Use cases / Sales agent

Turn discovery calls into proposals

After a call, the agent turns notes or the transcript into a scoped proposal with pricing tiers.

~4h/week savedAfter each discovery call💼 Sales agent

Grok Bot template

Grok Bot routine: Turn discovery calls into proposals
Schedule: After each discovery call

When I share call notes or a transcript, write a proposal: client's problem in their words, proposed solution, 3 pricing tiers (good/better/best), timeline, and next steps. Use my past proposals as the style guide.

Rules: draft first, never send or post anything external without my approval. Keep summaries short.

ChatGPT & Claude versions →

Best for: AI / marketing agency owner, Consultant / coach / freelancer

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