Result
self-reportedProposals went from over a week to a day or less
A solo marketing agency founder has Gemini go through her call notes, recordings, emails and docs, then draft proposals from her own templates.
Who did it
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- Record and transcribe every discovery call
- Keep call notes, emails and client docs in one folder
- Ask the AI to research the client and their industry
- Have it draft the proposal from your own template
- Rework the parts the client cared most about, then send
You are my proposal writer. Attached are my discovery call transcript, my email thread with this prospect, and my standard proposal template. First, summarize in 5 bullets what this client said they need, what worries them, and what success looks like to them, in their own words where possible. Then list 3 trends or pressures in their industry that apply to them. Finally, fill in my template: rewrite the 'Situation' section in the client's language, choose the 2-3 services that match their needs, and write a short 'Why now' paragraph. Keep my pricing and terms exactly as written. Mark anything you're unsure about with [CHECK].
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Build it with PageWhat to watch out for
The time saving is the founder's own estimate. Never let AI change your pricing or terms, and check any industry facts it adds.
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