Centralized Sales and Estimating Workflow

I built an automation that saved us 25 hours a month. This is how you scale without hiring anyone. Last month, I was staring at a list of 50 qualified leads and doing the math. At 30 mins per custom proposal, that's 25h of work saved. Even with our team, it was taking a while to create custom proposals. So I thought: what if we could automate the entire thing? Here's what I built: I connected Clay (where we store all our prospect intel) to a company Claude project (to store data about our business and different offers), Gamma (for creating decks), and Instantly.ai (for outbound) into one workflow. Now when I hit execute, here's what happens: 1. Claude reads each prospect's company summary from Clay 2. It writes personalized copy that speaks directly to their pain points 3. Gamma builds a custom presentation that looks like our design team spent hours on it 4. Everything gets loaded into Instantly with the proposal link attached Each prospect gets a presentation that mentions their company by name, addresses their specific pain points, and shows exactly how our GTM flywheel would solve their problems. The difference is massive. Instead of generic pitch decks, prospects are getting presentations that feel like personalized and relevant to their business. While other agencies are hiring more salespeople, we're just building better systems. This is how we made 557k in revenue last month without burning out our team. The crazy part is that most people think Gamma is just for making pretty slides. We're using as part of our entire sales system. If you want the exact workflow, comment 'N8N' below. I'll send you the step-by-step setup. PS: Gamma just raised a $68 million Series B round at a $2.1 billion valuation led by Andreessen Horowitz so it's worth learning how to use it.

Yesterday I posted a case study on how we reduced a client's time to contract and invoice by 30% and saved them 5-7 hours per week. Here's exactly how: After posting this yesterday, I'm receiving a lot of messages asking how we did it. I thought I'd make a post about this. Here's exactly how we did it: First, we mapped out the process. Before working with us, the company relied on a fragmented and unreliable system. Their order-taking, contracting, and invoicing processes lacked automation, leading to delays, errors, and a poor experience for both their team and clients. Then we optimized it. We designed a fully integrated workflow that begins with a Typeform order form, which feeds directly into Monday and Airtable to manage requests, generate contracts, and track invoices with a Softr interface for easy access to order updates and relevant documents. Then we implemented. The new system helped the sales team save approximately 5-7 hours per week by streamlining client intake and ensuring name cohesion across tools. It also reduced the time it took to send invoices and contracts by about 30%. Finally, we optimized again after implementation. Key features include automated contract and invoice generation, real-time order tracking, and a client-facing portal built with Softr. All of which improved efficiency, accuracy, and the overall client experience. The result? A centralized, user-friendly experience that eliminated manual steps and improved operational efficiency. The takeaway: Don't just automate. Optimize first, then implement, then optimize again based on real usage. Follow me Luke Pierce for more automation case studies like this.

Breaking down the siloed data of Sales and Revenue I talk with Mike Pavicich from SalesAndCatering.com about their recent integration with LodgIQ and how it's going to solve the inefficiency in hotel group pricing and proposal processes. The old way of pricing groups: - Manually calculate room-to-space ratios. - Pull historical data. - Estimate ancillary revenue. These steps require approval from revenue managers. Sales managers, focused on closing deals, often find themselves negotiating internally with revenue managers who are preoccupied with ensuring optimal pricing. This internal negotiation is time-consuming and detracts from the core objective: serving the customer. Revenue managers need to understand displacement analysis and the true net value of a deal, considering both room revenue and ancillary income. Yet, without streamlined systems, these calculations become bottlenecks. The result? Lost deals and frustrated teams. Hence, the valuable integration of group pricing tools directly into the sales workflow. This integration means: - Seamless Integration: Sales managers can now access powerful group pricing tools without leaving their primary system. - Speed to Market: Automated pricing and proposal generation reduce the time from lead to contract, increasing the likelihood of winning business. - Enhanced Data Utilization: By incorporating sales-specific data into the revenue management system, hotels can make more informed decisions and provide better recommendations. With this integration, sales and revenue management no longer need to operate in isolation. The technology facilitates a more cohesive approach, ensuring that both teams work towards a common goal: maximizing hotel revenue. #hoteltechnology #hoteltech Growth Advisors International Network - GAIN

Ever feel like you're just a middleman for order information? Imagine this: a customer calls you, eager for an update on their order status. The order is in production, but you don't have the latest info. Now you have to call your production team, get the details, and then relay it back to the customer. It's a frustrating cycle, right? You're spending your valuable time chasing information instead of focusing on growing your business. Here’s how you can #streamline this process and regain control: 1.       Centralized System: Track the status of every order in a centralized system. When your production team updates the status, it’s instantly visible to everyone, from sales to management. No more phone tag—everyone gets real-time access to the info they need. 2.       Automated Customer Updates: Set up automatic notifications for critical order stages. When an order is confirmed, moves into production, or gets ready for dispatch, the customer gets an update automatically. This keeps them informed without you lifting a finger. With these solutions, you can turn your current process from a headache into a seamless operation. Your customers stay informed, and you get to focus on what truly matters—growing your business. ➡️ Have you implemented a centralized system or automated updates in your business? Share your experiences or ask questions in the comments below! Let's help each other streamline and succeed. #timemanagement #processimprovement #automation #businessgrowth #ordertracking #SMBsuccess #CRM #ERP #orgzit