Day 18: Auto proposal generator – AI-powered proposals from lead data

🔗 Knowledge graph – Day 18 integrates every system into proposals

Day 1

Prompts for proposal sections

Day 2

Zapier triggers for new leads

Day 3

Make.com workflow for generation

Day 4

OpenAI API for proposal content

Day 5

Lead qualifier data → proposal inputs

Day 6

Sales use case

Day 7

3 builds practice

Day 8

Advanced qualifier (BANT, needs) → core proposal data

Day 9

Sales assistant email sequence

Day 10

Content engine → case studies, testimonials

Day 11

Support router (post-sale)

Day 12

Niche-specific proposal templates

Day 13

Workflow analysis → proposal structure

Day 14

CRM data for personalization

Day 15

API security for document generation

Day 16

Scraped competitor data for pricing

Day 17

Dashboards track proposal performance

Day 18

Auto proposal generator

Shared link: Day 8 provides lead needs and budget. Day 10 provides case studies. Day 3 automates the workflow. Day 4 generates the content. Day 18 combines them into a complete proposal system that closes deals automatically.

🎯 Why automate proposals?

📌 From lead to proposal in minutes, not days

Creating proposals manually takes 1-3 hours per lead. An automated proposal generator:

Uses lead qualification data (Day 8) to personalize content
Pulls relevant case studies (Day 10) based on lead's needs
Generates professional copy with AI (Day 4)
Creates PDF and sends instantly
Increases close rates with faster, personalized responses

Analogy: Manual proposals are like writing every letter by hand. Auto proposals are like having a printing press – you create one template, then customize and print hundreds in minutes.

🏗️ System architecture – 5-step proposal pipeline

Step 1: Lead qualified

Day 8 provides BANT data, needs, budget, timeline

Step 2: Content selection

Day 10 pulls relevant case studies, testimonials

Step 3: AI generation

OpenAI creates personalized proposal sections

Step 4: PDF creation

Google Docs + API or Make.com PDF tools

Step 5: Delivery

Email with PDF + tracking + calendar link

📄 Proposal template – what to include

Section 1: Executive Summary

Personalized intro referencing lead's specific situation (from Day 8).

"Dear [Name], Thank you for discussing your [need] with us. Based on our conversation, we understand you're looking for [solution] within a [timeline] timeframe and budget of [budget]..."

Section 2: Understanding Your Needs

Restate their pain points (from Day 8 qualification).

"During our call, you mentioned these key challenges: • [Challenge 1] • [Challenge 2] • [Challenge 3]"

Section 3: Our Solution

Describe approach tailored to their industry (Day 12).

Section 4: Case Studies

Relevant success stories from Day 10 content engine.

Section 5: Investment

Pricing based on budget from Day 8, with options.

Section 6: Next Steps

Calendar link + signature block.

⚙️ Build the complete proposal generator (Make.com)

Trigger: Lead reaches proposal stage

From Day 8-9 workflow, when lead is qualified as "hot" and requests proposal:

HubSpot deal stage changes to "Proposal Needed"
Google Sheet row marked "Generate Proposal"
Manual button in Make (for testing)

Gather lead data (Day 8)

Pull from CRM or Sheet:

Lead data:
- Name: {{name}}
- Company: {{company}}
- Need: {{need}} (from BANT)
- Budget: {{budget}}
- Timeline: {{timeline}}
- Pain points: {{pain_points}}
- Industry: {{industry}} (Day 12)
                        

Select relevant case studies (Day 10)

Query your case study database (Sheet/Airtable) for matches:

Filter: Industry matches OR solution matches need
Return: 2-3 best case studies
                        

Generate proposal sections with OpenAI (Day 4)

Multiple AI calls for each section:

// Executive summary prompt
"Write a personalized executive summary for a proposal to {{company}}. They need help with {{need}} and have budget {{budget}}. Be professional and warm."
// Solution description prompt
"Describe our approach to solving {{need}} for a {{industry}} company. Include our methodology and expected outcomes."
// Case study integration
"Summarize this case study: {{case_study}}. Highlight results relevant to {{need}}."
                        

