality

  Consistent On-brand content every time

• Sales

  Higher Win Rates Through faster response