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AI Client Acquisition & Follow-Up
Call summary → proposal drafter
End a discovery call with the summary, next steps, and a draft proposal already written.
Typical price: $800–$1,800Timeline: 1–2 weeks
Before
After every call you spend 1–2 hours writing notes, follow-up emails, and proposals from scratch.
After
Minutes after the call ends: a clean summary, a follow-up email draft, and a proposal built from your templates.
What gets installed
- ✓Call recording and transcription pipeline
- ✓Structured summary with objections and next steps
- ✓Proposal drafts from your own templates and pricing
- ✓CRM logging of every call
What you provide
- ·Your call tool (Zoom, Meet)
- ·2–3 past proposals
- ·Your service pricing
Typical tools
- Custom code
- Claude & OpenAI APIs
- Your call tool
Built on your existing stack where possible — you own everything.
Want this running in your business?
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