The Automating High-ROI Proposal Generation with Make.com

December 6, 2024

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The Ultimate Guide to Automating High-ROI Proposal Generation with Make.com

If you’re running a high-ticket business, you already know how critical proposals are to closing deals. A polished, tailored proposal can often be the difference between securing a client or watching them walk away. However, creating custom proposals for every lead can quickly drag you into what I call “proposal hell,” where your time is spent hunched over a computer instead of engaging with prospects.

Fortunately, there’s a way to escape this time sink. In this post, I’ll walk you through the simple, streamlined automation system I’ve built using Make.com that allows you to send professional, tailored proposals before a sales call even ends. This system has powered two businesses, generating a combined profit of $40,000 to $45,000 per month. Best of all? It’s fast, efficient, and scalable.

Let’s dive into the system, break it down step by step, and get you up and running with high-leverage, high-ROI proposals.

Why Automate Proposal Generation?

When selling high-ticket services, sending a professional proposal during or immediately after a call creates a powerful impression. Many salespeople struggle with proposal creation, often spending hours designing documents when they should be focusing on closing deals. This system eliminates the inefficiency, allowing you to:

Avoid proposal hell: Spend more time talking to prospects and less time formatting documents.
Close deals faster: Minimize friction by delivering a professional proposal while the conversation is fresh in your lead’s mind.
Increase ROI: Automate repetitive tasks and focus on your strengths, such as sales and relationship building.

The End-to-End Proposal System

Here’s an overview of the system I’ve built:

Lead Information Collection: Use Typeform to collect discovery call details.
AI-Powered Proposal Generation: Feed the collected data into Make.com and PandaDoc to generate a polished proposal.
Streamlined Delivery: Automatically send the proposal to the client along with a follow-up email.
Immediate Action: Include a payment form and agreement within the proposal, allowing clients to sign and pay instantly.

Step 1: Setting Up the Lead Intake Form with Typeform

The first step is to create a discovery call form using Typeform. Here’s how I structure mine:

Client Information: Collect first name, last name, email, company name, and other relevant details.
Problem Statement: Ask the client to briefly describe their biggest pain point. (You can refine this during the call.)
Solution Statement: Outline a proposed solution based on the discussion.
Additional Details: Gather any necessary context, such as platforms they use or project timelines.

This form takes just a couple of minutes to fill out during the call and becomes the foundation for the rest of the process.

Step 2: Using Make.com to Automate Proposal Creation

With Typeform set up, the next step is to connect it to Make.com (formerly Integromat). Here’s how I automate the flow:

Catch Typeform Responses: Set up a trigger in Make.com to capture responses as soon as the form is submitted.
Parse Data: Use JSON parsing to clean up and structure the responses.
Integrate AI (Optional): If needed, integrate OpenAI to refine or expand on the collected data (e.g., generate a polished problem statement or solution).
Create PandaDoc Proposal: Feed the structured data into a pre-designed PandaDoc template to generate a professional proposal.

Step 3: Designing the PandaDoc Template

Your PandaDoc template should balance automation and personalization. Here’s how I structure mine:

Introduction: A brief summary thanking the client and outlining what the proposal covers.
Problem Statement: Generated based on the client’s input during the call.
Solution Overview: Use AI to create a clear, compelling solution statement.
Process Diagram: Include a visual representation of the project workflow (if applicable).
Timeline and Pricing: Automatically calculate project timelines and costs, including platform or software fees.
Agreement and Payment: Add a payment form that pops up immediately after the client signs the proposal.

Step 4: Automating Follow-Up Emails

Once the proposal is sent, Make.com triggers a follow-up email. This email typically:

Thanks the client for their time.
Answers common questions about the proposal.
Explains the next steps (e.g., signing and payment).

This step ensures that the client understands the process and feels confident moving forward.

Why This System Works

This system works because it minimizes friction and maximizes efficiency. By automating low-value tasks, you can:

Spend more time building relationships with leads.
Deliver proposals faster, while the conversation is still fresh.
Create a seamless client experience that leaves a lasting impression.

Build Your Own System

To build a simplified version of this system:

Set up your Typeform for discovery calls.
Create a basic PandaDoc proposal template.
Connect Typeform and PandaDoc via Make.com.
Test the flow and refine it over time.

For advanced functionality, integrate OpenAI to generate tailored content dynamically, or add other automation steps like creating project folders or generating slide decks.

Start Closing Deals Faster

By implementing this system, you’ll save countless hours and focus on what truly matters: closing deals and growing your business. Automation isn’t just a convenience; it’s a game-changer for scaling high-ticket sales.

If you’re ready to build your own automated proposal system or have questions about applying this to your business, drop a comment below or reach out. Let’s get you out of proposal hell and into high-ROI territory.

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