Write a few lines of what the proposal is about, click a button and let OpenAI do the rest. It’s as easy as one two three
Sick of spending hours on proposals? We were too—until we automated the whole process. Let’s be real—writing proposals used to be a total time drain. It used to take us 3-4 hours just to put together a simple one. But we’ve changed all that. We’ve built a system that handles 90% of the proposal work for us—automatically, and still personalized to each client. Here’s what we do: 🔹Airtable CRM: Everything’s customized to fit our needs, and when we move an opportunity to “Proposal” status, an automation kicks in. 🔹 AI-Powered Proposal Drafts: Make pulls in all the client and project details, then automatically drafts a proposal that’s 90% ready. It covers everything—problems, benefits, deliverables—you name it. 🔹 Final Review: The draft gets sent to us for a quick review, we add the final touches, and it’s done. Plus, it updates back in our CRM for easy tracking. What used to take hours now takes minutes—and the proposals are still just as personalized.