A proposal agent for a digital marketing agency in Singapore
How a Singapore digital marketing agency gets a branded proposal draft after every sales call.
- Sector
- A digital marketing and SEO agency
- Country
- Singapore
- Status
- Live
The problem
Salespeople built each proposal by hand after every sales call, then updated the CRM and told the team by hand.
What we built
An agent that turns a sales call transcript into a call summary and a branded proposal. It shows the salesperson when the prospect opens the proposal, marks the deal as won in the CRM when the proposal is signed, and posts each new proposal to the sales team's Slack channel.
How it works
- The salesperson drops in the call transcript or meeting notes.
- The agent writes a call summary and a proposal in the agency's template, using its own services and prices.
- The salesperson edits the draft and sends it.
- When the proposal is opened or signed, the deal updates in the CRM and the team gets a message.
Where a person checks
Nothing goes to the prospect until the salesperson has read, edited and sent it.
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