How to create custom proposals in seconds using a CRM and proposal template?
Automate Your Agency
Let's be real....drafting proposals is a pain in the butt.
They may be essential, but they are tedious, time-consuming, and, for many of us, what we wind up working on when we'd prefer to be relaxing.
To make things even more stressful, the longer a proposal takes to create and send, the less likely the deal is to close.
It's a shame we don't have the technology for these things to write themselves...😏
Newsflash! We do. 😎
This week on Automate Your Agency, Alane Boyd and Micah Johnson share how they turned a traditionally manual task into an efficient, automated workflow that saves time and eliminates stress.
In this episode, they reveal:
🔹 How they built a system using tools like Grain, PandaDoc, and their CRM to automate proposals
🔹 The steps to pull insights from call transcripts and client pain points
🔹 The surprising benefits of removing the manual effort from proposal creation
🔹 And so much more!
Curious to see how it works? Check it out here! You can watch a demo video AND go hands-on to demo it yourself!
If this episode resonated with you, we’d love for you to leave a 5-star review. Your feedback helps us improve and ensures we continue delivering content that’s valuable to you. Be sure to subscribe so you never miss an episode—new insights drop every week!
What if AI could actually do the work instead of just giving suggestions?
Join Biggest Goal Co-Founders Alane Boyd and Micah Johnson for a free 30-minute session where you’ll see Claude Cowork in action, explore practical use cases, and learn how teams are handing off real work to AI and saving hours each week.
Disclosure: Some links are affiliate links, meaning we may earn a commission at no extra cost to you. Thanks for supporting the podcast!
For more information, visit our website at biggestgoal.ai.
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