From 45-Minute Proposals to 30-Second Reviews — 98% Time Saved
This automation turns every sales call into a ready-to-send strategic proposal, without manual writing.
How it works:
📥 Input — Fathom captures the call transcript automatically. No notes, no recordings to re-watch.
🧠 Intelligence — AI extracts KPIs, pain points, and strategic priorities from the conversation.
✅ Control — A Human-in-the-Loop checkpoint lets you review and approve Before anything goes out. Nothing ships without your sign-off.
📤 Output — A designer-ready proposal is generated in Gamma/Google Docs and delivered via email — polished, branded, and client-specific.
The result: proposals that close, delivered while your competitor is still opening a blank doc.
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Full Post-Purchase Onboarding in 30 Seconds — Zero Manual Touch
When a Stripe payment lands, this automation handles everything:
Finds & registers the customer in Brevo CRM instantly
Sends personalized onboarding email with next steps (Big Five test + CV upload)
Generates a unique €50 coupon via Stripe API with 14-day expiry
Creates a ClickUp sales task for 1:1 follow-up
Triggers a 3-email nurture sequence (Day 1 → Day 7 reminder → 48h final warning)
From payment to full onboarding pipeline — no human intervention, no dropped leads.
Built with AI Governance principles and the ICCVO™ Framework to ensure every touchpoint is reliable, traceable, and audit-ready.