Innovative You
Can't Ignore
Immediate Delivery
The ability to send a proposal before the end of a phone call is a game-changer. It keeps the momentum going and significantly increases the chances of closing the deal.
Automated Personalization
The system leverages AI to create personalized, high-quality proposals based on real-time input from the discovery call.
Scalability
The system is highly scalable, capable of handling increased client loads without additional manual work. As the business grows, the system can be easily adjusted to accommodate more clients and more complex proposals.
System Overview
Use a Typeform to log client information during the discovery call. Enter basic details like name, company, email, and a brief description of their business. This form triggers the proposal generation process.
01
AI processes the information to create a polished proposal, including the client’s problem statement and proposed solution. Use a pre-designed PandaDoc template to automatically fill in details like milestones, timelines, and pricing.
02
Immediately send the proposal after the call. Follow up with an automated email that answers common questions and outlines next steps, such as payment and project initiation. This keeps the process smooth and increases the chances of closing the deal.