How to Automate Client Proposal Creation

Automate Client Proposals

Insight from Innovating with AI

While building my fuel logistics business, clients would request I send a proposal to begin working with them. (Respond with HELL YA if you wanna hear about this venture).

Naturally, that led me to be elbow-deep in crafting client proposals.

Each proposal was roughly 80% standard stuff with a 20% twist to tailor it to each client.

Now, imagine if I could feed a few client-specific nuggets into a magic machine, and poof – out comes a customized section of the proposal.

After talking to a few friends, I've learned that I could have automated this whole process with Qwilr and Zapier.

Let's dive into an example sheet. The goal is to generate a project summary with ChatGPT based on the easy-to-input data you add to each column.

First, we're going to create a new Zap. This little setup will dynamically grab the values from each column and feed them to ChatGPT.

Be sure to set up to use Zapier to kick off your workflow only when something specific happens.

Say you have a “Status” column. You can set things up so that Zapier springs into action only when “Status” changes to “Ready for Automation.”

This way, you're not setting off alarms whenever a minor change happens in the spreadsheet.

Here is our starting data:

Now, we need a three-paragraph cover letter.

Try using this prompt:

Write a three-paragraph cover letter addressed to [Contact Person]. Express your excitement for starting the new website project for [Client Company] and mention your firm’s experience in the [Company Type] sector.

Then, summarize the project, which include design and development of a new website on the [CMS] content management system, with [Number of Templates] unique page templates and the following extra features: [Extra Features]

Ta da - Now you should have an automated proposal creator!

P.S. If you want the cover letter template too, respond to this email with gimme gimme.