Unlock the power of sales proposal automation software for IT

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what's going on guys in this video I'm going to show you an extremely simple uh three or four step make.com automation that I've used to build a business well two businesses actually that do about 40 to $45,000 a month combined just in profit um it's a very simple and extremely streamlined make.com system that allows you to send a proposal before the end of the phone call with the lead and the reason why that's so important is because when you're selling High ticket stuff you need to have really nice proposals well maybe you don't need to but it certainly helps and the vast majority of people that do sell High ticket can quickly get stuck in what I call proposal hell which is like when you're spending your entire life just hunched over a computer trying to design a proposal instead of on the phone or on a video with prospects trying to you know sell your service so my whole system avoids that and what I'm going to do is I'm going to split into two parts the first is I'm going to go over the system I'll go over the flow end to end I'll go over what you need I'll even go onto every platform and just like show you everything and then after I'm actually going to build it out um live and it should take maybe 10 minutes or so uh but what I'm going to do is build out a much simpler version and then I'll just show you where you would need to add in the more complex functionality if you wanted to get something like mine okay great without further Ado let's just dive right into it let's get you guys going on these high Roi um High leverage proposals so this is what the system looks like from end to end at the beginning we have a type form to catch new discovery call form entries that's what I call the type form uh that that is going to be responsible for triggering the proposal and basic Bally what I'll do is I will uh every time I have a call I'll jump on type form which I have book marked right over here then I'll go to my log Discovery call form and then start and then first I'll just put in the client information like I did here which takes like 10 seconds I'll then Define an outcome because I want to be able to log this over time which is important so am I sending a proposal was this meeting not a fit was the meeting of flake I'll then paste in a one- sentence description of their business and this is important because I'm using AI to generate large portions of this proposal so I need to provide this as sort of context for the system so I just said uh it's a growth hacking Dev shop that specializes in high-end technology clients uh I then very quickly will write a problem statement and what a problem statement is if you're unaware is it's simply what are they suffering from and why is it a big deal it's basically a way to press their pain points a little and if you imagine that I'm on the phone with you right now and we're just having a conversation and I'm like all right so why exactly is this a problem like why uh you know or or maybe let's back up a little bit I'm like what exactly is your problem if you could summarize this as succinctly as possible what would you say that your problem is Magic question asked during a sales call by the way a lot of the time I will just verbatim write down what they wrote right over here now because I'm using artificial intelligence which I'll get into later I don't actually need to format this or anything I could just do like bullet points I could take um really crappy notes like I don't have to do anything fancy uh and that's one of the reasons why I built my system the way that I I have I don't really like um you know looking at a screen be like could you please repeat your problem Verbatim what was that right I I want it to be natural I want it to be like kind of flowy and in order for that to work I just need to be able to scribble some quick bullet points of what their issue is but this is where I do it and then I ask for a solution statement well I don't ask for it but I will propose a solution statement and while I'm proposing it I'll usually write it down in bullet points so maybe this is an endtoend system in monday.com that generates articles which a VA posts on LinkedIn and YouTube and maybe some sort of CRM that manages all of this or let's do project manag flow that manages all this I then ask for platforms and services that I'll use during development and I mean I'm knowledgeable enough at this point that I just know all of this off the top of my head this problem might not make sense or rather this question might not make sense for everybody that's watching this video but for me it definitely does I just know okay they want this system well they're going to need something to put the data in they're going to need a third partyy automation platform they're going to need a way to send proposals whatever this is where I'll put it in uh I then get asked how long will the project take how much do I want to charge them and a lot of the time here I'm basing this off of Prior projects that I've done how much I like the prospect like do we get along do I think they're going to be a pain in the ass if so I mean they you know it's like U like a sales tax essentially which uh you know is something you can only really uh I guess do if you've experienced how terrible clients can ruin your life but if you anticipate that they're not going to be the best you know I I factor that in here and then I ask myself if there are any additional costs for platforms which are just for my own record keeping really and then I click