Faster + Better Proposals

Welcome to AI for SMBs Weekly #1!

Thanks so much for subscribing. You're likely here via the AI Models for SMBs Comparison Chart; a link to the updated chart is at the bottom. 

For our first issue, I'm focusing on the most important topic for any business: generating revenue. If you've got ideas on topics for a future newsletter, I'd love to hear them. 

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This scenario will be familiar to any business with a complex, multi-step sales process.

You've got a customer who's just asked you for a proposal - equal parts exciting and nerve-wracking. You must now synthesize all of the information you've gathered across multiple hour-long meetings, calls, research, and maybe even a long dinner if it's a really big deal.

🤞🤞🤞 your notes are great and well organized. 

Pull up your fill-in-the-blanks proposal template (or more likely, whatever version of a recent proposal you dig and is relevant), pour another cup of coffee, meticulously piece everything together, and ship it to your client. Best case this takes takes you hours, longer if there's special paperwork like an RFP or you have a particularly complex product or service. 

Fortunately, you can radically improve and shorten this process using generative AI. For almost every business, shipping proposals the same day as a customer call is now possible. 

Here's how. 

Step 1
Transcripts of Customer Meetings

Generative AI models work better with more context, and there's no context better than a transcript of everything that was said on a call or in a meeting. Not everyone will be comfortable recording calls, although I find that this is increasingly accepted in most industries. Always be prepared to take detailed notes, but the goal should be to get a transcript whenever possible.