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Modern Agency Sales

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4 contributions to Modern Agency Sales
My Sales Proposal Setup Sucked (took 40 minutes)
Hi all—manually creating and sending client proposals after discovery calls was eating up my precious response time. I spent some time working through it last week, and here’s a simple way I solved it using Make: 1. Created a Discovery Call Form that automatically triggers when a call ends - it captures all client details, project scope, and budget requirements in one go (I use Typeform for this, but any form tool works). 2. The form data flows instantly into a proposal generator that pulls from our pre-built templates - this ensures brand consistency and saves massive amounts of manual formatting time. 3. The system then auto-generates realistic project timelines and milestones based on the scope discussed (this was a game-changer for me - setting clear expectations). 4. Finally, everything gets packaged into a professional proposal and sent to the client - while I’m still saying goodbye on the call. Leads get proposals while they’re still hot. Response time dropped from hours to minutes, and our conversion rate jumped significantly. It costs less than a few coffee runs per month to maintain. Hope this helps you close more deals. 🙏
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New comment 26d ago
My Sales Proposal Setup Sucked (took 40 minutes)
0 likes • 27d
@Hicham Hamsate it's probably coz we both have trust issues with AI
2 likes • 27d
I wouldn't mind trying if I was selling $49 digital courses or something low risk
I trained an AI to write LinkedIn posts using my style and voice.
Here's how it works: 1. I fed it 1000+ of my top-performing posts 2. It analyzes the patterns, hooks, and frameworks I use 3. I give it a topic or transcript and it spits out a post The results are really good. It nails my tone, formatting, and content style. I tested it by having it write a post based on a call transcript. It produced this: ////// "I scaled my agency to 7-figures using this content creation system. Here's how to never run out of ideas again: 1. Record all your sales calls 2. Review recordings for key insights 3. Clip 60-second snippets on valuable topics 4. Repurpose into LinkedIn posts and videos One 30-minute call can fuel a week of content. Stop worrying about what to post. Start leveraging the gold mine of your existing conversations." //////// This will only be freely available to people in my program. But I will let you try it if you promise to: 1. use it thoughtfully with your own call recordings 2. post the output on LinkedIn 3. share the results (impressions / leads / etc) If you'd like to try it, comment ROBOT below and I'll DM you access. PS. It also produced this post (with minimal edits).
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New comment 10d ago
I trained an AI to write LinkedIn posts using my style and voice.
0 likes • 27d
ROBOT
What's #1 thing you are struggling with?
What's the #1 thing you are struggling with when it comes to Linkedin right now?
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New comment 26d ago
1 like • 27d
Consistency, but I think it comes from a slight LinkedIn identity crisis of "which hat am I wearing today?" I'm currently running my product marketing consultancy AltMonday, while bootstrapping another startup, Shepherd (a fractional leaders marketplace). I recently read the book Founder Brand, so I feel like I should turn up as is, but at the same time don't want to confuse my audience. Do I write as the product marketing advisor to startups, a bootstrapped marketplace founder, or an advocate for fractional leadership and leaving the 9-5 to build a career portfolio? I'm feeling a bit lost about how to navigate this situation of me doing more than one thing and potentially confusing people. - Talk about startup product marketing = increase consultancy awareness = talk to startup founders and leaders about good product marketing, sharing my toolkit, consulting convos, lessons learned, etc. - Talk about fractional leadership = talk about the benefits of fractional leadership, talk to fractional leaders, fractional leader wannabes, startup founders looking to scale - Talk about building a startup = drive awareness of both my consultancy and marketplace, lessons learned building it, wins/losses, etc. So every time I draft something I leave it sitting in draft mode for several days.. and then doubt myself. I think this is my biggest struggle.
Welcome to Modern Agency Sales
I'm excited you're here! The best way to start is to contribute right away. You can post LinkedIn content for feedback or engagement, give feedback and engagement to others, add to the swipe file, or add to the group roadmap. TWO TASKS: 1. 👉 Create a new post in "Introductions" and introduce yourself. 2.👉 Go to the "Engagement / Feedback" section, open someone's post, and engage with it on LinkedIn. Then, reply to their post and let them know you did it!
Complete action
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New comment 2d ago
0 likes • 28d
Hi all, I'm Angela, I run AltMonday, a product marketing consultancy for B2B and Deep-tech startups. We predominantly work with Series A+ companies with tech/engineering-led founders, helping them build, refine and execute their GTM strategy. I'm also building Shepherd, a fractional leaders marketplace. I’m based in Sydney, Australia. Taking this course to learn how to leverage LinkedIn to drive new business, find ways to diversify income streams with new lower-ticket offering (that is less dependent on me to do the heavy-lift), and try to 2x revenue in the next 18-24 months.
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Angela Catalan
2
15points to level up
@angela-catalan-4883
Product marketing consultant and advisor to early stage B2B SaaS & deep-tech startups. Also the co-founder of Shepherd, a fractional leaders agency.

Active 1h ago
Joined Nov 17, 2024
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