Automate Your Agency

How to create custom proposals in seconds using a CRM and proposal template?


Listen Later

Send us a text

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!

Disclosure: Some of the links above are affiliate links. This means that at no additional cost to you, we may earn a commission if you click through and make a purchase. Thank you for supporting the podcast!

For more information, visit our website at biggestgoal.ai.

Want more valuable content and helpful tips?

Explore our Courses/Programs:

  • Complete our self-paced Process Mapping course

Enjoy our Free Tools:

  • Free Asana, ClickUp, or Monday.com Selector Tool
  • Get 25 Free Custom Automation Ideas for your Business

Connect with Us:

  • Join our Community
  • Follow us on Instagram
  • Follow us on LinkedIn
  • Subscribe to our Youtube channel
...more
View all episodesView all episodes
Download on the App Store

Automate Your AgencyBy Alane Boyd & Micah Johnson