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My client gets a proposal 5 minutes after our call ends. Here's the exact workflow.
Hi all I've been struggling with sending proposals on time, and I know a lot of you have too. You finish a discovery call, the client is excited, and then you spend 2 hours writing a proposal from scratch, formatting it, attaching it, sending it manually. By the time it lands in their inbox the energy is gone. They moved on. I spent some time last week building a simple automation for this, and it now sends professional proposals 100% automatically for less than $10/m: 1. Fill a simple form after every sales call Just enter the client name, service, and price into a Tally form (free). That's your only manual step. Everything else is automatic. 2. n8n catches the form submission instantly The Tally trigger in n8n fires the moment you hit submit. No delay. No checking. 3. n8n generates the proposal using AI A GPT-4 node takes the client name, service and price and writes a clean, professional proposal automatically. Personalized every time. 4. The proposal gets converted into a PDF n8n sends the text to a free PDF generation API. A clean, ready-to-send document no formatting needed from you. 5. Gmail sends it to the client automatically The PDF lands in the client's inbox with a personalized email within 5 minutes of your call ending. While your competitor is still opening Word. 6. Google Sheets logs everything Client name, service, price, date sent all logged automatically. You always know where every proposal stands. Total cost: Tally (free) + n8n cloud (~$8/m) + PDF API (free tier) Set it up once. It runs forever. I used to spend 2 hours per proposal. Now it takes me 2 minutes to fill a form and the rest is done. If anything is unclear drop a comment, happy to help 🙏
My client gets a proposal 5 minutes after our call ends. Here's the exact workflow.
Every agency owner loses leads because of slow follow-up. Here's how I fixed it in 2 hours.
Hi all I've been struggling with following up with leads on time, and I know a lot of you have too. You get a new lead from Facebook Ads, you're busy delivering work for a client, and suddenly 3 days passed and you never followed up. That lead is cold now. Gone. I spent some time last week building a simple automation for this, and it now runs 100% on autopilot for less than $10/m: 1. Facebook Lead Ads Trigger Every time someone fills your Facebook lead form, the workflow fires automatically. No manual checking, no copy-pasting into a spreadsheet. 2. Wait 24 hours The workflow pauses for exactly 24 hours. Enough time to see if they reach out first — without you lifting a finger. 3. Check Gmail for a reply n8n searches your inbox automatically. Did this lead already email you back? If yes — workflow stops. No double messaging. Professional. 4. IF they didn't reply → send a personalized follow-up n8n sends a Gmail automatically with their name pulled directly from the Facebook form. It feels manual. It's not. 5. Log everything to Google Sheets Every follow-up sent is logged automatically with name, email, date and status. You always know what happened and when. Total cost: n8n cloud = ~$8/m Set it up once. It runs forever. I built this in about 2 hours. If you're still following up with leads manually you're leaving money on the table. If anything is unclear drop a comment, happy to help 🙏
Every agency owner loses leads because of slow follow-up. Here's how I fixed it in 2 hours.
We're Now International !!
Just signed our first client outside of the US! Was a referral but nonetheless got the payment link knocked out + Agreement signed.
Signed my first two clients
I wanted to say a big thank you to Jimmy and this community for all the advice on running an agency. I got my first two clients and even though I'm only charging per result it's still huge step forward. Thank you guys.
March wrap-up
Consistent structure, creatives that actually spoke to the offer, and letting Meta do its thing. How did March go for you guys?
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