Issue #18: 🚀 Frank's Workflow Generates Ready-to-Send Proposals in 5 Minutes Flat

Workflow of the Week 🚀

Who Built It: Frank

What It Does: This workflow transforms your client meetings into ready-to-send proposals. After a Google Meet call, it:

• Transcribes the conversation using Fireflies.ai.

• Extracts key details (like client needs) with GPT.

• Generates a formatted Google Slides or Docs proposal.

• Prepares a draft email with the proposal link, ready for review.

• Pro Tip: combine with Gamma to give your slide deck that professional feel.

Where to Find It: 🔗 Access the workflow & training

Why It’s Incredible: Manually crafting proposals post-call can be time-consuming and prone to errors. This automation streamlines the process, ensuring:

• Efficiency: Deliver professional proposals within minutes, reducing turnaround time.

• Consistency: Maintain a standardized branding, format and tone across all proposals.

• Customization: Tailor content dynamically based on each client's specific needs.

• Quality Assurance: Drafts are saved for manual review, balancing automation with a personal touch.

By leveraging free tools like n8n, Google Workspace, and Fireflies, you can enhance your client engagement without incurring additional costs.

📊 Difficulty Rating: 🌊🌊🌊 (3/5 — Intermediate setup; familiarity with n8n and API integrations recommended)

💰 Get The Bag - Monetize this workflow

1. Freelance Proposal Automation Service
   Offer this workflow to freelancers and consultants who frequently draft proposals. Charge a setup fee of £200 and a monthly maintenance fee of £50. Highlight the time saved and increased client satisfaction as key selling points. Pro tip: Bundle this with a CRM integration for added value. CRMs are sticky so if you have an affiliate link you could see payments for years to come.

   2. Agency Client Onboarding Tool
   Agencies can use this automation to streamline their client onboarding process. Implement it to generate project scopes and timelines post-discovery calls. Price the service at £500 for setup and £100/month for ongoing support. Pro tip: Customize templates to reflect the agency's branding for a cohesive client experience.

   3. Educational Institutions' Meeting Summaries
   Universities and training centers can utilize this workflow to summarize academic meetings or student consultations. Offer the service at £300 setup and £75/month. Pro tip: Integrate with their existing LMS for seamless access to summaries and proposals. Again, an LMS is sticky so if the centre does not have one and you recommend an affiliate offer it means montly passive income.
   

🧰 Build Better – Tools, tricks, and reads to up your automation game

Selling AI Automation to Businesses: A Strategic Approach
Understanding how to position and sell AI automation services is crucial. This article delves into:

• Niche Targeting: Focus on industries with high automation potential.

• Outreach Strategies: Effective methods to connect with potential clients.

• Pricing Models: Structuring your services for recurring revenue.

• Integration Techniques: Combining AI tools for comprehensive solutions.

Gain insights to refine your sales approach and expand your client base.

👉 Read the full article

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Have a great weekend and remember - Code Less, Create More!

Kate

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