submit and so I mean I was explaining this process to you while we were watching this video together but um in reality this takes me maybe like two minutes or so and that two minutes is split up where like as the call starts I'll get all their information their first name last name company name email if I don't already have it once I'm at that point um I'll then start scribbling some notes about you know what I think their problem is when they give me more information on their problem I'll kind of like make it a little more fine-tuned but the end result is basically before the call finishes I have something like a like a trigger pointing at them where if I click a button they're going to receive a very high quality polish beautiful proposal and so you know you can imagine how this system is pretty high throughput and pretty high Roi in that way um I'll show you what the proposal is actually it's probably a good idea this is what it looks like anything in yellow is AI generated so you know imagine that you're one of my customers we just had a phone call and in it I wowed you and bedazzled you with um all of my claims how my systems are going to solve your problems you receive a uh Proposal with like its own title which is all AI generated has all of the correct information over here you then have a problem sort of statement and this is just a leadin this is how I frame the problem and then right down here where it says client problem area I will then use artificial intelligence to generate a very beautiful looking problem statement based off of the gibberish that I jotted down earlier I then have a solution statement which is similar there's some templated stuff and there's also like some customized stuff and then my specific proposal uses is a process diagram now if you're not selling High ticket you know systems or high tiet like consultancy you're probably not going to need this but I just attach this to every single one I myself have some social proof then I have a timeline my timeline is artificially generated which is pretty cool um the reason why I'm confident that this is a good idea is because timelines are almost entirely anyway unless you're working on big Enterprise projects that are over like $500,000 and even then I mean how many times have you heard things going over budget or over schedule or whatever right basically every time um so as long as I just have something down there that sounds authoritative and that like rests the customer minded ease um you know it's usually good enough and then I have a pricing page and the way that my pricing page works is I will have an implementation fee up here and then I'll also reference platform or software fees and a lot of the time they just need make.com which is like 30 or 40 bucks a month um depending on their volume and stuff but um my specific pricing is a 50% upfront deposit with a 50% afterwards so my 50% upfront deposit is calcul ated using pandadoc discount feature uh and then what I do is I link this to a payment form and that payment form will actually pop up after they sign the proposal so the second that they sign uh not only have they signed the proposal but it's also an agreement which is down here there's a whole Services agreement addendum um so not only have they signed a proposal they've also signed the agreement and then I will also have received money before they close the page and so the whole point of proposal generation for me is as I mentioned earlier some of the lowest Roi time that I've ever spent in my life in business is just hunched over computer trying to polish the perfect proposal some of the highest Roi time I spend is talking to cameras um whether that's a prospect or video like this and so I try and frontload my whole life and my schedule and my lifestyle to just prioritize this as much as humanly possible and then minimize everything else um and so given that I just try and whip these proposals out as quickly and as effectively as possible and then I just like allow you know somebody's decision to r on whether or not they they like me whether or not we had a good call and that to me is like the the deal breaker right the game maker if that makes sense so um by having the payment done by having the proposal done by having the agreement done essentially what I'm doing is I'm just minimizing the hell out of the friction all they have to do is just like me on the phone call and then everything else is just you know let's get this thing started that's my specific Pro process I will show you how to build out your own and I will build out a simple one for you in a minute um but yeah that's what mine looks like and then if we go back to this flow uh we then generate the proposal section here using Ai and I will feed in uh Json here with just some like past client calls that I've had and you know I'm sort of training it using in context learning three or four times um before finally adding my own and I'll parse the Json from that previous module this just allows me to turn it into something that's like make.com you know modifiable uh and then I will do the same thing with the milestones and the timelines write four sophisticated sounding milestones and Associated timelines for a project proposal use the provided solution statement a rough timetable in the following format this is sort of how I'll do it and then here's the magic where I actually go through and I select one of the proposal templates that I've created in pandadoc and then I actually go in and I make it so yeah I fill out all this information with the client email the client company the client first name what are the