AI-Driven Proposals

🎯 Transform Your Proposal Process with Our Complete Notion System

Stop spending hours on proposal decks that clients barely read. Our Proposal System streamlines everything from discovery calls to signed contracts—increasing your close rate while cutting creation time by 80%.

What You'll Get:

• Complete proposal database with automated tracking and formulas

• 8-section proposal template with professional formatting and callouts

• AI-powered workflow to turn discovery call transcripts into proposal drafts in 10 minutes

• Chart views to track win rates, decision speed, and revenue velocity

• Instructions on automating follow-ups with Gmail integration

• Interactive proposal pages with comment functionality and booking buttons

• Database template buttons for instant proposal creation

Perfect For Consultants Who Want To:

• Stop wasting time on custom proposal designs

• Get faster decisions from prospects (average 8 days vs industry standard 21)

• Track what's actually working in their sales process

• Create personalized proposals using clients' exact language

• Automate follow-ups without being pushy

• Scale their proposal process as they grow

• Replace static PDFs with interactive, collaborative documents

Why This Template Works: Transform from reactive to proactive proposal management:

1. Speed Through AI: Discovery call transcripts become formatted proposals in minutes, not hours

2. Data-Driven Decisions: Track decision speed, win rates by project type, and revenue velocity to optimize your approach

3. Client-Centric Language: AI pulls prospects' exact words to create proposals that feel personally crafted

4. Never Drop the Ball: Automated tracking ensures no proposal sits in limbo—get decisions or move on

Bonus: Includes the exact AI prompt that's helped close over 200 deals, plus email templates for every follow-up scenario.

This system has generated over $500K in closed business and saved hundreds of hours that used to be wasted on Figma and Canva designs. Stop competing on aesthetics—start winning on speed and precision.

Note: some of the Notion AI functionality requires a paid Notion plan.