From conversation to proposal, without the late-night write-up.
Saves you 4 - 5 hours every week.
From conversation to proposal, without the late-night write-up.
For small business owners who don’t have a sales team, this keeps momentum moving without adding more to your plate.
The Meeting to Proposal system captures your client conversations and turns them into structured next steps automatically - follow up email, proposal drafted, folder created. You stay in control of the final proposal, reviewing and refining it before it goes out - but the structure, detail and follow-up are already taken care of. No rewriting notes, no second-guessing what was said, and no quiet guilt when a great meeting doesn’t turn into a timely follow-up.
These automated systems quietly take care of the busy work week giving youu 4–8 hours back every week.
Built around your existing software, no new expensive software is required.
Once live, we can host this Automation on a secure, Australian- based platform for $29 per month or you can arrange your own hosting. It’s up to you!
Client Meeting to Proposal
Automated Workflow creation
Support 2x ½ hour support video calls included.
Hourly rate after that
Google Business Suite or MS Package CoPilot
Hosting options: We can host this Automation on a secure, Australian- based platform for $29 per month or you can arrange your own hosting.
Secure and suitable for sensitive information.