Milestones that we just generated what's the problem what's the solution right what's all that stuff uh and then I'll even go as far as adding in that price amount from earlier and then applying that 50% discount percentage that I mentioned and then what I do is I also send an email after so I send this proposal to the customer and then immediately after I'll send another email basically saying hey Peter thanks so much for the call uh you know I want to just answer some quick questions ahead of time that I usually get when I send people these paned do proposals after you sign you can pay immediately the second that you pay I get a notification and I get started within 24 hours here's X Y and Z yada y it's very very streamlined for the customer and it like elucidates just how important the systems that I'm going to build for them are um so for me it's sort of like showing not telling which is obviously a big important reason why why my client retention is so high but for you maybe you don't need that email module maybe you know you want to structure your somewhere else or somehow else okay that's it that's the system from n to end so what I'll do now is I'm going to actually go out and build a simpler version of this that then you can modify however the heck you want to achieve a similar result and so we need a couple things for this one we need to set up a type form and then two we need to set up a panad do template now unfortunately right before this call I recorded a whole other freaking video and then the audio wasn't recorded so hopefully this time the audio is recording um so I've already built this out once which will make it a little bit faster but in padoc if you go down here to template Gallery I think you have to be paying for like the $50 a month plan or something like that if you go down to proposal uh you can find just a bunch of beautiful very nice sexy proposal templates that you can then you know take and then customize however you want um just tons as you see here so I'm just going to choose a new one because that last one that I Ed is pretty boring I like this one and what we're going to do is we're going to take that proposal and then I'm just going to add a couple of custom Fields just to show you you know how you can customize this if you really wanted to okay so this is the marketing research proposal template it's a damn shame that they're using Poppins man what a terrible font for this any other font would look better okay great so let's just do this let's say um what will do for you right now here's what you're suffering from and then let's do um sales let's call this problem statement this is UN let's and let's go this is understandably this understandably is affecting your bottom line to remedy this here's what we're going to do and then I'm I'm going to go sales uh dos solution statement and then okay great yeah and then this is all so I'm just going to remove all this goodbye goodbye and goodbye we don't need any of you and then let's just pretend that the rest of this okay let's just like remove the rest of this and then pretend that this is like actual information that's important um and then I'm just going to delete a bunch of more pages and then that looks nice let's just call this $3,000 um and then I'm going to delete this terms and conditions page and then they'll just be an acceptance okay great so this is like our wonderful proposal that I created in like two seconds uh it doesn't really make any sense but I think the part that you you can understand would make sense is when the customer or client receives this during or immediately after a phone call they get hey here's what we'll do for you here's a brief breakdown of uh who we are and then here's exactly what you're suffering from paraphrased um from basically your own words this is showing that we're listening this is showing that we can solve your problem and so I mean this alone might be enough to secure a sale more than half the time now we want the payment form to pop up so I'm going to click payment I'm going to assign the uh payer as the client I'm going to go down and I'm just going to select the actual payment it's going to pull from this pricing table here um you can also set a custom amount so if you just want to charge a flat 5K for all these you can but I'm just going to pull from price in table one the cool thing is you can then um you can customize the price on pricing table one using uh make.com and type form if you wanted to so you can make that this you can make this bill basically dependent on what you put in through type form like I did okay great that looks good uh I'm just going to call this marketing proposer research template for video and then voila our type form is next this is the previous flow that I built out which is now completely pointless and meaningless so I'm going to go here delete all that I don't need any of that and then pretend that we're starting from scratch again so how do you actually build this out now oh H yeah sorry I need to build out the type form what am I doing okay um so head over to type form go to my forms and then let's just build out a new one even though I built out that other one and I'll just call this marketing research proposal proposal form just call it that don't like the way that these questions look so I'm going to delete it and then I'm going to change this from multiple choice to a contact info I'll say what's the client's information and then first name is going to be required last name going to be required phone number not going to be required email required company required all this stuff going to be required