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Taste Test
Managing investment inquiries manually takes hours of tedious, repetitive work. Every time a new client submits their details, you have to manually transfer their data into a Google Sheets tracker, notify your team, and spend hours writing custom proposals line by line.
Which one is faster, saves more time, and prevents mistakes ?
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2 voted
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2 votes
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which part did you automate first?
First, I automated the logging of data and the team notification; logging of lead data directly into Google Sheets and real-time notifications for the team. After successfully implementing this part, the AI proposal generation was implemented.
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