My Sales Proposal Setup Sucked (took 40 minutes)

30d ago in Wins

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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