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

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!Learn More about our AI Leadership WorkshopWinning businesses aren’t just working harder, they understand how to use AI strategically. Sign up for the AI Leadership Workshop, a 3-hour expert-led mastermind designed to give leadership teams clarity, alignment, and a practical path to stay competitive.Book a call to customize your workshop today!This episode is brought to you by Biggest Goal, the company Alane Boyd and Micah Johnson co-founded.Fifteen years of scaling their own companies taught them that adoption is a people problem long before it's a technology problem, so we train executives and their teams through workshops, cohorts, mastermind groups, and hands-on implementation support.For more info about our programs, join our free community at your.biggestgoal.ai.Thank you for supporting the podcast!