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Sales Automation Suite
Your entire sales pipeline, automated—close more deals in 4 weeks instead of hiring a sales team
Overview
It's Tuesday morning. You have 47 leads in your inbox, 12 discovery calls to schedule, 8 proposals to write, and 3 clients waiting for onboarding documents. Sound familiar?
Your competition already automated this stuff last month. They're closing deals while you're copy-pasting emails at 11 PM.
Here's the brutal truth: Every hour you spend on manual sales tasks is an hour you're not spending closing deals. You're juggling spreadsheets, forgetting follow-ups, writing the same proposal for the 10th time this week, and wondering why leads go cold.
Meanwhile, your competitor sends a perfectly timed follow-up at 9 AM sharp—every single time—because they automated it. They close 3 deals this week. You close 1.
That's not a skill problem. That's a system problem.
The Challenge
Monday: Hot lead comes in. You manually add them to your spreadsheet.
Tuesday: You're supposed to follow up—but you forgot because you were dealing with another lead.
Wednesday: You finally send that follow-up. Too late. They went with someone else.
Even when you remember everything, here's your typical day:
• 8 AM – Check emails, manually log leads in Google Sheets • 9 AM – Write follow-ups (same template, different names—30 minutes) • 10 AM – Discovery call, frantically take notes, forget half of it • 2 PM – Spend 2 hours writing a proposal from scratch • 4 PM – Send proposal, manually set reminder for 3 days • 5 PM – Realize you forgot last week's follow-ups
The worst part? When someone finally says yes, onboarding takes another week. Messy welcome emails, forgotten kickoff calls, scrambled documents.
Your CRM is a spreadsheet nobody updates. Your follow-ups depend on memory. Your proposals take hours. And onboarding? You're winging it.
You can't scale like this. You can't hire someone to do it ($4,000/month for a sales coordinator). And you can't close enough deals when half your time is spent on busywork.
Our Solution
We build a three-part automation system that runs your entire sales pipeline from first contact to signed client.
1. Sales Agent
Your leads hit your Google Sheet. The automation immediately kicks in. Every single lead gets a perfectly timed, personalized follow-up sequence. No more forgetting. No more manual emails.
The system tracks every interaction automatically. When someone replies, it logs it. When they book a call, it records it. When they go cold, it flags them.
You wake up to organized leads, automatic follow-ups already sent, and a clear pipeline showing exactly who needs attention today.
2. Proposal Agent
You finish a discovery call. Instead of spending 2 hours writing a proposal from scratch, you click a button.
The system grabs the Fathom transcript, reads everything discussed, and generates a complete customized proposal in 5 minutes.
Client mentioned 3 locations? It's in the proposal. Budget is $10K? Pricing is right there. Fast turnaround? Timeline is included. All automatically pulled from your conversation.
3. Onboarding Agent
Lead signs the deal. Most people scramble for a week to onboard properly. Not you.
The moment they sign, automation kicks in. Welcome email sent. Kickoff call scheduled. Onboarding documents generated from the call transcript—no more asking them to repeat information.
Professional, smooth onboarding without lifting a finger.
The Bottom Line: You spend your time on what makes money—talking to prospects and closing deals. The system handles everything else.
Key Features
- Automatic lead tracking from Google Sheets to CRM with zero manual entry
- Personalized follow-up sequences that send at optimal times
- Smart lead scoring that flags hot leads needing immediate attention
- Activity logging that tracks every email, call, and interaction automatically
- Pipeline management showing exactly where every lead stands
- Fathom integration that automatically pulls call transcripts
- AI-powered proposal generation from discovery call notes
- Automatic customization based on client requirements discussed in calls
- Pricing calculation that matches budget mentioned during conversations
- Timeline generation based on scope and urgency discussed
- Google Docs integration that creates professional branded proposals
- Instant welcome emails triggered the moment a deal closes
- Automatic kickoff scheduling using Calendly or your preferred tool
- Document generation from sales and closing call transcripts
- Client portal setup with access credentials sent automatically
- Internal team notifications so everyone knows a new client just signed
Technologies Used
Project Timeline
Here's how we'll bring your website to life—from our first conversation to launch day.
Discovery & Setup
We meet to understand your current sales process, collect your email templates, proposal formats, and onboarding documents. We set up your n8n instance and connect it to your Google Sheets, Gmail, and Fathom accounts. You give us one sample lead to test with.
Sales Agent Build
We build your automated lead tracking and follow-up system. Every new lead in your Google Sheet triggers the workflow. Follow-ups go out on schedule. CRM updates automatically. We test with 5-10 real leads to ensure everything works perfectly.
Proposal & Onboarding Agents
We build your proposal generator connected to Fathom. After each discovery call, the system creates a custom proposal ready for review. We set up onboarding automation that triggers when deals close. Welcome emails, scheduling, documents—all handled automatically.
Training & Optimization
You review the entire system. We train you on how to monitor and adjust workflows. We optimize based on your feedback. By the end of the week, you're running a fully automated sales operation that handles leads, proposals, and onboarding without manual work. 30 days post-launch support included.