How to Use AI for Client Proposals

Tired of spending hours on proposals?

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AI helps you go from call to proposal in minutes.

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Why AI Changes the Game

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The Old Way

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The AI Way

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Your 5-Minute Proposal Workflow

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Step 1: Record the Call

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Step 2: Extract Key Points

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Step 3: Generate a Proposal

Step 4: Personalize and Polish

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Step 5: Follow Up Automatically

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ChatGPT, Fireflies, Notion AI, HubSpot—AI + CRM = results.

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Be clear, personal, and human—even with AI help.

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How to Use AI for Client Proposals

Tired of spending hours on proposals?

Tired of spending hours on proposals?

AI helps you go from call to proposal in minutes.

Why AI Changes the Game

AI tools turn call notes into full proposals—fast and smart.

The Old Way

Manual notes. Hours of drafting. Endless edits.

The AI Way

Record, summarize, write, and follow up—all with AI.

Your 5-Minute Proposal Workflow

Your 5-Minute Proposal Workflow

Step 1: Record the Call

Use tools like Fathom or Otter to auto-transcribe meetings.

Step 2: Extract Key Points

Let AI identify client needs and pain points instantly.

Let AI identify client needs and pain points instantly.

Step 3: Generate a Proposal

Use ChatGPT or Jasper to draft a tailored, professional proposal.

Step 4: Personalize and Polish

Add your voice, pricing, and proof—AI gives you a strong start.

Step 5: Follow Up Automatically

Use your CRM to track opens, send reminders, and close deals.

ChatGPT, Fireflies, Notion AI, HubSpot—AI + CRM = results.

ChatGPT, Fireflies, Notion AI, HubSpot—AI + CRM = results.

Tools That Do the Work for You

Be clear, personal, and human—even with AI help.

Make Your Proposals Stand Out

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