I want a sexy theme so let's do let's do this this is cool I just love space stuff okay great so what's the client information what's another custom fuel that we're going to and we're going to add in a problem statement what's their problem so we have what's the client's information what's their problem and then uh what I'm going to do here is just that anybody that uses my form um just so that anybody that uses my form understands the context I'm going to say your text goes here let's say your problem statement goes here and this is just meant to uh make it clear what the context is that they're putting in this field and here I'm going to duplicate it we'll go what's your solution and I'm going to go down here goes here okay great so that should keep it quite simple and make it so that you know you you understand where your text is going you understand kind of the point of things I'm going to remove all these ugly endings and we're just not going to worry about that and then publish voila we have a form our beautiful form looks like this no we just go straight to the questions which I like and now that we have a panda do and we also have a type form it's time to build out the make flow first things first we're going to want to catch that type form response so I'm going to create one I'll call it marketing research proposal example for video that's just so that I know to delete this after we're going to hook it up to a form ID marketing research proposal form that's this right over here and to save that we are then going to I'm going to do my famous uh two-step type form design pattern which is where I add a sleep and after I I list the response and you'll see why I do this in a sec just a very quick and easy way to separate the origin of the data from the variables of that I use for that data and it lets me test this super quick we're going to select a limit of one and and what this is going to do and this is only really going to work in situations where you don't have a form that's being filled out every 2 seconds so I mean I don't really think there's any situation which you would now I think about it but hypothetically if 5 million people are using your form you probably shouldn't just add like a flat sleep and then immediately list the responses on your type form uh in a sending order of time but uh that's what I do okay uh and then we're going to create a document using a template which is this module here in panad and then we're going to go down to do going to add uh let's just call this marketing research proposal 4 in terms of the template ID we're going to call the padoc proposal template from here uh the client email okay it looks like the client email is inaccessible so this is the module that we just set up called list responses and so this is where I'm going to pull all the data from this is just what I'm going to use to trigger the flow I'm not going to pull data from here just in case I ever have to change this so uh we can't get the client name or email address yet because we haven't run the form and when type form has multi-step questions like this with three or four in a row uh you you can't do it until you run it at least once it's sort of just like a particularity of type form but I am going to put all the sender information just that we have it and then I'm going to click okay and now you'll see the magic of having two steps to any type formflow we just dragged the trigger onto here and now all I have to do is fill this at once so I'm going to say my name is Sally an my email for some reason is Nick left click. a and then my company is Sally's Tomatoes um your your lead generation is extremely costly and currently only yielding one or two leads per month this is a huge bottleneck for your business and something something we should fix uh let's not do that this is a huge bottleneck through a business and slowing growth let's do that what's your solution an endtoend lead generation system using LinkedIn sales Navigator this will improve your bottom this will improve your sales revenue tremendously and help you generate anywhere from 20 to 30 leads per month instead of 2 to three like you are now I think I said two to three right okay one or two okay great so we have everything ready uh I'm just going to submit this first we didn't put any information here at the end so it just kind of goes off another the boy that's kind of ugly but anyway now that we've submitted that form we can then use type form to list those responses so I'm going to catch that okay we just caught a mappable answer and now we have access to all of these fields which is great so I'm going to go back and I'm going to fill these out client email address is going to be Sally and there you go Nick left click. company Sally's Tomatoes client first name Sally client last name an sales problem statement sales solution statement and then now I'm going to send this document and I'll say proposal for Sally I'll say hi Sally thanks for the chat earlier here's a detailed proposal for Sally's Tomatoes cheers neck and then I'm going to click okay save that and then I'm going to should I fill that out again I don't know no I'm not going to fill it out again but you can imagine how all you do at this point is you click run and then you fill out that form again and it goes all the way through and generates the proposal uh because I'm lazy I'm just going to use the previous type form submission that I did and then I'm going to generate it and we're going to see what happens so generated pandadoc was created now I had sent equal true and so this message will be sent to my email inbox in a moment