AI-powered proposal generation system that creates branded proposals instantly and ensures timely follow-ups for a creative agency, improving close rates and reducing admin work.
A creative agency was spending excessive time creating client proposals and tracking follow-ups manually. The process was time-consuming, inconsistent, and often led to missed opportunities due to delayed responses.
They needed an automated solution that could generate branded proposals instantly, track client interactions, and ensure timely follow-ups to improve their close rates and reduce administrative overhead.
Integrated ChatGPT to automatically draft customized proposals based on lead information from HubSpot, ensuring consistent quality and branding.
Automated proposal population in PandaDoc with branded templates, electronic signatures, and professional formatting for immediate client delivery.
Real-time Slack notifications for proposal status updates, client interactions, and automated follow-up reminders to ensure no opportunity is missed.
Comprehensive analytics dashboard tracking proposal performance, response times, and conversion rates for continuous optimization.
Increased proposal acceptance rate by 45% through consistent follow-ups and professional presentation quality.
Reduced proposal creation time from 4-6 hours to 15 minutes, saving 80% of administrative time previously spent on manual tasks.
Generated $500K additional revenue in the first quarter through improved proposal efficiency and higher close rates.
Achieved 100% follow-up consistency with zero missed opportunities, improving client relationships and brand reputation.