Assemble proposal in Google Docs

Use Google Docs module in Make to:

Create a copy of master template
Replace placeholders with generated content
Insert case studies, pricing table

Generate PDF

Options:

Google Docs → Export as PDF (Make module)
Use PDF.co or similar API
Save to Google Drive, Dropbox

Send to client (Day 9 skills)

Email with:

Personalized message
PDF attachment
Calendar link for follow-up call
Track when opened (HubSpot/Yesware)

Log and update CRM

Update deal stage to "Proposal Sent", log activity, set follow-up task for 5 days.

💰 Dynamic pricing tables from budget data

Basic (Budget: {{budget_low}})

- Core features - Email support - Monthly report - Price: $X,XXX

Professional (Budget: {{budget_medium}})

- Everything in Basic - Priority support - Weekly strategy calls - Price: $X,XXX

Enterprise (Budget: {{budget_high}})

- Everything in Pro - Dedicated account manager - Custom development - Price: $X,XXX

Pro tip: Use Day 8 budget data to recommend the right tier. If budget is unclear, include all three with "recommended" badge on mid-tier.

🏠 Niche-specific proposal examples

🏠 Real Estate

Proposal for: Listing package, buyer representation

Includes: CMA, marketing plan, commission structure, timeline

📊 Agency

Proposal for: SEO, PPC, web design

Includes: Audit results, strategy, pricing tiers, case studies

💼 Consulting

Proposal for: Business coaching, automation services

Includes: Problem analysis, methodology, ROI estimates

🛒 E-commerce

Proposal for: Marketing automation, email flows

Includes: Current metrics, projected improvements, pricing

🔄 How Day 18 enhances previous systems

Day 8 – Lead qualifier

Qualified leads automatically get proposals, closing loop faster.

Day 9 – Sales assistant

After proposal sent, sequence continues with follow-ups.

Day 10 – Content engine

Generates case studies and testimonials for proposals.

Day 14 – CRM

Proposal status tracked in CRM, updates deal stage.

Day 17 – Dashboards

Track proposal sent/opened/converted rates.

8 hands-on practice exercises

📝 Exercise 1: Proposal template

Create a Google Doc proposal template with placeholders for all sections.

🤖 Exercise 2: AI executive summary

Use OpenAI to generate an executive summary for a sample lead (create fake lead data).

📊 Exercise 3: Case study selector

Create a sheet of 5 case studies. Build a filter that selects relevant ones based on industry.

💰 Exercise 4: Pricing table

Create dynamic pricing table based on budget range (low/medium/high).

⚙️ Exercise 5: Make.com workflow

Build a simple Make scenario that takes lead data, calls OpenAI, and updates a Google Doc.

📄 Exercise 6: PDF generation

Use Google Docs → PDF export in Make. Generate PDF from your template.

📧 Exercise 7: Email delivery

Send test proposal email with PDF attachment and calendar link.

🏢 Exercise 8: Niche proposal

Create a complete proposal for your chosen niche (real estate or agency).

📄 Client proposal – Automated proposal generator service

📄 Automated Proposal Generator – Service Overview

What I'll build:

✅ System that automatically generates personalized proposals when leads reach qualification stage
✅ AI-written executive summary and solution description tailored to each lead
✅ Dynamic case study selection based on lead's industry and needs
✅ Pricing tables adjusted to lead's budget range
✅ Professional PDF generation and email delivery
✅ CRM integration to track proposal status

Investment: $2,500 setup + $350/mo (includes AI costs)

ROI: Save 5-10 hours/week on proposal writing, increase close rate by 20% with faster, personalized proposals

📚 Resources

Day 18: You're now an auto proposal expert

✔ Built complete proposal generator using Day 8-10-3-4
✔ Created dynamic templates with AI personalization
✔ Integrated case studies and pricing tables
✔ Generated PDFs and automated delivery
✔ Applied to real estate and agency niches
✔ Client-ready proposal service
✔ 8 hands-on practice exercises