I'm going open that up and see what happens um oh yeah sorry I didn't actually add uh Sally here I should have done that but anyway should say marketing research proposal for Sally which we can do if we just click that just for complete this sake uh hi s thanks the TR is detailed proposal for Sally's Tomatoes imagine how you can do this while you're on the call with the customer that's why it's so high value you can literally be like hey how's it going just as just just to show you how this system works let me send it to you right now and then here's the customized statement this is that sentence that we had earlier that sort of just like you know is US whipping our dick out here's what you're suffering from this is affecting your bottom line to remedy this here's what we're going to do we're going to build I should just said build but anyway uh and yeah you know you can imagine how this took I don't know 5 minutes so when you design your own high quality proposal you can customize the hell out of it way more than I did here and you can use you can intelligently combine um templated sections with customized sections to provide the illusion that you customize the entire thing even though you only customized an extremely small part of it while you were on the sales call with the customer any in terms of what happens here uh I click and then I click I click finish and after I click finish I have a chance to pay oh sorry uh I need to sign it on my end anywh who uh what would happen is I would then sign it on my end or whoever would sign it on their end usually I don't even do this usually I just paste in a picture of my signature so I'll just automatically sign it every time it gets sent out but uh after that uh Sally and and in this hypothetical example uh she sounds very attractive would get a uh a payment form and then from there she'd be able to kind of take it to the next step okay so once you built out this flow a natural question is well how do I make it more like yours uh where you know you use artificial intelligence to I don't know just add a bunch of really cool functionality well it's as simple as adding a few open AI end points I would create a completion and what I do is I would catch the type form and then I would drag and drop this puppy somewhere in the flow and then I would either use um preview I mean know by the time you're watching this video this instruction may be deprecated but then I would go through and I'd say you know based off of this information based off their problem statement write me some other stuff and that way you're sort of like multiplying the effectiveness of just like a few bullet points like if you think about it it's kind of like the way that A Wheel Works a wheel multiplies uh the the distance that you travel based off the amount of force applied to an axle right or like uh an axle allows you to like or a pivot point allows you to press a little bit but then get like a big result AI is kind of like that for your language so if you write a few bullet points in the problem statement that I mentioned earlier uh you can then use AI to generate like 30 different things based off those bullet points you could use it to generate subsidiary information like context surrounding that problem you could use it to generate like how much uh you know you think that this is currently impacting the market why this is such a big deal you you can use this to generate a couple of other potential systems that you might be able to do for them that are similar but you know unrelated uh you can do so much with this but anyway what you do is you'd um assign a prompt here which I can't fortunately do without it yelling at me and then you would use uh the Json module to parse that and so you'd simply go parse Json and what you do is you'd select uh choices message content that would then parse this and make this us able and then inside of the panda let's say you had another field and that field was called I don't know let's say client date was actually called uh you know context or something you would then select that um and then you'd call it like client whatever whatever you call the variable um this is just a a notation that integrat uses uh behind the scenes to allow you to reference stuff so it doesn't really exist right now but you can imagine how if the variable was called client contacts that your module was outputting you'd be able to access it and then you can do whatever the heck else you want you can like automatically create Google Drive folders for this stuff you can I don't know use it to create like a PowerPoint slide deck and then send it over to them as well I really like the sky's a limit and that's one of the reasons why like automation so much it just allows you to do something in 5 seconds and then turn that into the equivalent of like three hours of work uh it's incredibly impactful and it also just ensures that the time that you are spending is always on the thing that you're the best at and you can just let robots do do the rest so yeah I hope that makes sense um you now know how I make the money that I make using automatic proposal generation and you also know how to build that yourself if you have any other questions or anything like that or you're just wondering how all this automatic proposal stuff um you know might be able to be applied for your business just let me know I'd be happy to either talk about it with you directly or maybe even record a video for you on it if uh if the demand is there otherwise please like comment subscribe and I will see you in the next video thanks so much bye-bye [Music] [Music] for [Music]